CRM for Restaurants

InvestGlass improves your knowledge about your customers and boost loyalty to your restaurant.

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Restaurants and caterers could benefit from the services provided by this type of software by increasing their sales, attracting new customers, and retaining old ones. Here are the best tools for these industries.

Email marketing automation and business processes

Brokerage firms’ success is based on lead conversion and commissions. qYet, the digital transformation is pressuring a clear optimization of time and team management. Within the industry, the key characteristics of CRMs to succeed are the ease of use, the visibility into agents’ activity, the quality of automation and follow-ups, and the ability to monitor performance. Agents and brokers use customer relationship management software in order to gather clear data and contact information, record opportunities in the market, and assess performance metrics according to their goals. Besides, a CRM solution provides marketing campaigns, such as drip campaigns, which can be dispatched via email notifications or text messages by the sales team. Contact management and document management remain at the center of an agent’s day-to-day work. InvestGlass is the best CRM with an integrated sourcing offer and of course, it’s a Swiss cloud-based solution. The solution is built first for the financial services industry.

CRM for restaurants

With InvestGlass, you can build any form to collect customer data and reach them for future marketing campaigns. Email marketing is made easy and GDPR compliant. Our CRM for restaurants helps restaurant owners collect contact details and preferences in a natural and non-intrusive way. When your customer will come back, the CRM for restaurants will log all needed data and present personalized suggestions to your team managing your customer loyalty.

InvestGlass connect to phone application to boost your interactions to increase your customer retention.

InvestGlass CRM for restaurants is connected to payment processing, pos system, social media, online ordering and integrates with your existing software solution.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines for mortgage brokers

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. 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. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

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  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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