CRM for restaurants
A restaurant CRM that knows your regulars and books your events
Turn phone reservations, private dining requests and catering inquiries into guest records you can act on. Your AI manager answers the phone during service so your team can keep cooking.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Menu and quote sent
Tasting or call booked
Deposit pending
Quick answer
What does a restaurant CRM do?
A restaurant CRM keeps a record of every guest: visits, allergies, seating preferences, celebrations and the messages they sent. Clientager adds a pipeline for private dining and catering inquiries, quotes with deposit links, and automations that send reminders and win-back offers. Its AI manager answers calls, WhatsApp and chat 24/7, takes reservations and logs each one in the CRM, which matters most during a busy dinner service.
Built for restaurants and cafes
Your Restaurant CRM comes set up with the stages and fields restaurants and cafes actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Menu and quote sent
- Tasting or call booked
- Deposit pending
- Won
What each record holds
- Visit history
- Allergies and dietary needs
- Seating preference
- Party size usually booked
- Birthday or anniversary
- Favorite dishes or wines
- Regular flag
- Event type
- Company name for group bookings
Reservations linked to guests
Every booking sits on the guest record with party size, time and notes. The calendar view shows the week's bookings next to staff tasks, so the floor manager sees what is coming.
Allergy and preference notes
Record allergies, dietary needs, seating preferences and favorite dishes as fields. They show up every time the guest books, so the kitchen and floor team are briefed before the guest arrives.
Private dining and catering pipeline
Birthday dinners, office parties and catering orders move from inquiry to deposit paid. Each one carries a value, so you can see how much event revenue is waiting on a follow-up.
Set menus and quotes
Add your set menus, drinks packages and catering trays to the catalog. Build a quote with line items, tax and a discount, then send a pay-by-link for the deposit through your own payment account.
Smart lists for regulars
Save filters like guests with three or more visits, guests who booked a celebration last year, or lapsed regulars. Send each group a targeted SMS or email from a saved template.
Tasks for the team
Assign tasks with due times, such as confirming a cake order or calling back a catering lead. The person responsible sees it on their list and on the calendar.
Reports by source and season
See new guests, inquiries by source, event revenue collected and how many calls arrived during service or after closing.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers the phone during service
The phone rings at 8pm with a full dining room. Your AI manager picks up, takes the reservation, notes the allergy and logs it on the guest record.
Qualifies event inquiries
For a private dining request it asks the date, guest count, budget and occasion, then opens the inquiry in the pipeline with those details filled in.
Sends menus and deposit links
It can share your set menu options and send a deposit link for large parties, then schedule a reminder the day before.
Handles common questions
Opening hours, parking, dress code, dog policy and gluten-free options are answered in the guest's language over WhatsApp, chat or SMS.
Flags what needs a person
A complaint about last night's meal or a same-day change to a 20-person booking goes to the manager with a callback task.
How a restaurant runs on Clientager
- 01
A call during dinner rush
A guest calls to book a table for six and mentions a nut allergy. The AI manager takes the booking and records the allergy on their profile.
- 02
Morning briefing
The manager opens the calendar view, sees tonight's bookings with allergy and celebration notes, and briefs the kitchen.
- 03
An event inquiry comes in
A company asks about a holiday party for 30. It lands in the pipeline with the date and budget, and a task is created to send set menus.
- 04
Deposit and confirmation
The client accepts the quote and pays the deposit link. The inquiry moves to Won and a confirmation goes out automatically.
- 05
Bringing guests back
After the meal the guest gets a review request. If they do not return in 90 days, a friendly win-back message goes out.
Automations ready to switch on
- When New contact with event type filled in→ Add the tag Event lead and create a task to send menu options within 2 hours.
- When Quote accepted→ Send the deposit invoice by email and move the inquiry to Deposit pending.
- When Invoice paid→ Move the inquiry to Won and send a confirmation SMS with the date, time and party size.
- When Booking completed→ Wait 3 hours, then send a thank-you SMS with a review link.
- When No visit for 90 days→ Send a we-miss-you email to regulars and add the tag Lapsed regular.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Phones ring unanswered during service and bookings go to the place next door.
- Allergy notes live on paper and get lost between shifts.
- Private dining inquiries sit in the inbox for days.
- Regulars are recognized only if the right person is working.
- No idea how much event revenue was quoted but not followed up.
Clientager Restaurant CRM
- The AI manager answers every call and message, even mid-service.
- Allergies and preferences show on every booking for that guest.
- Event inquiries follow a pipeline with tasks and deposit links.
- Any team member can see a guest's visit history and favorites.
- Reports show event pipeline value and revenue collected.
What a restaurant CRM adds beyond a reservation book
A reservation book tells you who is coming tonight. A restaurant CRM tells you who they are. Clientager keeps one record per guest with visit history, allergies, seating preferences, celebrations and every message they sent. When the same guest books again, the details come with them. Your floor team can welcome a regular properly, and your kitchen gets allergy notes before the ticket prints.
The CRM also handles the part of the business that reservation tools ignore: private dining, buyouts and catering. These are your biggest checks, and they need quotes, follow-ups and deposits. Clientager gives them a pipeline with values and tasks, so a 40-person party does not slip through because nobody replied to an email on a busy Friday. Every quote, deposit and message for the event sits on one timeline, so whoever picks it up next knows exactly where things stand.
Stop losing bookings to a ringing phone
The busiest hours for reservation calls are the same hours your team is busiest on the floor. Calls go unanswered, and many guests simply book somewhere else. Clientager's AI manager answers phone calls, WhatsApp, SMS, website chat and email 24/7. It takes the booking, asks about allergies and special occasions, and confirms by message. It also answers the questions that tie up your host stand, such as parking, dress code and whether you have high chairs.
Each conversation is saved on the guest's timeline with a full transcript. If something needs a human, such as a complaint or a large same-day change, the AI manager hands it to the manager on duty with a callback task. Reports show how many conversations the AI handled and how many came in after hours. That number is often the clearest sign of how many guests you were missing before.
Turn first-time diners into regulars
Repeat guests are the steadiest revenue a restaurant has. Clientager makes it easy to look after them. Smart lists group guests by visit count, last visit date or celebration month. Automations send a thank-you with a review link after a visit and a friendly win-back message when a regular has not been in for a while. Smart lists by celebration month let you invite guests back for birthdays and anniversaries with a short personal note.
You decide the wording, timing and channel. Saved templates keep messages on brand, and AI-drafted replies help your team answer questions quickly. Because every message is logged, you can see who responded and who booked again, and adjust what you send. Over a few months you build a clear picture of which offers bring regulars back, and which guests prefer SMS over email. That turns guest marketing from guesswork into a routine your manager can run in a few minutes a week.
- Review requests after each visit
- Celebration-month lists for birthday invites
- Win-back messages for lapsed regulars
Questions about the CRM
What is the difference between a restaurant CRM and an AI manager?
The restaurant CRM stores your guests, bookings, event inquiries, quotes and reports. The AI manager is the agent that answers calls and messages for you. In Clientager the AI manager takes the reservation or event inquiry and writes it into the CRM, so your guest records fill themselves in while your team focuses on service.
Can I import my existing guest list?
Yes. Import from any spreadsheet or CRM export via CSV. Clientager matches your columns to guest fields, checks for duplicates by phone and email, and lets you merge them. You can create custom fields first, such as allergies or favorite table, so the import keeps everything you already track.
Can servers and hosts use it without seeing revenue?
Yes. Staff accounts can see guests, bookings, notes and tasks, but not payments, billing or revenue. Owners and managers see the full picture. Starter includes 2 team logins, Growth includes 5 and Scale is unlimited. An activity log records who changed each booking or guest note.
Does it handle private dining and catering deposits?
Yes. Add your set menus and catering packages to the catalog, build a quote with tax and any discount, and send a pay-by-link through your own Stripe, Razorpay or PayPal account. When the client pays, the invoice is marked paid and the inquiry can move to Won automatically.
Will the AI manager know our menu and policies?
You give it your menus, opening hours, allergy policy, deposit rules and other details during setup. It answers guest questions from that information, and replies to messages in the guest's own language. When a question falls outside what it knows, it hands the conversation to your team with a task instead of guessing.
Can I see which channels bring the most bookings?
Yes. Reports show new guests and leads by source, so you can compare phone, WhatsApp, website chat and email. You also see event pipeline value, conversion rate, revenue collected and the share of conversations that happened after hours. Use those numbers to decide where to put your staff time.
How much does it cost?
The CRM is included in every Clientager plan, and plans start at $39/month. There is no separate CRM charge. Book a live demo to see it set up for a restaurant, and you can get a refund before the AI agent goes live if it does not suit you.
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