Free Restaurant CRM Spreadsheet Template
Track catering, private-dining, and group inquiries by event label, aggregate service need, source, stage, owner, follow-up, and order potential.
Do this with AI
Make this restaurant CRM fit your event inquiries.
Open the workbook and ask Griddy to adapt service types, group-size fields, stages, owners, follow-up dates, or booking handoffs.
What is in this workbook?
This workbook has three sheets: Restaurant Inquiry Dashboard, Catering and Group Leads, and Setup. Restaurant Inquiry Dashboard is the quick-review surface, Catering and Group Leads is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Catering and Group Leads for inquiry or event label, service type and aggregate group size, source, stage, owner, next action, follow-up date, and estimated value; use Setup for stage definitions, qualification rules, review cadence, and safety boundaries. Catering and Group Leads totals all listed estimated value in H17. Restaurant Inquiry Dashboard calculates open lead count and open estimated value from rows whose stage is not one of that workbook's terminal stages, while its action queue follows the workbook's follow-up rules. Stage validation and attention formatting keep entries reviewable.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Restaurant Inquiry Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use event labels and aggregate group needs only. Keep allergy details, guest identities, payment credentials, and private event notes in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this restaurant CRM fit your event inquiries.
Open the workbook and ask Griddy to adapt service types, group-size fields, stages, owners, follow-up dates, or booking handoffs.
