Meet the next client
Bring leads into one pipeline, follow up by email and let clients choose a tasting time.
Follow-up and tastings on Starter

Keep inquiries, tastings, menus and proposals together. Carry the details into booking, client planning and kitchen preparation as your business grows.
Access is set up with our team.
Built around the way you book and prepare.
Bring leads into one pipeline, follow up by email and let clients choose a tasting time.
Follow-up and tastings on Starter
Build menus and public proposals, then move into signed agreements, invoices and payment schedules.
Proposals on Starter · agreements and invoices on Growth
Collect menu and dietary details in the client portal. Use recipe costs, prep lists, stock, crew shifts and event orders to organize service.
Client portal and kitchen operations on Pro
A look at the conversation, proposal, agreement and event details.
Explore each chapter to see how the work connects.
Client work file
Signed September 16, 2026
The details your team needs. Together.
Every conversation. In context.
Illustrative client workspace. Client portal and planning workspace on Pro. Features and access vary by vertical and plan.
Choose the tools you need today. Add more as your business grows.
Monthly pricing. Each paid tier includes the plan before it.
Included in Free
Everything in Free, plus
Everything in Starter, plus
Everything in Growth, plus
Planned: Overflow Lead Network.
Seats include the owner. Additional staff login seats are $25/month each. Clients and crew without logins do not count.
*SMS requires carrier approval, recipient consent and prepaid message credits. Message usage is billed separately.
Online payments require payment-account setup.
Recipe capture uses prepaid credits. Ask about setup for connected calendars, your email domain, Tripleseat imports and multiple proposal options.
Features shown for Catering. Access is set up with our team.
Walk through the catering workspace with our team.
Request a walkthrough