CRM Restaurants
A CRM for restaurants that keeps every guest in one place
Calls, texts, emails, web chats and social DMs from guests all land in one conversation view. Every reservation, quote and payment is tracked in a pipeline built around how restaurants actually work, from first inquiry to repeat business.
Serving restaurants anywhere in the US. No contracts.
Why choose Ideally for CRM for restaurants
What gets in the way
- Guests visit once and never hear from you again
- Private event inquiries go unanswered
- Review replies fall behind
How we help
- Every call, text, email and DM lands in one inbox per contact, so nothing depends on who saw it first.
- Pipeline stages show exactly which leads need a follow-up today, and automations handle the routine ones.
- Review requests and repeat-visit reminders go out automatically after every job or visit.
What’s included in CRM for restaurants
One inbox for every channel
SMS, email, calls, web chat, Facebook and Instagram messages from guests in one thread.
A pipeline for reservations
Stages designed for restaurants, from new inquiry to reservation booked to won.
Calendars and reminders
Online booking for reservations with confirmations and reminders that cut no-shows.
Quotes, invoices and payments
Send estimates, collect deposits and take payment by text.
Lead source tracking
See which ad, listing or referral each lead came from.
Mobile app
Reply to leads and update deals from your phone, wherever you are.
How we set up CRM for restaurants
- 1
A guest messages you about catering
- 2
The conversation opens in your unified inbox and a contact is created
- 3
You send a quote and book a reservation from the same screen
- 4
The deal moves through your pipeline and the review request goes out after the job
More for restaurants
CRM works best alongside the rest of Ideally, on one platform.
Everything for restaurantsDo you work with restaurants anywhere in the US?
Yes. Ideally works with restaurants nationwide. Onboarding, support and reporting all happen online, so location is never a barrier.
How is CRM for restaurants different from a generic setup?
We build around how restaurants win business: the reservations you book, the guests you serve, and services like dine-in and catering.
Is there a limit on contacts or users?
No. Plans include unlimited contacts and unlimited users.
Can you move my data from my current CRM?
Yes. We import your contacts, and we can help map your existing pipelines and tags.
See what we would build for your business
A 30-minute call. We look at how guests reach you today and show you what we would set up first.
No contracts. Cancel anytime.