CRM & Omnichannel Sales: Driving Growth and Customer Lifetime Value
Build lasting relationships with integrated CRM, loyalty programs, and repeat business campaigns. This module secures your long-term success by unifying all major online delivery platforms and providing advanced customer engagement tools like Digital Menus and Table Reservations.
Key Features
Single point integration with Swiggy and Zomato (with auto accept)
Customer Database management
Loyalty points & rewards, Vouchers, Coupons
Birthday and anniversary offers
Table Reservations (Manage Phone, Web, and Walk-In)
Digital Menu (Interactive, customizable, real-time updates)
SMS & WhatsApp Marketing / Feedback
Restaurant CRM software that unifies every customer channel
Restaurants collect customer data in a dozen silos — POS bills, aggregator orders, WhatsApp chats, reservation logs, feedback forms — and end up marketing to no one. ChefDesk's restaurant CRM software pulls every touch into one guest profile, so a first-time Swiggy order becomes a name, a phone number, a preference, and eventually a repeat dine-in guest.
The CRM ships with a Swiggy and Zomato single-point integration (with auto-accept), a full loyalty engine (points, tiers, vouchers, coupons), birthday and anniversary triggers, and native WhatsApp + SMS campaigns. Digital menus and table reservations sit on the same guest graph, so every campaign speaks to real behaviour, not guesses.
For chains, guest data consolidates across outlets. A campaign can be sent brand-wide, outlet-wide, or to a micro-segment (e.g. 'guests who ordered biryani twice in the last 30 days but haven't visited this month'). Attribution flows back into ChefDesk analytics, so every rupee spent on WhatsApp is measured.
Inside the ChefDesk CRM & omnichannel sales module
Swiggy & Zomato single-point integration
Menus, prices, and modifiers publish from ChefDesk to both aggregators in one click. Orders drop into the POS with auto-accept, KOTs print automatically, and daily payouts reconcile line-by-line with the aggregator settlement.
Unified customer database
Every dine-in bill, aggregator order, reservation, and WhatsApp chat rolls into one guest profile. Deduplication runs on phone + email, so a single guest isn't counted three times.
Loyalty points, tiers, vouchers, and coupons
Configure earn/burn rules, tier upgrades, cashback rewards, birthday bonuses, and referral coupons. Redemption happens at the POS in one tap, and the campaign ROI is visible in reports.
Birthday and anniversary automations
ChefDesk auto-sends a WhatsApp or SMS with a birthday offer the week before a guest's birthday and tracks redemption. It's the highest-ROI campaign most restaurants never run.
Table reservations (phone, web, walk-in)
Manage all three reservation channels from one grid. Guests can book via a public reservation page, and walk-ins are seated against real-time table availability with waitlist SMS.
Digital menu (QR) with real-time updates
Publish a QR menu tied to your live POS menu. Prices and availability sync instantly — no reprints. Guests can browse, order, and pay from their phone if you enable Scan-&-Order.
WhatsApp & SMS marketing and feedback
Run broadcasts, drip campaigns, and post-visit feedback loops on WhatsApp Business API. Negative feedback routes to the manager instantly; positive feedback nudges the guest to review on Google.
Restaurant CRM & omnichannel — FAQs
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