Is this really a CRM, or just a spreadsheet?

It's a CRM built in a spreadsheet. It does what a restaurant operation needs a CRM to do - track leads, stages, follow-ups, and booked revenue - without the login, the onboarding, or the monthly fee.

Is my device compatible?

SHS CRM is compatible with Excel 365 and Google Sheets. Not Excel 2019 or older.

Independent restaurants and hospitality businesses that book private events or catering and want to up their game without committing to expensive Enterprise SaaS products.

What's the difference between this and event software like Tripleseat?

Those are full platforms with automation and a price to match. This covers the core, bringing powerful functionality without the bloat.

An .xlsx file you own outright, delivered after purchase.

the SHS EVENT & CRM SYSTEM

Restaurant CRM Template for Excel

If you book private events or catering, you already have a CRM - it's just scattered across your inbox, a paper calendar, and your memory. This one puts every inquiry, proposal, deposit, and booked event in a single spreadsheet, with a pipeline board that shows you what's closing and what's slipping. It runs in Excel or Google Sheets, and it's a one-time purchase, not another monthly bill.

The event you forgot to follow up on booked somewhere else

Private events are the highest-margin business a lot of restaurants have, and they're the easiest to lose track of. An inquiry comes in on a Tuesday, you're slammed, you mean to send the proposal Thursday, and by the time you remember, the party booked the place down the street that answered the same day. Nothing was wrong with your food or your room. You just dropped the thread.

Event work lives or dies on follow-up, and follow-up dies when the whole pipeline lives in your head. Get it on one board and the leads stop falling through the cracks, because you can see every one of them sitting there waiting on you.

What the SHS CRM actually does

One pipeline, every event

Inquiry to proposal to deposit to booked, tracked on a kanban board and a multi-stage pipeline. You always know where every deal stands.

Catches missed opportunities

Overdue follow-ups surface instead of hiding. The deal you'd have forgotten is right there on the board.

Booked revenue as a dashboard

See what you've closed, your average event value, and your close rate. Run your event program off numbers instead of a feeling.

No subscriptions

Event software runs $100 to $300 a month. This is $49 one time. For an operation doing a few events a month, the spreadsheet does the job without the bill.