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What is a Restaurant CRM? How to choose the right restaurant business software?

Monika Kamińska

Monika Kamińska - marketing and communication enthusiast, psychologist by education. For almost 20 years he has been working in areas related to marketing activities, customer path and decision making. Experience has taught her that the most important thing is efficiency. She boldly sets goals and implements them by choosing online and offline tools. Her passion is the analysis of customer behavior and content marketing.

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CRM stands for Customer Relationship Management. It is a combination of strategies and various technologies that are used to manage your business interactions with customers. The retention of clients is extremely crucial in every business, that is why almost every company uses CRM systems to improve management, sales and overall productivity. A restaurant CRM software is a definite must-have in today’s food establishments.

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Restaurant CRM to the Rescue!

A restaurant CRM will definitely boost your eatery’s profits. The system can easily execute marketing campaigns which will lead to the retention of your customers. Your restaurant’s guest database is your CRM’s base and the system is designed to keep the relationship with your customers going.

5 Ways To Use Your Restaurant POS Software Apart From Just Billing
Source: https://www.upmenu.com/wp-content/uploads/2022/08/Restaurant-POS-Infographic.jpg

Restaurant CRM Solution – a Great Way to Stay in Contact with Your Clients

Restaurant CRM is like a blessing for all the restaurant owners out there. The software will help you gather all the necessary contact info like email address or telephone number. You will be able to keep track of all of your customer’s visits and order history. What is more, you can generate and send out those targeted emails to your loyal customers. Create special offers based on their preferences (which can be noted in the system).

Take Notes!

Customer Relationship Management for restaurants is a perfect way to surprise your clients with those little things that count! The system lets you make notes, so you can easily access your customer’s profile and see if they are celebrating their birthday anytime soon or perhaps, they prefer a particular table, so next time they visit your eatery, you will be able to surprise them with a free dessert or ask if they would like to order a bottle of white wine, just like they did last time. 

Keep up the Relationship

Just like we have mentioned before, restaurant CRM lets you reach out to your customers via telephone or email. Make sure to ask your customers for any contact information, so after some time, you can send out an invitation or offer them a discount with their next visit. Some restaurants write down their customer’s birth dates, so the system will alert you or simply form a generic “Happy Birthday” email and send it to your loyal customers. It all seem like a small thing, but all those actions will definitely make your clients feel special and appreciated.

A Restaurant CRM Will Boost Your Revenue

Back in a day, restaurant owners would keep those thick books with all the reservations and other notes. They would get lost in all the seating arrangements and other restaurant marketing strategies. Nowadays, technology made a huge leap forward and we are lucky to be able to take advantage of its inventions. CRM and other restaurant software were designed to make people’s life easier. POS systems are easily integrated with CRM, so everything seems to be leaning towards the increase of your business’ income.

Which Restaurant CRM is the Best?

Let us be clear here – there are many different CRM systems that were designed especially for restaurants. You might need to check out few options before you make your decision. Make sure to see if your desired CRM will integrate with your POS and reservation systems. Of course, you can always switch to another CRM, but it might be a hustle to export and import all the data from the previous system to the new one.

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Let Me Be Always on Your Mind

Once again – restaurant CRM helps you stay on your customer’s mind even when they leave the restaurant. You want them to think of your business next time they plan their food adventure, right? CRM is a tool, which you can easily use in order to bring those customers back to your eatery. The system will “write down” your client’s orders, dates and times of their visits, so that way you can reach out to them with a personalized offer that will definitely get their attention. Let them say things like: “Wow, this restaurant always remembers about my birthday!” or “This eatery knows exactly where I like to be seated!”.

Any Food Allergies?

Restaurant CRM system will allow you to take notes on your customer’s food restrictions and allergies. Even though your wait staff is probably well-trained, so they know that the very first thing they need to know is if there are any food allergies and dietary restrictions, but it is always better to have it written down somewhere. Truest us, with time, you will be able to notice that CRM is some sort of mine of useful knowledge that will help you on many levels with your restaurant business.

With UpMenu.com, you can flag certain items on your menu with labels that will give customers more information about the products and meals. This is a good way to give customers clear and concise information about your dishes. Additionally, it can help you keep tabs on orders and make sure you’re not overbooked.

Item descriptions with usage of UpMenu system

CRM in Marketing – a Perfect Duo

Restaurant CRM is rather essential in marketing. The integrated CRM system will definitely do some good in the marketing department. A powerful tool that will increase your restaurant’s sales. It is hard to create marketing strategies and actions without all the data that a CRM system contains. That is why, many restaurant businesses introduce CRM to their eateries at the very beginning, so they can start building up their customer’s database.

Reward Your Loyal Customers

You have probably heard about loyalty programs, that were designed to encourage customers to make those frequent visits and collect points, so later they would be able to exchange those points into free drinks or gift cards, right? A restaurant CRM turns out to be a great help while rewarding your most loyal guests. The system has all the information that is needed in order to prioritize those recurring customers and give them their proper rewards.

Online ordering from restaurants is helping to generate almost instantaneous online reviews. With UpMenu, you can offer discounts to customers without having to change your prices. You can choose to offer a percentage discount or a fixed amount discount.

UpMenu reviews of orders

What About Those Retention Goals?

You can easily increase your sales with a powerful campaign. Restaurant CRM is the solution you might just need. You can send out those email reminders and invitations to those customers, who have not visited your restaurant for a while now. Re-engage your old guests with your business and provide them with a free drink or a dessert with their next visit. Some CRM systems offer you those automated campaigns that are said to lead to a conversion that is seven times higher than any other regular campaign. Might be worth a try, right? You can set up an automated email reminder for those customers, whose files have not been updated for longer period of time or so!

All in all, a restaurant CRM seems like a must-have in every restaurant business that wants to be a successful food establishment. It will improve your email marketing, so you will be able send the right emails at the right time. You will have an access to sales forecasting and analytics, reports and dashboards. This powerful and mighty tool will definitely play a significant role in your restaurant business. A constantly developing system, that will boost the revenue of your eatery!

Monika Kamińska

Monika Kamińska - marketing and communication enthusiast, psychologist by education. For almost 20 years he has been working in areas related to marketing activities, customer path and decision making. Experience has taught her that the most important thing is efficiency. She boldly sets goals and implements them by choosing online and offline tools. Her passion is the analysis of customer behavior and content marketing.

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