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Sell more events

Pipeline (CRM)

Leads, customers, prospects — one CRM. Filter by tag, send to the list, write merge letters that pull in their event details.

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What's inside
  • Leads + customers + lost in one view
  • Tags, source attribution, status
  • Mass message (email or SMS) to a filtered list
  • Mail-merge form letters with event details
  • Web-to-Lead form for your existing website
01

One contact list, the right filters

Status (lead / customer / lost), tag, source, last touch — pivot the list however you need. The mass-message dialog sends a templated email or SMS to everyone matching the filter. Birthday list, anniversary follow-up, 'brides 2026' campaign — same primitive every time.

02

Stop losing inquiries in your contact form

The Web-to-Lead form is a single <script> tag you drop on your existing website. Inquiries land directly in Pipeline as Leads, tagged by source (e.g. 'instagram', 'wedding-wire'). No more manual copy-paste from a Squarespace inbox.

  • Source tag set per embed
  • Configurable required fields
  • Spam filtering built in
Maître woven through

Talk to your CRM

Maître searches contacts, drafts mass-message campaigns, logs touches, and answers questions about your pipeline without you ever opening a filter dropdown. The CRM becomes a conversation.

“Show me leads tagged 'wedding 2026' that haven't been touched in 30 days”

MaîtreMaître returns the list with last-touch dates and event values. One click to draft a re-engage email.

“Email everyone on the wait list a 10% off code, due Friday”

MaîtreMaître drafts the message, lists the recipients, and (with your approval — bulk emails always require it) sends. Logged in audit + email log.

“Merge the two Anderson contacts”

MaîtreMaître finds duplicates, shows you the diff, and merges with a single confirmation.

$50 of Maître work included monthly (~7M tokens). Heavy users opt in to overage at cost. Read more on the Maître AI page.

Need something this page doesn’t mention?

We build custom features for individual customers starting at $10/month. If your idea is broadly useful to other catering operators, we may waive the monthly fee entirely and add it to the standard catalog. The first conversation is free and we’ll tell you which path applies.

How it works
Also included: Mass SMS · Mailchimp audience sync · Contact merge for de-dupes

Pairs well with

Events lifecycle

From inquiry to invoice to load-out. Every event lives in one place — proposal, BEO, financials, seating, schedule, debrief.

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Tastings that convert to proposals

Book a tasting linked to the wedding. Mark each bite as loved, good, needs-change, or skip. Click a button and the liked items flow onto the proposal with 'client favorite' notes baked in.

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Inquiry to proposal in one click

A customer emails you about their wedding. Click one button and Maître reads the conversation, drafts the event, picks 4-8 items from your catalog, and lands you on a draft proposal to review. You went from inbox to draft in 10 seconds.

Learn more
Previous
Dispatch + driver routing
Next
Events lifecycle
One plan, every feature

$425/month covers all 24 features.

Unlimited seats · every integration · $50/mo of Maître AI included · 14-day free trial · no credit card.

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