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
Drop any export — Toast, ezCater, Foodja or Open App. The file is identified for you.
📥
Drop any order export
Toast · ezCater · Foodja · Open App — whichever you have. Nothing is written until you review it.
🍞 Toast
Catering & events → Orders → Export
Catering & events → Orders → Export
🍱 ezCater
ezManage → Order History → Export
ezManage → Order History → Export
🥡 Foodja
Partner portal → payout export
Partner portal → payout export
📱 Open App
Prompt on the Revenue tab
Prompt on the Revenue tab
Add an order by hand
For anything without an export — a phone order, a one-off, a correction
💾 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 |
|---|