CRM for Restaurants
Welcome to InvestGlass, the powerful CRM platform designed for restaurants. Our platform helps you improve your knowledge about your customers and boost their loyalty to your restaurant.
Simplify Your Workflow
From Start to End
Manage your restaurant’s menu, specials, and promotions with ease, using our Swiss CRM designed specifically for restaurants and caterers. Our software includes digital onboarding, life cycle management, and marketing campaigns to help you increase sales, attract new customers, and retain old ones.
Automated workflows
Restaurants’ success is based on customer satisfaction and loyalty. However, digital transformation is putting pressure on time and team management. The key characteristics of a restaurant CRM to succeed are ease of use, visibility into team activity, quality of automation and follow-ups, and the ability to monitor performance. A CRM solution provides marketing campaigns and contact and document management, which remain at the center of restaurant operations.
Flexible CRM
InvestGlass is the perfect CRM platform for restaurants. Collect customer data and easily reach them for future marketing campaigns through email, while staying GDPR compliant. Our CRM helps you collect contact details and preferences in a natural and non-intrusive way, so you can present personalized suggestions to your team to manage customer loyalty. Connect to our phone application to boost interactions and increase customer retention. Our CRM also connects to payment processing, POS systems, social media, and online ordering, and integrates with your existing software solution.
Digital onboarding
InvestGlass’s digital onboarding feature is the perfect tool for restaurants to collect customer information quickly and easily. Our platform allows you to create digital forms that can be completed online, including a digital signature feature. Say goodbye to printing out forms and mailing them! This valuable tool will save you time and simplify the onboarding process for new prospects and existing clients.
Sales pipeline and deals
InvestGlass’s pipeline functionality is essential for restaurants to properly forecast and plan growth. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. Our platform makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.
Employee portal & Calendar
InvestGlass includes an employee portal and calendar feature to help restaurants manage their team more efficiently. With our employee portal, you can assign tasks, track progress, and communicate with your team members in real-time. The calendar feature allows you to manage employee schedules, plan for peak hours, and avoid conflicts. Say goodbye to scheduling headaches and hello to streamlined team management with InvestGlass CRM for restaurants.
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Turnkey hosting in Switzerland or in your local server
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Built-in template for food & beverage businesses
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Capture more leads
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Help you close deals faster
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Respect regulatory frameworks
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Automate sales tasks
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Support your customer communication
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Create customized sales reports
