Catering services
Move event menus, headcounts, and delivery needs into quote work.
Catering services demo
Hear the conversation. Watch the customer record take shape.
Can I request a catering consultation for a thirty-person office lunch?
- Phone
- —
- Contact permission
- Not yet confirmed
- Customer request
- Waiting for the conversation
- Serving format
- —
Created after the request is captured
To Contact & permission required
The update is prepared after the conversation.
Illustrative workflow
The answer is only the beginning.
The question, useful details, and next action stay together. Your team confirms the commitments.
Customer
Can you cater lunch for 40 people next Thursday with vegetarian options?
- AI phone
- Website chat
- Messaging
Hospitality, events & leisure
Move event menus, headcounts, and delivery needs into quote work.
An office organizer needs a lunch quote with vegetarian meals and a fixed delivery window.
Saleringo
I can collect the lunch date, headcount, vegetarian request, and venue. The catering coordinator will review the menu and delivery arrangements before sending a proposal.
Prepare a catering quote brief with headcount, dietary requests, and delivery or staffing needs.
Never accepts an event, certifies allergen handling, or commits staff and delivery before manager approval.
Catering quote request
- Organizer contact
- Example event organizer
- Event date and headcount
- Thursday lunch, 40 guests
- Menu and dietary requests
- Vegetarian options requested
- Venue and service format
- Office delivery, buffet setup
Sample details for this example. No customer record is created.
Assigned team
Catering event coordinator
Awaiting staff reviewRoute menu feasibility, allergen handling, venue access, and staffing commitments to the catering manager.
A prepared request is not a confirmed booking, price, or decision.
Assigned team
Catering event coordinator
Route menu feasibility, allergen handling, venue access, and staffing commitments to the catering manager.
After approval
Send the reviewed menu proposal and arrange the next headcount or delivery confirmation.
A prepared request is not a confirmed booking, price, or decision.
- Collect headcount and dietary requests
- Prepare venue and delivery tasks
- Remind staff to confirm the final headcount
Conversation and work details
Conversation history
- First question answered
The request and preferred contact were captured in one customer record.
First contact - Business details added
Prepare a catering quote brief with headcount, dietary requests, and delivery or staffing needs.
Same journey - Follow-up preference confirmed
Send the reviewed menu proposal and arrange the next headcount or delivery confirmation.
Latest update - Catering quote request prepared
Route menu feasibility, allergen handling, venue access, and staffing commitments to the catering manager.
Now
Next actions
- Prepare a catering quote brief with headcount, dietary requests, and delivery or staffing needs.
Saleringo · Prepared now
- Route menu feasibility, allergen handling, venue access, and staffing commitments to the catering manager.
Catering event coordinator · Next review
- Send the reviewed menu proposal and arrange the next headcount or delivery confirmation.
Saleringo · After approval
- Keep the result on the same customer history
Catering event coordinator · At completion
Prepared in CRM
- Organizer contact
- Example event organizerSource: Phone
- Event date and headcount
- Thursday lunch, 40 guestsSource: Phone
- Menu and dietary requests
- Vegetarian options requestedSource: Web chat
- Venue and service format
- Office delivery, buffet setupSource: Web chat
- Business detail
- Permission recordedSource: Messenger
- Contact preference
- Preferred channelSource: Messenger
Approval controls
- Approved answers
Answer only from business-approved information.
- Commitments
A person approves availability, price, or other commitments.
- Sensitive questions
Stop automation and send the full context to authorized staff.
- Customer access
Only assigned catering event coordinator roles can open contact details.
Customer follow-up
We have your catering quote request. Catering event coordinator has the details and will confirm the next step in this conversation.
Sends only after catering event coordinator confirms the next step.See the workflow for your team.
Use this example as a starting point, then confirm the real questions, fields, approvals, and connected systems for your business.