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"Nutshell é muito fácil de utilizar e intuitivo

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The Best CRM for Restaurants

The key to success in the hospitality industry is providing top-notch customer experiences, and the restaurant industry is no different. 

Stand out from the competition with a CRM that helps you nurture relationships with customers and business partners. A platform like Nutshell can help you do just that. Read on to learn more!

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How a CRM can help restaurant businesses

A customer relationship management (CRM) platform is a powerful tool for nurturing customer relationships and driving repeat business. When you can track every interaction you’ve had with customers and partners, send personalized emails to keep them engaged, and streamline reservation scheduling, you foster greater loyalty to your business and stay ahead of the competition. 

Whatever the shape of your business–whether you operate a five-star restaurant, food truck, or chain restaurant–using a CRM is a game changer for keeping track of customer information, allowing you to create targeting campaigns through segmentation, and improve communication to nurture long-term business relationships.

Here are just a few ways you can use a restaurant CRM to change your business for the better:

  • Get a history of interactions with customers and partners so you can track feedback and improve future interactions
  • Send targeted campaigns to drum up business
  • Streamline the booking-to-customer process with automation tools
  • Analyze customer behavior, feedback, and trends to make the most of every growth opportunity
  • Generate advanced reports on sales performance, forecasted sales, and more to improve decision-making with informed foresight

Features to look for in your restaurant CRM

With so many CRM options available for restaurants, choosing the right one makes all the difference. But what features are essential for a restaurant CRM?

The best restaurant CRM solution is one that provides essential features for your business, such as contact management and sales automation, advanced tools like appointment schedulers, email and SMS marketing, and lead generation features to elevate your restaurant.

Take a look at these features in-depth to understand how a CRM can help your restaurant.

Contact management to keep track of customer and business relationships

uma captura de ecrã de um contacto chamado Newing Industries Inc. em Nutshell CRM

As a restaurant manager, it’s crucial to keep all your contacts in a row to ensure smooth operations. Using a CRM with contact management features to track contact details of customers and business partners (potential and established) is a must for business growth.

With a centralized source of truth, you’ll no longer have to update outdated Excel spreadsheets and lose potential deals.

  • Centralized contact database: Keep every number, email, and address in a single platform to access and update when necessary
  • Automated contact syncing: Records updated automatically in your CRM as changes are made
  • Business card scanner: Generate new leads on the fly with a business card scanner that links to your CRM, creating new records and helping you keep track of potential business opportunities.

Sales pipelines to streamline sales operations

Whether you’re interacting with customers or business partners, your sales process needs a customized approach. With multiple sales pipelines, you can nurture leads and secure deals in both B2B and B2C.

Being able to work your leads through multiple pipelines enables you to create the perfect sales process for different customers and clients.

Nutshell lets you create multiple customizable pipelines that fit your team’s needs, no matter the type of lead you engage.

  • Automatically move leads through your pipeline and send multi-email drip sequences to keep the conversation going
  • Provide your sales team with guidance on exactly what to do and when as leads move through each stage of the pipeline
  • Auto-assign leads to the right-fit sales rep to provide tailored support and communication
  • Mark leads as Hot to alert everyone of your most valuable potential deals

World-class email marketing to promote your business and manage leads

Using a CRM can help restaurant owners create better marketing campaigns. With easy-to-use restaurant CRM software like Nutshell, going through your contact database can give you valuable insight on how to personalize and segment campaigns, whether email or SMS.

Nutshell Email marketing lets you create and schedule email campaigns for your restaurant clients. If you’re announcing a new dish or exclusive sale, you can craft personalized emails and schedule the broadcast to customer segments that would be most interested.

Didn’t get a response on important business email interactions? You can automate follow-ups with Nutshell’s personal email outreach to maximize responses.

Take advantage of Nutshell’s best-in-class email features, such as:

  • User-friendly drag-and-drop email design tool to personalize your email branding
  • Professionally designed email templates so you’re not starting with a blank page
  • Automated drip sequences to get your message to the right audience at the right time
  • A/B testing to optimize your emails for increased clicks
  • Advanced email tracking to measure and improve campaign performance

Detailed sales analytics for a deeper understanding of your customers and best opportunities

Sales Report

The best way to determine the effectiveness of marketing campaigns and customer behavior–such as seasons of maximum reservations/orders–is through data collection, reporting, and analysis. 

Nutshell comes with advanced custom reporting, to give you an overview of campaign and sales success, as well as the ability to dive deeper into specific data segments for more insight.

Do you see patterns in customer demographics or behavior–do specific demographics order a specific dish more, or is there a time of day or season when you get the most reservations? You can use such data to sharpen your restaurant operations, staying ahead of trends by ensuring the most used ingredients are always in stock or you have alternative ingredients for dietary preferences most popular among your customer base. Determine opportunities for menu upgrades and additions to maximize customer satisfaction and repeat business.

Choosing Nutshell as your restaurant CRM offers you the best in CRM reporting and analytics, which provides you with the following:

  • Track sales performances, comparing numbers to previous periods
  • Assess your sales team’s productivity and identify opportunities for improvement
  • Predict sales and revenue for the coming seasons, and plan accordingly
  • Integrate Nutshell with Google Analytics to incorporate POS, website, and online advertising data
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Nutshell é o melhor valor para o dinheiro. A versatilidade e a funcionalidade tornam-no num produto muito fácil e poderoso de utilizar.

Mark M. Southwestern Scale Co.

No passado, utilizei o Act, o Goldmine e o Salesforce e descobri que o Nutshell era o mais fácil de utilizar e de configurar campos personalizados. Recomendo o Nutshell a outras pessoas que estejam interessadas num CRM fácil de aprender e de navegar.

Craig C. Thermal-Tec

Deixámos a Hubspot por Nutshell porque a Hubspot era demasiado complexa. Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos a avaliar CRMs, o único fator decisivo entre Nutshell e Salesforce resumia-se ao tempo de rotação e ao preço. Nutshell ganha em ambos os casos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Get more from your restaurant CRM with integrations

Increase your business’s efficiency with CRM software integrations. Connecting your CRM with software your business already uses keeps all your contact, accounting, and booking data synced across all your apps. 

With your CRM as the hub of your restaurant tech stack, you can elevate the customer experience by gaining insight into all your business touchpoints.

  • Lead generation integrations: In the restaurant business, it’s becoming increasingly common to attract new customers through online marketing and lead generation and nurturing. Nutshell integrates with lead generation tools such as Google Ads, Google Analytics, Reply, and more.
  • Accounting integrations: Simplify online invoicing and data entry by connecting with accounting software such as QuickBooks, Sage Intacct, and Xero.
  • Communication and help desk integrations: Providing great customer support is key for a thriving restaurant. When you integrate Nutshell with help desk apps such as Deskpro, LivePerson, Zendesk, and Intercom, you can make the most of every interaction your support team has with customers.
  • Reservation software integrations: Manage seating reservations seamlessly by connecting tools such as Square, Checkfront, ServiceM8, and more to your Nutshell account.
  • Social media integrations: With Nutshell’s social media lead generation integrations, your team can stay connected with potential customers on multiple platforms and build a brand that keeps them coming back. Integrate with top social media apps such as Instagram, X (Twitter), Facebook, TikTok, and more.
um gráfico que mostra vários logótipos ligados entre si Nutshell

Benefits of using Nutshell’s CRM for your restaurant business

The restaurant and hospitality industry has a unique need for customer relationship management software that focuses on providing excellent customer service. Nutshell is built to help you nurture the connections that drive loyalty and business growth.

When you choose Nutshell as your restaurant CRM, you empower your business with:

Mas não acredite apenas na nossa palavra

Our customers have a lot to say about how Nutshell has helped them connect with clients, gain insight into their sales, manage marketing campaigns, and more. Check out our customer stories to learn more about how Nutshell has helped companies like yours meet and exceed their goals!

Escolha o melhor plano para a sua equipa

Faturação anual
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An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Incluído em todos os planos...

  • Unlimited storage, contacts & accounts
  • Gestão de contactos e calendários de comunicação
  • Sincronização de correio eletrónico e calendário
  • Pipeline de vendas único personalizável
  • Customizable single sales pipeline (100 open leads limit)
  • E mais
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Tudo em Foundation, mais ...

  • Activity and Email reports
  • Sales and Activity quotas
  • Objectivos da fase de desenvolvimento
  • Up to 25 custom fields
  • No active leads limit
  • E mais
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 por utilizador por mês

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatização das vendas
  • Personal email sequences email sequences
  • Conjunto completo de relatórios, incluindo relatórios de atividade, de funil e de previsão
  • Meeting scheduling software (lite version)
  • E mais
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

$59 por utilizador por mês

Tudo em Pro, mais ...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • E mais
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 por utilizador por mês

Everything in Business, plus…

  • Pipelines ilimitados
  • Unlimited custom fields, teams, currencies and territories
  • Acesso SQL só de leitura
  • Suporte da API
  • E mais
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When you choose Nutshell as your restaurant CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

SAIBA MAIS

Start growing with the best CRM for restaurants today

Getting started with building and nurturing customer relationships can be daunting for any business in the food service industry. It’s an ongoing process that requires learning new software and improving your internal processes to meet your goals.

With an easy-to-use and affordable CRM like Nutshell, navigating the ropes of relationship building is made easier. Try Nutshell free for 14 days, or contact our team to discover how Nutshell can transform the way you do business.

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