← All add-ons

Leads · Optional add-on

Never lose an enquiry to a sticky note again.

Capture every event enquiry — web form, phone call, email or walk-in — in one place, and track each one from first contact to signed booking. Every lead has an owner, a next step and a status, so nothing slips through and nothing goes cold.

Capture

One inbox for every enquiry.

The wedding email, the phone call about a corporate lunch, the walk-in asking about your hall — they all land in a single lead inbox instead of scattering across three staff members' inboxes and a notepad. Enquiries from your website form flow in on their own; phone, email and walk-in leads take a few seconds to add. Every lead carries an owner, a status and a clear next step, so anyone on your team can pick it up and know exactly where it stands.

  • A single lead inbox for the whole team
  • Web form, phone, email and walk-in enquiries
  • Website forms feed leads in automatically
  • An owner, a status and a next step on every lead
Qualify

A full profile on every lead.

Open a lead and everything you need to qualify it is on one screen. Alongside the contact and company details sits a qualification panel: the current status, a 1–5 star rating, where the lead came from, the industry and event type, the owner who's responsible and the client's preferred language. Need to track something specific to your business — a referral partner, a menu preference, a guest count band? Add your own custom fields and they live right beside the rest.

  • Contact and company details in one record
  • Qualification panel — status, 1–5 star rating, source, industry, event type, owner and language
  • Custom fields for the details your business tracks
See the pipeline

A funnel you can read at a glance.

A visual funnel lays out every open enquiry by stage — new, contacted, quoted, won, lost — and clicking a stage filters the list to just those leads, so you can work one band at a time. Above it, a lead dashboard turns the whole pipeline into numbers you can act on: totals, what's open, what's converted, your conversion rate and how many leads are new this month, plus a status funnel, a leads-by-source breakdown and a conversion-by-month trend. Tasks due and overdue, upcoming reminders and your newest leads all sit on the same page.

  • Clickable pipeline funnel that filters by stage
  • KPIs — total, open, converted, conversion rate, new this month
  • Leads by source and a conversion-by-month trend
  • Tasks due, overdue, reminders and newest leads on one page
Follow up on time

Tasks, reminders and automatic follow-ups.

Most enquiries are lost not to a competitor but to a slow reply. Assign a task on any lead with a priority, a due date and a status, and set a date-and-time reminder so the quote you meant to send on Tuesday actually goes out on Tuesday.

Then let the routine work run itself. Automation rules watch for a lead reaching a status — say "Quoted" — and, a set number of days later, automatically create the follow-up task and send a templated email to the owner or a teammate. Merge fields like first name and company drop in on their own, so every reminder reads as if you wrote it by hand.

  • Tasks with priorities, due dates and statuses
  • Date-and-time reminders on any lead
  • Automation rules — on a status change, create a task and send a templated email after N days
  • Merge fields (first name, company) fill emails automatically
  • Route the follow-up to the owner or a teammate
Email

Send, and see who's reading.

Reply to a lead straight from the record — pick a saved template or start from an AI-drafted email, then send. LightCater tracks opens and clicks per lead, so you can tell the couple who's opened your quote three times from the one who never saw it, and time your next call accordingly.

  • Send from saved templates or an AI-drafted email
  • Open and click tracking per lead
  • Know who's engaged before you pick up the phone
Convert

Turn a won lead into a booking in one click.

  1. Enable the add-on from the in-app Marketplace.
  2. Capture and work your leads — qualify them, set follow-ups and log every call and reply.
  3. Convert when they say yes. One click turns the won lead into a customer and event — the contact, notes and history all carry over, so there's nothing to re-type.

When an enquiry becomes a real event, you shouldn't have to rebuild it from scratch. Converting a lead creates the customer and event in seconds with everything you already captured attached, and it flows straight into the proposal, contract, invoice and BEO workflow — the same booking, carried all the way through.

Turn the add-on off anytime from the Marketplace; your leads and their history stay exactly where they are.

On the record

Every touch, kept in one place.

Nothing about a lead lives in someone's memory. Each lead keeps its own events — meetings and tastings, with invitees — plus a notes and activity timeline, a full status history you can scroll back through, and file attachments for the signed quote or the floor plan. When a colleague picks up the lead, or you come back to it three weeks later, the whole story is right there.

  • Events per lead with invitees
  • Notes and activity timeline
  • Status history on every lead
  • File attachments — quotes, plans, contracts
AI · optional insights layer

AI that works your pipeline for you.

Switch on AI Insights and LightCater reads your enquiries the way a seasoned sales manager would — scoring them, telling you what to do next, drafting the email, and pointing at where the bookings are hiding.

Lead scoring

Every lead gets a 0–100 score with a Hot, Warm or Cold label and the reasons behind it — so you work the enquiries most likely to book first.

Suggested next actions

Ask what to do next and the AI proposes concrete follow-up tasks — add them to the lead in one click.

AI-drafted emails

Generate a ready-to-send follow-up written from the lead’s own details. Edit and send, or use it as a head start.

Lead briefing

A plain-English summary of the lead before you call — including its sentiment and buying intent.

Pipeline health

Zoom out and the AI reads the whole board — stale leads, unstatused enquiries, overdue tasks — and hands you strategic recommendations.

On every plan

The AI layer is an optional add-on you can switch on for any LightCater plan, and off just as easily.

Who it's for

Built for teams juggling enquiries.

If you take more enquiries than you can hold in your head, lead management keeps them straight. It's built for caterers fielding requests from every direction, banquet halls and venues quoting several dates at once, and any team where more than one person answers the phone.

Instead of guessing who followed up with whom, you get one shared list, clear ownership, a status and a next step on every enquiry — so the busy season doesn't cost you bookings you already had in hand.

  • Caterers handling enquiries from every channel
  • Banquet halls quoting many dates at once
  • Venues with multiple people answering the phone
  • Sales teams that live and die by follow-up
FAQ

Lead management questions.

What is lead management in LightCater?
It's a single place to capture and track event enquiries before they become bookings. Every enquiry becomes a lead with a contact, a qualification panel — status, 1–5 star rating, source, industry, event type, owner and language — plus tasks, reminders, a notes timeline and file attachments. A pipeline funnel and a lead dashboard let you follow up on time and see your whole pipeline from first contact to signed booking.
How do leads get in?
Four ways, all into one inbox: your website enquiry forms feed leads in automatically, and you can add phone, email and walk-in enquiries yourself in a few seconds. Each one is tagged with where it came from and given an owner, a status and a next step.
Can it follow up automatically?
Yes. Automation rules watch for a lead reaching a status and, a set number of days later, automatically create a follow-up task and send a templated email — with merge fields like first name and company filled in — to the owner or a teammate. You can also set manual tasks with priorities and due dates, and date-and-time reminders on any lead.
Does it track email opens?
Yes. Send from a saved template or an AI-drafted email, and LightCater tracks opens and clicks per lead — so you know who's read your quote and who to call next.
Does it connect to proposals and contracts?
Yes. When a lead is won, one click converts it into a customer and event in seconds — contact, notes and history carry over — and it flows straight into the proposal, contract, invoice and BEO workflow. There's nothing to re-enter.
What does the AI do?
AI Insights is an optional layer that scores each lead 0–100 with a Hot, Warm or Cold label and reasons, suggests the next action, drafts emails, and writes a plain-English lead briefing with sentiment and intent. A pipeline-health view reads your whole board and offers strategic recommendations.
How much does it cost?
Lead Management is an optional add-on available on any LightCater plan, priced by team size. Switch it on from the in-app Marketplace and turn it off anytime. See pricing for details.

Keep every enquiry moving toward a booking.

Run a real event in LightCater free for 14 days, then switch on Lead Management in a couple of clicks.