Project 318 · Version 0.7
Overview
Recent opportunities
Newest quote requests and leads.
Next events
Upcoming booked and quote-stage events.
Pipeline by stage
Where current opportunities stand.
Top catering interests
Most requested menu packages.
Sales Pipeline
Drag a lead into a new stage. Changes save on this computer.
Leads & Quotes
Search, review and update every opportunity.
Customer CRM
Unique customer profiles, history and lifetime value.
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Follow-up Center
Customers needing attention today and this week.
Email subscribers0
Corporate0
Pizza truck0
VIP customers0
Campaign builder
Create a draft or schedule a monthly special.
Email preview
318 Food Co.
This month's catering special
Your message will appear here.
Plan My EventPreview only — live sending will be connected at launch.
Automation center
Turn planned customer journeys on or off.
Campaign history
Drafts and scheduled promotions saved on this computer.
Owner assistant
Ask 318 AI
Preview assistant uses your saved CRM data and knowledge base. Live AI will be connected at launch.
Ask a question to see a grounded preview response.
Today's opportunities
Automatic recommendations based on saved preview data.
AI Knowledge Base
Edit the business facts the assistant should follow.
Existing customer list
Import customers from Square
Export your customer directory from Square as a CSV, then select it here.
Recommended fields
First Name, Last Name, Email Address, Phone Number, Company, Total Spent, Visits and Note.
Important: importing a contact does not automatically prove marketing consent. Promotional messages should only go to contacts with appropriate permission.