If you’ve ever felt like catering is way more complicated than it needs to be—this podcasts episode is for you.

In Episode 7 of Restaurant Catering Smarts, I sat down with Kelly Grogan, Founder & CEO of CRUMBS, a platform designed to help restaurants grow through smarter marketing, simplified systems, and a serious focus on catering as a scalable revenue stream.

If there’s one thing I’ve learned in the catering business, it’s that no two menus—and no two customers—are the same. Flexibility is key. Whether you’re serving boxed lunches, sandwich platters, or BBQ combos, your customers want choices. And let’s be honest: you don’t have time to deal with a rigid system that makes order-taking a headache.

That’s why we’ve rolled out Mix & Match Options—a game-changing feature that gives you complete control over how customers select their menu options.

Growing a catering business isn’t just about making great food—it’s about getting in front of the right customers, responding fast, and delivering an experience that keeps them coming back. That’s exactly how Aron Benon, CEO of LaLa Tacos, built a thriving catering operation with 22 taco carts, a 5,000-square-foot catering kitchen, and a never-ending stream of leads.

We’ve been hard at work on some big projects behind the scenes, and today we’re excited to roll out a powerful new catering software feature designed to make managing your catering business easier than ever: The Notes List—a centralized way to track, filter, and manage all your notes in one place.

Plus, we’ve revamped Highlighted Notes, making it easier to keep track of important customer details when viewing a contact record or placing an order.

Let’s dive in!

When it comes to landing and keeping high-value corporate catering clients, some caterers rely on social media ads and cold email campaigns. But Jessica Lehrer, owner of Adam & Joe’s Gourmet Eatery, takes a different approach—one built on relationships, premium service, and creative marketing.

Before switching to CaterZen, Paul Hubbard, owner of Deep Run Roadhouse, relied on a basic Excel sheet and manual emails to manage his catering orders. While it got the job done in the early days, it quickly became clear that as the business grew, so did the inefficiencies.

After researching multiple catering software solutions, Paul chose CaterZen for its intuitive design, powerful features, and the best value for his business.

Some people grow a catering business with big ad budgets and viral marketing campaigns. Butch Scott did it the old-school way—by building trust, keeping things simple, and making sure every customer experience was top-notch.

For over two decades, Butch has been the driving force behind Taylor Grocery Special Events Catering, a $4 million catering operation in Oxford, Mississippi—a town with a population of just 50,000. Instead of relying on paid ads or constant promotions, he focused on what works: keeping a strong customer database, offering menu packages that make ordering easy, and delivering such great service that customers come back again and again.

When Michael Leake first started catering, he had no real system in place. Today, after being with CaterZen for 15 years, his business thrives with better client retention, improved efficiency, and unmatched organization. His journey from restaurant owner to a full-time off-premise caterer and catering hall manager showcases howCaterZen's catering software revolutionized his operations.

Growing a catering operation—especially across multiple locations—is no small feat. It takes consistent quality, strong customer relationships, and the right systems in place to keep everything running smoothly. That’s exactly why I was excited to sit down with Amber Polk, Catering Director at Soulman’s Bar-B-Que, for this episode of Restaurant Catering Smarts. Amber has helped Soulman’s expand its catering program across 20 locations, all while maintaining the scratch-made quality and hospitality that keeps customers coming back.

Taco Lulú, a vibrant Mexican eatery in downtown Chicago, was already serving up fresh, bold flavors to its customers. But when it came to catering, owner Michael Stadnicki saw an untapped opportunity—one that CaterZen's catering software helped him seize in a big way.