From first inquiry to final plate
Five steps take a lead all the way through, configured to your workflow. Clientlify handles the busywork between each one so you can stay in the kitchen.
A new lead arrives, fully detailed
A client submits your web form (built to the fields that matter for your business), or you add them by hand. Contact info, event date, time, location, guest count, and special requests land in the pipeline as a New lead, and you get an instant alert.
Build and send a branded quote
Review the lead, attach menu selections, and send a polished quote from a template you control. The lead advances to Quote Sent automatically, and overdue quotes get flagged for follow-up.
Collect a deposit, confirm the booking
The client pays the deposit through Square, right from the quote. That payment marks the lead Approved, triggers a notification, and is ready to become a full event, with no manual data entry.
The booking becomes a full event
An event detail page is created with the confirmed address, special-request line items, and invoice management. A Google Calendar entry appears automatically, and you track food, labor, and misc costs as the date approaches.
Close the loop and collect reviews
After the event, a follow-up email goes out automatically to collect a review, using your template and review link. The event rolls into your actuals, so paid revenue and true margin update on the dashboard.
"Thank you for letting us be part of your celebration! We'd love your feedback."