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CaterZen's CRM includes a variety of icons to help you efficiently manage client records and navigate key features. Each icon represents a different fun...

Introduction Efficient customer record management is key to maintaining smooth catering operations. This guide covers how to look up, create, organize, and...

Introduction Managing your CRM data efficiently—importing large contact lists, merging duplicate entries, deleting outdated records, and recovering recent ...

Overview Delivering seamless payments and accurate tax handling is vital to keeping your catering business running smoothly. In this article, you’ll learn ...

Overview Keeping important customer documents—like tax-exempt certificates, event layouts, or even photos of deliveries—attached directly to a CRM record e...

Ever had a customer with a gluten allergy? Or a regular customer who insists on extra sauce every time? Highlighted Notes in CaterZen help you keep track of...

Overview Permission-based menus let you control which customers can see and order from specific menus in your CaterZen account. By granting access only to ...

Overview Recurring orders let you automate repeat catering orders—daily, weekly, monthly, or on any custom interval—so you never miss a customer’s ...

CaterZen lets you assign an unlimited number of delivery addresses to each Customer. When you need to see exactly what was delivered to a particular...