Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.4.* and later. We recommend testing this module on a staging copy before deploying to your production Perfex instance. This module is specifically designed for standalone installations of Perfex CRM and may not work if you have set up Perfex CRM as a SaaS service.

LIVE DEMO

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Catering Management Module introduction image

OVERVIEW

The Catering Management Module for Perfex CRM is a comprehensive solution for managing catering services. It enables businesses to handle event planning, menu creation, and package management seamlessly within Perfex. This module is designed to streamline the entire catering workflow, from initial event setup to final menu organisation, providing your team with powerful tools to efficiently manage all aspects of your catering operations.

WHAT’S NEW

Display Catering Packages Publicly: Allow your clients to browse catering packages and request quotes directly through a public-facing catalogue. The system provides a responsive interface where potential customers can view your packages, filter by guest count and price, and submit detailed quote requests. Clients can provide event details, venue information, and specific requirements, creating a seamless lead generation process that integrates perfectly with your Perfex CRM workflow.

Advanced Quotes Management: Manage all client quote requests through a comprehensive admin interface. Track quote statuses from pending through to confirmed and converted, with full visibility of the entire sales pipeline. Convert approved quotes directly into catering events and generate invoices with a single click. The system includes detailed quote analytics and automated notification features to ensure no opportunity falls through the cracks.

Configurable Frontend Settings: Take complete control of your client-facing catalogue with extensive customisation options. Configure pricing visibility, set minimum guest requirements, enable or disable phone number collection, and customise catalogue titles and messages. Control guest count filters, price sorting options, and configure email notifications for staff when new quotes are received. All settings are designed to give you maximum flexibility while maintaining a professional client experience.

CORE FEATURES

Event Management: Create, manage, and track catering events with ease. The module provides a complete event management system that allows you to organise all your catering events in one centralised location. Track event details, assign staff members, manage event types, and monitor the progress of each event through an intuitive Kanban view. Perfect for keeping your entire team coordinated and ensuring every event runs smoothly.

Event Type Management: Categorise and organise your catering events by defining custom event types. Whether you’re handling weddings, corporate functions, private parties, or any other type of catering event, you can create and manage specific event types with their own characteristics and requirements. This feature helps you standardise your processes and maintain consistency across similar events.

Meal Menu Management: Build and customise comprehensive menus with various items, sections, and categories. The powerful menu builder allows you to create detailed menus tailored to different events and client preferences. Organise menu items into logical sections and categories, making it easy for clients to browse and select their preferred options. Each menu can be fully customised to reflect your unique offerings.

Menu Item Management: Maintain a detailed database of all your menu items with complete information about ingredients, suppliers, costs, and preparation details. Each menu item can include dietary information, allergen warnings, and dependencies on other items. Track pricing, manage suppliers, and ensure accurate cost calculations for better profitability analysis.

Catering Package Management: Create and manage catering packages for different events and client needs. Bundle menu items together into attractive packages that simplify the ordering process for your clients. Set package pricing, define what’s included, and create various tiers to cater to different budgets and requirements. This feature streamlines your sales process and makes it easier for clients to make decisions.

Allergen and Dietary Type Tracking: Ensure customer safety and satisfaction by tracking allergens and dietary requirements for all menu items. The module provides comprehensive allergen management and dietary type categorisation (vegetarian, vegan, gluten-free, etc.), helping you quickly identify suitable options for clients with specific dietary needs. This feature is essential for maintaining compliance and providing excellent customer service.

Granular Permissions Control: Maintain complete control over staff access to module features with granular permission settings. Administrators can configure detailed permissions for events, event types, menus, menu items, and packages (View, Create, Edit, Delete). A special permission allows you to control who can view cost-related information, ensuring sensitive financial data remains secure. This flexibility ensures each staff member has exactly the access they need.

More features on the way. Feel free to send through your feature request.

INQUIRIES AND SUPPORT

For any pre-sales enquiries, please use the discussion tab to ask any questions you may have.

If you have purchased this module and require support, please open a support query, and we will be glad to assist you.

For feature requests, please email us on the provided email address on our seller profile.

CHANGELOG

Version 1.0.5 | 7 December 2025

- Fixed: Corrected the client area packages menu hook naming to avoid potential conflicts with other modules.

Version 1.0.4 | 4 December 2025

- Fixed: Implemented backend for Menu and Event Menu PDF exports, resolving download errors and improving reliability.
- Improved: Error handling and filename generation for PDF downloads

Version 1.0.3 | 16 November 2025

- Added: Public-facing package catalogue
- Added: Advanced quotes management with status tracking and conversion capabilities
- Added: Configurable frontend settings for catalogue customisation
- Fixed: Minor bug fixes and performance improvements

Version 1.0.1 | 10 November 2025

- Added: Database structure for quotes management system and frontend settings
- Improved: Database optimisation for better performance

Version 1.0.0 | 4 November 2025

Initial release