Lead Management
Capture every inquiry and convert more leads into confirmed bookings.
Turn Inquiries Into Confirmed Bookings
From first contact to final confirmation, Banquets CRM ensures no lead is lost. Track, follow up, and convert inquiries with complete visibility for your team.
- Capture walk-in, website, and phone inquiries in one place
- Track lead status from first contact to final booking
- Convert leads into customers with a single click
Manual Lead Capture
Add leads quickly using a simple form. Record essential details such as name, contact information, event type, expected date, guest count, and budget range.
Complete Contact Information
Store multiple phone numbers, email addresses, preferred contact methods, and the original lead source for better follow-ups.
Event Requirements
Capture initial event details including event type, preferred date range, guest count, budget expectations, and special requirements.
Lead Status Tracking
Capture initial event details including event type, preferred date range, guest count, budget expectations, and special requirements.
Lead Status Tracking
Move leads through customizable stages such as New, Contacted, Quote Sent, Site Visit Scheduled, Follow-up Required, Won, or Lost.
Follow-up Management
Never miss a follow-up. Set reminders for calls, emails, and meetings directly from the lead record.
Communication History
Log every interaction so your entire team has full visibility and context on each lead.
Lead-to-Customer Conversion
Convert leads into customers instantly. All captured data transfers automatically without duplication.
Quote Generation
Generate professional quotes directly from lead records without re-entering information.
Lead Organization & Filtering
Easily filter and search leads by status, event type, date range, or branch to stay organized at scale.
Multi-Branch Lead Management
Branch staff see only their assigned leads, while administrators have complete visibility across all locations.