Leads, clients & events
Every public inquiry lands directly in the CRM as a tracked lead, with a dedicated record for each client and event — no manual copy-paste from an inbox.
Software case study · Hospitality & catering
The Chef Catering CRM.
A full operational system behind a catering business's public site — turning every inquiry into a tracked booking, quoted, scheduled, and paid, without manual re-entry.
The problem
A menu and a contact form aren't a booking system.
A catering business runs on more than a nice-looking site. Every inquiry needs to become a tracked lead, get quoted against a real menu, get scheduled against a venue, get insurance and readiness checked before the event, and get paid — deposit and balance — without the details living across email threads, spreadsheets, and sticky notes. That was the gap: a beautiful public-facing menu with no operational system behind it.
What Wavy Sites built
- A full CRM behind the public site: leads, clients, events, and venues in one place
- A quote-to-calendar workflow, from first inquiry to a scheduled, staffed event
- Stripe-powered deposit and balance payments, tied to each booking
- Certificate-of-insurance and event-readiness tracking before every booking
- An internal AI assistant to speed up day-to-day operations — with hard guardrails
What's inside
Built in phases, each one shipped and verified.
The system was built and accepted in stages — intake and client management first, then venue and insurance tracking, then the quote-to-payment workflow.
Venues & readiness
Venue details, versioned menus, and a readiness check tied to each event — including certificate-of-insurance status — so nothing gets booked half-prepared.
Quotes, calendar & revenue
Quotes move straight to a shared calendar once approved, with a revenue view tying every booking back to what was actually quoted and paid.
Stripe deposits & balances
Clients pay deposits and balances directly against their booking through Stripe — no separate invoicing tool, no chasing payment status by hand.
The AI assistant
Built to help — never to decide.
The CRM includes an internal AI assistant to speed up day-to-day work. It runs under an explicit guardrail written directly into the system: it cannot change or invent prices, discounts, contract terms, payment status, refunds, quote approval, booking status, menu approval, or certificate-of-insurance approval. Every output is reviewed by the operator before it's used — the assistant speeds up the work, it doesn't make the calls.
Business capability demonstrated
This is the difference between a website and a system: a business that used to track bookings across email and spreadsheets now runs leads, venues, quotes, insurance readiness, and payment collection from one connected tool — with an AI assistant that accelerates the work without being trusted to make judgment calls it shouldn't make.
Need something like this built?
Whether it's a website, a CRM, or both — tell Wavy Sites the objective and the business problem, and the build starts from there.