Email Ledger
| Date & Time | To (Email) | Contact | Company | Email Type | Status |
|---|
Pipeline
Revenue
Catering orders from Toast, ezCater, Foodja & manual entries
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Email Sequences
Track every step — outreach cadence & post-order follow-up
Log Outreach
Recent Outreach
| Date | Company | Contact | Method | Notes | Response | Next Action | Due |
|---|
Import Orders
Upload CSV exports from Toast or ezCater to auto-update accounts and sequences
📥
Upload Toast Export
Toast Web → Catering & events → Orders → filter to All dates / All locations → Export
Tip: export the last 12 months for accurate LTM data
Other Channels & Manual Entry
Foodja / Open App CSVs or natural-language paste · routes to the orders table
🥡
Upload Foodja Export
Drag & drop the CSV from your Foodja partner portal
💾 Data Backup
Export all CRM data to a file · Restore anytime · Required before switching computers or deploying to Vercel
Backup includes: sequences, outreach log, account notes, stage overrides, extra prospects, and contacts.
🚀 Deploy to Vercel (access from any browser on your laptop)
The Correspondence
Every note we send, from first hello to welcome back
Address it to
Select a company above to auto-fill the contact's first name
Dispatch
Pick a note, address it, read it once, then send
Address it to
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Pick a Template
Select a numbered template to see a live preview
| Company | Type | Stage | LTM Spend | Contact | Phone |
|---|