CRM & Customers
One place for every customer conversation — inbox, reservations, catering, job applications, Google reviews, and (on Growth) your segmented customer base.
A little guidance. A clearer next step.
Your inbox: every channel in one thread list
Emails, Instagram DMs, Facebook messages, and contact-form submissions land in one inbox — and you reply from right there.
Manage reservations
Booking requests flow into the Reservations tab with a clear status path — pending to confirmed to seated to completed.
Run catering orders through the pipeline
Catering is its own pipeline — inquiry to quote to confirmed to fulfilled — with real line items and a locked total once confirmed.
Review job applications
Applications from your careers page land with resume and cover letter, an AI read to help you triage where one's available, and — when you hire someone — an employee record created automatically.
Reply to Google reviews from the dashboard
Your Google reviews in the Reviews tab — with an AI-drafted reply you edit and send without leaving the CRM.
Customer profiles and segments
The Loyalty & Customers board (Growth) — every customer's order history and spend, segmented into VIPs, at-risk, and loyalty members.
Text your customers from your own number
Set up a texting line for your restaurant so you can send and receive SMS with customers from their profile (SMS sending requires the texting feature to be enabled for your account).
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CRM & Customers questions
Find the guide for the task in front of you.
What do the crm & customers guides cover?
One place for every customer conversation — inbox, reservations, catering, job applications, Google reviews, and (on Growth) your segmented customer base.
What does the “Your inbox: every channel in one thread list” guide explain?
Emails, Instagram DMs, Facebook messages, and contact-form submissions land in one inbox — and you reply from right there.
What does the “Manage reservations” guide explain?
Booking requests flow into the Reservations tab with a clear status path — pending to confirmed to seated to completed.