CRM and business software · Food & Beverage
CRM for Bakeries
Custom cakes, tastings, deposits and wholesale accounts in one system — the flavor, the inscription, the pickup time and the payment all on one order.
Free forever for up to 3 users. Paid plans from $199 a month.
What goes wrong, and what we do about it
A bakery's order book is a list of promises about dates. A wedding cake starts with a tasting months ahead, a birthday cake with a photo sent on WhatsApp for pickup on Saturday, a café's standing order with a call from its owner. Holidays and wedding season pile them onto the same weekends. When orders live on slips above the bench and in several inboxes, an inscription is misspelled, a deposit is forgotten, and a cake is boxed for the wrong day.
The problem
A cake order lives on a paper slip — flavor, tiers, inscription, pickup time — and the slip is gone.
In Kompot.ai
Each custom order is a job: the order type, the pickup or delivery window, the delivery address, notes for flavor and inscription. It moves across a board through your stages — ordered, baked, decorated, ready, collected.
The problem
A customer sends a reference photo on WhatsApp and changes the inscription twice by email.
In Kompot.ai
Every message from that customer, on any channel, is in one conversation history on their contact, and the reference photos are attached to the job. The decorator reads the latest wording there before piping a single letter.
The problem
The Saturday before a holiday is overbooked, because nobody saw how many cakes were due.
In Kompot.ai
Jobs appear on the shared calendar by their pickup window and on the board by stage. Before you accept another tiered cake for that Saturday you look at what is already due and who is assigned to decorate it.
The problem
A wedding cake is agreed at the tasting, and the deposit is never taken.
In Kompot.ai
After the tasting, send an estimate from your price list — tiers, servings, delivery to the venue, stand rental. When the couple approves it, the deposit goes out as its own invoice with a payment link to hold the date, and the balance follows as a second invoice the week of the wedding.
The problem
Cafés on standing orders are invoiced at the end of the month, from memory.
In Kompot.ai
Each wholesale customer is a contact with its delivery days and usual order in custom fields. A fixed standing order can be billed as a weekly or monthly subscription invoice with a payment link, and unpaid invoices are flagged as overdue.
How one order runs
From a cake inquiry to a collected, paid order
An inquiry with a photo
The customer's message and reference photo land on a contact, along with the date of the occasion and the number of servings they need.
Tasting and quote
A couple books a tasting on your online booking page. You then send an estimate for the design and size they chose and see when they approve it.
Deposit and order
The deposit is paid online, and the order becomes a job with the pickup window, the flavors and the inscription for the decorator.
Pickup and balance
The job moves to ready, the customer pays the balance through the invoice link, and the cake leaves the shop marked collected.
What you keep on record
- Order details
- Flavor, filling, tiers, servings, inscription and allergen notes on the job, with the pickup or delivery window and design photos.
- Customer occasions
- Birthdays, anniversaries and the wedding date as date fields on the contact, so a workflow can remind you before they come around again.
- Wholesale accounts
- Cafés and restaurants with their delivery days, standing order and contact person in custom fields, and every invoice on one page.
- Cake menu and price lists
- Cake sizes, flavors, toppers, delivery and wholesale items in the product catalog, used in estimates and invoices.
Digital employees · Full Service plan
Where an AI employee steps in for Bakeries
The moment
A customer sends a photo of a cake at night and asks whether it can be ready by Saturday.
The AI employee asks for the servings, the flavor and the pickup time, explains your notice period and deposit from the knowledge base, and saves it all on a contact. It does not promise the date: it creates a task for the decorator to confirm in the morning.
The moment
The phone rings early in the morning, while everyone has their hands in dough.
The voice agent answers, takes the occasion, the date, the number of servings and a callback number, and answers questions about pickup hours from your instructions. The summary is saved on the contact, and a workflow creates a task for the order desk.
The moment
A café owner asks on Telegram whether last month's invoice is paid and wants more croissants.
The AI employee looks up the café's invoices and answers about the payment. The change to the standing order becomes a task for the manager, and the owner is told it will be confirmed before the following delivery.
Questions owners ask
- Can I take a deposit for a wedding cake and collect the balance later?
- Yes, as two invoices. The couple pays the deposit invoice by card through its payment link when they confirm, and the balance invoice goes out before the wedding. If it is not paid on time, it is flagged as overdue.
- Where do the design photos and the inscription for a custom cake go?
- On the job for that order. Photos and files are attached to it, the wording and flavors go in its notes, and the customer's messages with later changes are in the history on their contact.
- Can I invoice my wholesale cafés on a regular schedule?
- Yes. A fixed standing order can run as a subscription invoice billed weekly or monthly, each with a payment link. Orders that change from week to week are invoiced from your wholesale price list.
- Can couples book a cake tasting online?
- Yes. Put your tasting times on the online booking page and send the link. The couple picks a free slot, it appears on your calendar, and their contact is ready for the quote that follows.
What it costs
Free for up to 3 users, with every feature: bring your own AI. $199 a month adds our built-in AI and moving your data over. $499 a month: we set everything up and support it every month.
Related industries
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