CRM for catering establishments

Public catering industry is completely dependent on client engagement. Which types of CRMs are needed for specific types of businesses and how to use them – read our article to find it out.

The restaurant business – is a typical example of a situation where its success directly depends on the client. Current models of such entrepreneurship are fundamentally different from the strategies of past decades. Management, marketing, quality control, purchasing and timely deliveries – these factors are entirely dependent on the administration efficiency. The integration of a CRM system can help the owner to establish internal processes.

Managers have been and still are the main management team of any restaurant or coffee shop. However, modern realities dictate a different pace of task performance. Most of the manual work could be optimized or completely switched to automatic mode. The solution – is CRM integration.

This system is a complex that allows to work deeper with the client base, establish communications, monitor the current situation in the business and conduct its analytics. Therefore, it is worth deciding which CRM to choose for a small business. The main purpose – is to simplify and optimize workflows within the company.

A typical list of CRM tasks:

• maintaining a client base, creating a personalized visitor card (preferences, preferred time of visit, and other characteristics);
• establishing a communication channel between the manager, staff, kitchen, courier service;
• marketing, client segmentation, sales control;
• analysis of the establishment’s work;
• prompt notification of the audience on the café’s offers through various communication channels;
• staff control;
• monitoring of internal processes, purchases, write-offs, etc.

There is no single CRM for cafes and restaurants. Different business models have different tasks. What is suitable for a themed restaurant is not needed for a small cafe. Therefore, in practice, CRM is selected depending on the business model.

Establishing feedback contact with the client comes to the forefront here. The visitor’s habits, time of visit, coffee to go or on-site, taste preferences – all these points are important for businesses to understand the needs of the client.

The CRM system gives the owner full control over what is happening in the cafe. The software is based on:

• user-friendly, intuitive interface;
• channel for notifying clients on the company’s offers;
• scheduling of the coffee shop staff;
• analytics.

Quite often, a CRM system for a coffee shop is equipped with a module for working with loyalty programs, bonus and personal cards. Support for deeper functionality depends on the tasks and scale of the establishment.

CRM systems for restaurants are quite diverse. The approach to the software choice is based on several factors:

The restaurant’s business model: a single establishment, a chain, a thematic one;

• number of seats;
• variety of offers;
• activity of the restaurant in the public space;
• the size of the client base;
• availability of additional options (for example, delivery).

The principle is simple – the more tasks a restaurant has, the more functional the system has to be. The perfect option is to develop the own CRM. Such solution is fully customized to the model of a particular brand.

A CRM system for food delivery is somewhat different in terms of functional priorities. In the basis of a software there is an emphasis on:

• logistics;
• organization of contact with the end user;
• remote service function (selection, ordering, payment);
• clear planning of staff work;
• delivery tracking;
• analytics.

CRM for delivery often supports mobile versions of the software, as well as remote work. This allows to keep in touch with the staff from anywhere.

Examples of CRMs that are often used in coffee shops, restaurants, and other establishments:

• Poster – cloud-based solution with wide possibilities for establishments of any type (coffee shops, cafes, large complexes);
• JITMeal – popular software for food delivery services that includes tools for analytics, expenses monitoring, and logistics management;
• Choice – CRM for coffee shops and restaurants with different management models.

The price of implementing a CRM system remains important. If the functionality of the boxed versions of the software is not suitable, the client can use a proven solution – personal system.

Skylex company offers a unique service – development of CRM exactly for your business. The customer receives:

• completely ready and tested product;
• perfect optimization for a specific coffee shop, restaurant;
• necessary set of tools;
• full cycle of CRM integration into business processes.

Personalized software is suitable for customer requirements. Such CRM system for a restaurant or coffee shop has no analogues – it is an individual product in view of specifics of a particular business.