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Why do I need a CRM?

Best Restaurants CRM Systems

Corporate solutions for client management

CRM stands for Customer Relationship Management and is an umbrella term for a range of software applications designed to help businesses optimize their customer interactions, store customer data, access business information, streamline sales processes, lead tracking, contracts, marketing automation, customer support, clients and contacts, vendor/partner relationship support, employee records, workforce knowledge and training, and asset/resource management.

CRM software is vital for restaurants because it can help them improve their customer service, loyalty, and retention. By using CRM software, restaurants can collect and analyze customer data such as preferences, feedback, order history, and spending patterns.  This can help them personalize their offers and promotions based on customers’ needs and interests. CRM software can also help restaurants communicate with customers through various channels such as email, SMS, or social media. This can help them build relationships with customers and increase repeat visits.

Since we have touched upon briefly what CRM is and how it can help in restaurants, let us look at the three best CRM for restaurants.

  1. Best overall: Costa Rica CRM 
  2. Best for Menu and Event Planning: Copper
  3. Best for Personalised Service: TouchBistro

Now, we will dive deep into the different restaurant CRM which can help you expand your brand. 

  1. CostaRica CRM

Costa Rica CRM is an ideal choice for eateries that need to effectively manage their customer relations, allowing you to build customized profiles and track customer interactions; this comprehensive software simplifies the process of monitoring and analyzing customer data and creating reports.

Costa Rica CRM is designed with a user-friendly interface and the right set of features to make customer management a breeze for restaurant owners. It gives them a comprehensive view of customers’ favorite dishes, spending habits, and other data so they can anticipate their needs and provide an exceptional customer experience. CostaRica CRM software is designed to make restaurant operations more efficient and enhance customer satisfaction. By giving insights into customer behavior and trends, it can provide valuable data for improved decision-making.

With the help of vtiger CRM, you can automate your marketing campaigns and workflows to attract customers and increase loyalty. You can segment your customers based on their profile and behavior, send them targeted emails and offers, and measure the effectiveness of your campaigns.

Here are some of the features:

  • Project Management
  • Workflow Automation
  • Reservation 
  • Case Management
  • Collaboration
  • Tasks and Activities
  • Reporting and Insights
  • Third-party Integrations



CostaRica CRM offers various packages at different price points. You may contact for more information about their services.

The best part about the pricing is that you only pay for how much you need. 

A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Copper 

Copper CRM has come up with an effective customer relationship management system that integrates with Google Workspace.  It is a comprehensive tool that assists customers in managing contacts, leads, tasks, workflows, emails, and sales analytics conveniently. Copper CRM has proven to be essential for all types of businesses, including restaurants. It is trusted so much that Copper even uses its own software to track and manage deals, as well as follow-ups. 

Features to look out for-

  • Contact and lead management
  • Workflow automation
  • Task management
  • Sales analytics
  • Automated Reminder

Rating: 4.5/5 (G2 Rating)


The pricing of Copper CRM depends on the plan you choose. There are three plans available: Basic, Professional, and Business. It can vary if it is billed annually or monthly, and it ranges from $29 to $129.

Works within Gmail and other Google toolsIt has no hidden costs or fees.It has powerful features.Free trial is only available for Business planIt may not be suitable for businesses that do not use Google Workspace. Limitations in territory management. 
  1. TouchBistro

TouchBistro CRM is a customer relationship management platform that helps restaurants create personalized service and send targeted marketing offers to their customers. As part of the TouchBistro suite, you get access to a wide range of features, such as a point-of-sale system, online ordering, reservations, payments, gift cards, and more.

Essential features include-

  • Loyalty program
  • Marketing automation
  • Guest management
  • Guest Management

Rating: 4.4/5 (G2 Rating).


To understand their pricing models, we have to look at the two levels which they offer. They are TouchBistro CRM and TouchBistro POS. The basic loyalty package starts at $50 a month; the plus plan runs $99 a month, and the premium plan $189 a month, with each giving access to more features. The POS software pricing starts at $69 per user per month. To get more information about their services, you can either request a quote or book a demo on the website. 

Flexible and stable.Designed for the restaurant industry.Loyalty programs.Improve customer satisfaction.It may not be compatible with some existing hardware or software.Limitations in terms of customization or scalability.Expensive.
  1. OpenTable

OpenTable CRM helps restaurants run their operations smoothly by providing access to a vast network of guests, vendors, and employees. It allows for more efficient shift management, increased customer acquisition rate, conversions of one-time customers into regulars, and the creation and selling of gastronomical experiences.

OpenTable CRM is a great tool for restaurant and hospitality businesses to get to know their guests and customize their experience accordingly. It can provide you with details such as who your guests are, what they prefer, any special occasions, etc. This will help you provide better hospitality with ease.

Features that include in OpenTable- 

  • Shift planning
  • Reservations
  • Guest profile
  • Table management
  • Reporting and analytics

Rating: 4.1/5 (G2 Rating)


They offer three different pricing models – Basic, Core, and Pro – with respective prices of $39, $249, and $499. In addition to that, they offer transparent pricing, which means that there are no hidden costs or extra surprises at checkout.

Enables customers to book reservations conveniently.Supports various devices.Provides a strong marketing engine and guest management tools.Charges a fee for every cover you receive.It may not have accurate cuisine categories for some restaurants.Reportedly, they do have good communication with some restaurants.
  1. Punchh

Punchh CRM is a cloud-based platform designed to give restaurant owners the tools they need to promote their business and increase customer retention, visits, and spending. It also allows them to better understand their customers’ needs and improve their customer experience. Punchh provides loyalty programs, specifically-tailored offers, and behavior-driven campaigns to suit the needs of each guest. Plus, the marketing messages are distributed through multiple channels. Some of the restaurant brands that use Punchh include Denny’s, Zaxby’s, Pancheros, and more.

Its key features include the following-

  • Loyalty suite
  • Web-based dashboard:
  • Mobile apps
  • AI technology
  • 200+ technology integrations
  • Detailed reporting

Rating: 1.9/5 (G2 Rating)


Punchh CRM pricing is based on the number of modules, locations, and features you choose. Different sources have reported varying prices ranging from $5 per month per user to around an absurd amount of $100K for a restaurant brand in 2019.

Decent loyalty program.Engagement tools are available.Automates and streamlines your marketing, sales, and service processes. Expensive to implement and operateTechnical issues or security risks
  1. Toast

Toast CRM is a comprehensive customer relationship management platform designed with the restaurant industry in its mind. Its main purpose is to help businesses stay connected with customers, encourage their return and ultimately drive sales growth. It provides solutions that include point of sale, ordering processes, delivery, payroll, and team management. 

Hallmark features-

  • Restaurant email marketing built into your point of sale.
  • Credit card-linked loyalty program with customizable rewards.
  • Branded physical and digital gift cards that can be sold online or in person.
  • Advanced reporting and analytics on guest behavior and preferences.

Rating: It is rated 5/5 on G2 but is only rated once. 


The pricing is not publicly available, and they must be contacted directly for a quote. 

Offers a range of hardware options and online ordering tools.Multiple-location support.Integrates with third-party software providers.Requires a long-term contract.Charges high processing fees.Exclusive to its hardware.Inconsistent service quality.
  1. Eat App

Eat App CRM is a diverse platform designed specifically for restaurants to provide them with the capability to simplify their reservation, table and guest management, marketing, and other aspects of running a business.

Features that stand out-

  • Robust guest profiles that automatically update.
  • Collection of guest data and feedback.
  • Help personalize the guest experience.




A CRM and reservation system that helps restaurants grow their guest database and track their behavior in real time. It can help restaurants segment their customers, send personalized marketing campaigns, collect feedback, and identify VIPs or regulars.

  1. Upserve

Upserve CRM is a restaurant-oriented software that helps restaurateurs to better manage customer relations and marketing. It was formerly known as Breadcrumb POS and was purchased by Lightspeed in the year 2020.

UpServe CRM enables restaurants to gain valuable insights through customer data analysis. It allows them to create tailored messages and offers, segment customers based on their preferences and behavior, and track the progress of their promotional campaigns.

UpServe CRM includes several valuable benefits and key features, including-

  • Guest profiles with contact information.
  • Automated guest tagging.
  • Customizable email and SMS templates.
  • Integration with other restaurant software.

Rating: 4.3/5 (G2 Rating)


The prices are not set in stone. To get the exact quote, you have to contact them to get a personalized quote. 

Offers 24/7 support.Provides reports and insights on sales.Expensive compared to other restaurant CRM systemsNot compatible with some hardware or softwareLearning curve
  1. Popmenu

With cutting-edge features like dynamic menu management, direct ordering and delivery, website hosting and design, and customer data analysis, Popmenu CRM empowers restaurants to own their guest relationships like never before. By engaging first-time guests with personalized messages and offers, Popmenu CRM helps restaurants turn more one-time diners into loyal regulars. No wonder over 10,000 restaurants trust Popmenu CRM to elevate their guest experience.

Important features to keep in mind-

  • Menu customization.
  • Digital ads.
  • Front-of-house solution.

Rating: 4.8/5 (Capttera Rating)


Popmenu offers two plans for restaurants: Indie and Pro. For $149 a month, you can get the Indie plan that gives you a website with a dynamic menu, online ordering and delivery, automated marketing, and customer data. For $349 a month, you can upgrade to the Pro plan that adds waitlist and table management, guest feedback, text marketing, and third-party order aggregation to the mix.

Helps restaurants create dynamic and interactive menus.Offers commission-free online ordering and delivery.Responsive and helpful customer service.Offers front-of-house solutionsHas a one-sided and restrictive contract.Has high pricing compared to some of its competitors.Has some issues with integration, bugs, and communication.
  1. PoSist

If you run a restaurant, you know how important it is to keep your customers happy and loyal. You also know how challenging it is to manage your operations efficiently and effectively. That’s why you need PoSist CRM, the best cloud-based software for restaurant management. PoSist CRM helps you connect with your customers, market your brand, and delight your guests. It works for any kind of F&B business, whether you have a single outlet or a chain of hundreds.

PoSist CRM also works seamlessly with other tools that you need, such as inventory, kitchen, staff, and analytics. It follows all the rules and regulations of your country and has a strong network of over 400+ partners. To find out more or book a demo, visit.

PoSist features that enable you to

  • Collect and segment customer data from various channels.
  • Create and manage loyalty programs based on customer behavior.
  • Analyze the ROI of your marketing campaigns.
  • Customize and schedule email and SMS campaigns.

Rating: 4.8/5 (G2 Rating)


PoSist doesn’t reveal its pricing on its website, but it charges you based on how many users you have per year. One website says that you have to pay around $580 per year for the Posist Premium Module. The best thing to do is to get in touch with Posist and ask them for a quote or a demo.

It is a cloud-based restaurant management software.It has a unified platform that integrates with over 400+ partners.It has a multi-lingual and intuitive user interface.It has a helpful implementation team.No fixed rates. Steep learning curve.It does not allow you to download the reports.It has some minor issues, like lagging.

How can CRM be used in a Restaurant?

Restaurants can use CRM software in such ways:

  • Sending birthday or anniversary coupons to customers who have provided their contact details.
  • Creating loyalty programs that reward customers for frequent visits or referrals.
  • Segmenting customers based on their dining habits or preferences and sending them targeted messages or offers.
  • Collect customer feedback after each visit and use it to improve service quality or menu items.
  • Tracking customer satisfaction levels and identifying areas for improvement.

What are the advantages of CRM for Restaurants?

The benefits of CRM for restaurants are

  1. It helps you segment customers based on different factors like gender, age, preferences, etc., and tailor your marketing campaigns accordingly.
  2. It helps you increase customer loyalty and retention by offering personalized rewards and discounts based on their purchase history.
  3. It helps you improve customer service by keeping track of customer feedback and complaints and resolving them quickly.
  4. It helps you increase revenue by upselling and cross-selling relevant products and services to your customers based on their preferences.
  5. It helps you reduce operational costs by automating tasks like sending an email or SMS reminders, confirmations, and thank-you notes.

What are the disadvantages of CRM for Restaurants?

CRM for restaurants can also have disadvantages you should be aware of before implementing one. Some possible drawbacks are:

  1. It can be costly to buy and maintain a CRM system, especially if you choose a reputable solution provider or need custom integrations.
  2. It can be challenging to train your staff to use the CRM system effectively and consistently, especially if they are not tech-savvy or resistant to change.
  3. It can be risky to store sensitive customer data on a CRM system, especially if you don’t have robust security protocols or backup plans in case of data breaches or cyberattacks.
  4. It can be counterproductive to rely too much on a CRM system and lose the human touch with your customers, especially if you send too many automated messages or offers that are not relevant or personalized.

When selecting a CRM for your restaurant, it’s essential to carefully assess the benefits and any potential drawbacks. The most effective choice is usually one that aligns with your budget and meets all of your requirements. Additionally, a system that has been designed specifically for restaurants is likely to have more useful features and integrations tailored to the industry of hospitality.

What CRM practices should Restaurants avoid?

Not all CRM practices are beneficial for restaurants; some of the CRM practices that restaurants should avoid are:

  1. Sending too many irrelevant emails to customers – This can annoy customers and make them unsubscribe from your email list or mark your emails as spam. Instead, restaurants should segment their customers based on their preferences, behavior, and feedback and send them targeted and timely messages that offer value and incentives.
  1. Ignoring customer feedback or complaints – Customers expect restaurants to listen to their opinions and address their issues promptly and professionally. Ignoring customer feedback or complaints can damage your reputation and make customers feel unappreciated or frustrated. Instead, restaurants should respond to customer feedback or complaints on various channels (such as social media, review sites, email, etc.) and show empathy, gratitude, and solutions.
  1. Relying on outdated or inaccurate customer data – Customer data is the foundation of CRM, but it can become outdated or inaccurate over time due to changes in customer preferences, behavior, or contact information. Relying on outdated or inaccurate customer data can lead to ineffective or inappropriate communication with customers. Instead, restaurants should update and verify their customer data regularly and use reliable sources (such as online reservations, loyalty programs, surveys, etc.) to collect customer data.

What is the role of CRM in Restaurants?

CRM plays a critical role in restaurants, helping owners and staff to gain insights into their customers and provide customized service and targeted promotions in an efficient manner. It is the key to providing personalized experiences at scale.

CRM can help restaurants collect, store and analyze customer data, such as contact information, interaction history, preferences, feedback, and notable dates. CRM can also help restaurants communicate with customers through various channels, such as email, social media, loyalty programs, and reservation systems.

By using CRM, restaurants can benefit from the following:

  • Increased customer loyalty, retention, and satisfaction: CRM can help restaurants create dining experiences that make customers feel unique and valued and encourage them to return more often and spend more.
  • Improved operational efficiency and guest satisfaction: CRM can help restaurants optimize their table management, staff allocation, menu design, and inventory management based on customer data and feedback.
  • Enhanced marketing effectiveness and revenue: CRM can help restaurants segment their customers based on their behavior and preferences and send them targeted and timely offers that increase conversions and repeat visits.

How does a Restaurant CRM show marketing ROI?

A restaurant CRM is a tool that lets you keep track of your customers and how they interact with your restaurant. A restaurant CRM can help you figure out how much money you make from your marketing efforts by

  1. Seeing how well your different marketing channels work, like email, SMS, social media, and so on. You can look at things like how many people open your messages, click on your links, or buy something from you.
  2. Dividing your customers into different groups based on things like who they are, what they like, how they behave, and how much they spend. You can then send them messages and offers that match their interests and needs.
  3. Making and run loyalty programs that give your customers rewards for coming back to your restaurant or bringing their friends. You can make your customers more loyal and valuable to your business.
  4. Getting and studying customer feedback and reviews to know how happy your customers are and how you can serve them better.

Using a restaurant CRM can help you make more money, save more money, and build a better reputation for your restaurant. A restaurant CRM can also help you measure how much money you get back from your marketing efforts by comparing how much money you make from them with how much money you spend on them.

How much does a Restaurant CRM software cost?

Restaurant CRM software can come with a large price tag, depending on the range of features, functions, and scalability it offers. Some providers may charge an annual or monthly subscription fee relevant to the number of users, customers, or locations. Some might charge a one-time fee for the initial setup or a percentage of the total revenue generated from using the system.

To find out the best pricing models, you may visit and select the most suitable prices for you. 

What are the things to consider in a Restaurant CRM software?

Before you choose a CRM system for your restaurant, you need to consider a few things: 

  1. What kind of restaurant do you run, and how big is it? There are different CRM systems for different types of restaurants, like fine dining, casual dining, fast food, coffee shops, and so on. You need to find a CRM system that matches your restaurant’s needs and budget. 
  2. What do you want your CRM system to do for you? Most CRM systems have some common features, like a customer database, customer history, reservation management, loyalty program management, email and SMS marketing, feedback management, analytics and reporting, and so on. You need to find a CRM system that has the features that you want, and that works well with your other systems, like POS, online ordering, delivery platforms, and so on. 
  3. How easy is it to use and get help from your CRM system? You need to find a CRM system that is easy to set up and use and that has good and fast customer support. You should also look at the reviews and ratings of the CRM system from other users to see how well it works and how popular it is.
  4. How much money will you make or save from your CRM system? You need to find a CRM system that can help you make more money and keep more customers by giving them personalized service and special marketing offers. You should also compare the prices and plans of different CRM systems to find the best deal for your money.

Do Restaurant Companies Need a CRM?

The short answer is yes. There are pros and cons that you need to weigh out before making any decision pertaining to your business. With CRM software, restaurants can do numerous things to improve their business:

  • They can keep all their customer data in one place and get it easily.
  • They can learn about each customer and give them what they want. 
  • They can find and attract more customers by using data from previous interactions. 
  • They can make customers happy and loyal by giving them rewards and offers. 
  • They can market and sell better by targeting customers based on their likes and dislikes. 
  • They can get feedback and insights on how customers feel and what they think.
  • They can work with other systems like POS, online ordering, delivery platforms, etc. 

So, CRM software is a great tool for restaurant companies to manage their customer relationships better and grow their business.

Which Restaurant CRM Software is free?

There are many CRM Software that are free of cost for restaurants to use. The best ones which are available in the market are Eat App, ClickBACON, Yodeck, etc. It is a good idea to try to accustom yourself to CRM software before completely committing to it. The free software can help you to do just that. 

Which Restaurant CRM Software is best for Android?

Some of the best restaurant CRM software for Android are:

  • Eat App: An all-in-one table and reservation management system with a guest profile database, email and SMS marketing campaigns, and a reporting dashboard. Eat App also offers a free Android app that lets you manage your reservations from anywhere.
  • Toast: A cloud-based restaurant management platform that combines POS, front-of-house, back-of-house, and guest-facing technology. Toast also offers a free Android app that lets you access your data and reports from anywhere.
  • Popmenu: A digital marketing platform that helps restaurants create dynamic online menus, attract more guests, and increase repeat visits. Popmenu also offers a free Android app that lets you manage your online presence from anywhere.

Which Restaurant CRM Software is best for an iPhone?

Some of the best restaurant CRM software for iPhone are:

  • OpenTable: A popular online reservation platform that connects diners with restaurants around the world. OpenTable also offers a free iPhone app that lets you manage your reservations, guest feedback, and marketing campaigns from anywhere.
  • POSist: A cloud-based restaurant management system that helps you streamline operations, reduce costs, and increase profits. POSist also offers a free iPhone app that lets you monitor your sales, inventory, staff, and customer feedback from anywhere.
  • Upserve: A comprehensive restaurant management solution that provides POS, online ordering, inventory management, analytics, and more. Upserve also offers a free iPhone app that lets you access your data and insights from anywhere.

Which Restaurant CRM Software is best for Mac?

Fortunately, several customer relationship management (CRM) software solutions are available for Mac that can streamline your restaurant’s operations and provide valuable insights into your customer base. In this post, we’ll explore some of the best restaurant CRM software for Mac that you should consider implementing in your restaurant.

  • First on our list is Eat App, an all-in-one table and reservation management system with a guest profile database, email and SMS marketing campaigns, and a reporting dashboard. With the convenience of a Mac app, you can easily manage your reservations and guests from your desktop.
  • Next up is Toast, a cloud-based restaurant management platform that offers a comprehensive suite of solutions, including point-of-sale (POS), front-of-house, back-of-house, and guest-facing technology. With Toast’s Mac app, you can easily access your data and reports, allowing you to make informed business decisions on the go. 
  • Last but not least is Popmenu, a digital marketing platform specializing in creating dynamic online menus, attracting more guests, and increasing repeat visits. With Popmenu’s Mac app, you can manage your online presence from your desktop and keep your menus up to date effortlessly.

Which Restaurant CRM Software is best for Windows?

Suppose you’re looking for reliable customer relationship management (CRM) software that works on Windows. In that case, some of the best in the market include:

  • Costa Rica CRM: A restaurant CRM that offers dedicated solutions for different industries, including eCommerce, B2B companies, and digital businesses. Costa Rica CRM also provides email marketing, automation, segmentation, and personalization.
  • Pipedrive: A sales-focused CRM that helps you manage your leads, deals, contacts, and activities. Pipedrive also integrates with various tools like Mailchimp, Google Calendar, and Zapier.
  • Keap: A CRM that helps you organize your client information, automate your follow-ups, and track your sales. Keap also offers email marketing, invoicing, payments, and appointments.

Which Restaurant CRM Software is best for Small Businesses?

When it comes to selecting restaurant CRM software for small businesses, it is crucial to choose a solution that meets your specific needs and budget. Some of the factors to consider are features, ease of use, customer support, and pricing. 

One of the best options for small restaurants is Costa Rica CRM, a cloud-based restaurant management platform that offers a comprehensive suite of solutions. Costa Rica CRM’s pricing plans are affordable and scalable, making it an excellent choice for small businesses. Moreover, it is a user-friendly interface, and robust customer support can help small business owners streamline their operations and enhance the guest experience.

Which Restaurant CRM Software is best for Web-Based?

There is no such clear best restaurant CRM software. They all possess qualities which that can be selected upon your preference. Costa Rica CRM provides the best web-based CRM, as it has all the latest features you could ask for. 

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