The First Fully Customizable All-In-One Food and Beverages CRM & ERP
Ensure food safety, manage traceability, optimize resource use, and maintain regulatory compliance. and more- all in one place with a Food & Beverages CRM & ERP.
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CRM & ERP Enhance Your Process?
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The Ultimate CRM for Your Food & Beverages Business
Streamline order management, reservation handling, and customer engagement for a seamless dining experience.
Marketing Automation
Office24by7 Food & Beverages CRM helps food businesses build brand awareness, attract customers, and generate high-quality leads through targeted marketing campaigns. The CRM captures inquiries from multiple channels, including your app, social media channels, WhatsApp business platform, Google RCS platform, and online orders via your website or third-party platforms, and automatically segment the based on cuisine preferences, dietary requirements, order frequency, and business types (restaurant, distributor, wholesaler, etc.). It also allows you to track campaign performance, enabling businesses to refine marketing strategies and maximize customer engagement.
Pre-Sales Management
Once leads are captured, the CRM ensures they are efficiently assigned to the right sales representatives based on expertise and workload. You can qualify leads based on order size, delivery preferences, and purchase history, assigning them automatically using predefined rules. An F&B CRM with integrated cloud telephony and omnichannel communication tools streamlines interactions, ensuring that all inquiries and customer interactions are promptly addressed and documented. Automated proposals, pricing quotations, and menu offerings can be shared, enabling faster negotiations and conversions. Once an agreement is reached, contracts and service terms are digitally signed and securely stored in the CRM.
Sales Management
With finalized agreements, the CRM facilitates seamless order processing. Food and beverage businesses can manage bulk orders, catering contracts, and subscription-based meal deliveries efficiently. The system auto-generates invoices, tracks inventory needs, and ensures smooth coordination between suppliers and kitchens. Sales representatives receive alerts about follow-ups, upselling opportunities (e.g., premium ingredients, exclusive meal plans), and cross-selling possibilities (e.g., beverage pairings, desserts). Automated reports provide insights into customer preferences, helping businesses tailor their offerings and maximize revenue.
Communications
Effective communication is vital for food and beverage businesses to maintain high customer satisfaction. The CRM centralizes all communications internal and external, ensuring smooth coordination between sales, kitchens, suppliers, and delivery teams and customers. Automated order confirmations, delivery updates, and feedback requests keep customers informed. Integrated channels, including WhatsApp, Google RCS, SMS, emails, and voice calls, allow businesses to respond to inquiries promptly. Post sales, collecting and analyzing feedback helps improve service quality and maintain strong customer relationships.
Order & Delivery Management
The CRM streamlines order processing and delivery coordination, ensuring timely service. Orders are validated and automatically assigned for preparation and dispatch. The system integrates with kitchen management and inventory systems to ensure ingredient availability before order confirmation. Delivery routes are optimized for speed and efficiency, reducing delays. Customers receive real-time updates on order status, estimated delivery times, and proof of delivery. The CRM also records historical order data, helping businesses identify trends and anticipate demand so that they can provide discounts at right times.
Inventory & Supply Chain Management
Efficient inventory management is crucial for minimizing waste and ensuring ingredient availability. The CRM provides real-time tracking of stock levels, shelf life, and reordering needs. It sends alerts for expiring products, automates supplier restocking, and prevents over-purchasing or shortages. Integration with supplier networks enables seamless procurement of ingredients and beverages. Businesses can also track the cost of goods sold (COGS) and monitor supplier performance to maintain quality standards.
Inventory & Fleet Management
Efficient inventory management is crucial for minimizing waste and ensuring ingredient availability. The CRM provides real-time tracking of stock levels, shelf life, and reordering needs. It sends alerts for expiring products, automates supplier restocking, and prevents over-purchasing or shortages. Integration with supplier networks enables seamless procurement of ingredients and beverages. Businesses can also track the cost of goods sold (COGS) and monitor supplier performance to maintain quality standards.
Vendor & Supplier Management
Managing vendor relationships is simplified with the CRM’s centralized supplier database. Businesses can onboard and evaluate suppliers based on delivery reliability, pricing, and quality standards. The CRM facilitates contract negotiations, order placements, and invoicing, ensuring smooth financial workflows. Automated reminders for reorders, seasonal ingredient availability, and special vendor discounts help optimize procurement costs. Performance tracking ensures businesses collaborate with the best suppliers for consistent quality.
Data & Document Management
Managing food business documentation is easier with secure cloud storage for contracts, invoices, compliance certificates (e.g., food safety, hygiene regulations), and supplier agreements. Role-based access controls ensure that sensitive business data is protected. Quick search and retrieval features allow teams to access critical documents instantly, improving workflow efficiency.
Accounts & Billing Management
The CRM streamlines financial workflows, ensuring timely transactions and accurate record-keeping. It automated invoice generation for bulk orders, catering contracts, and subscription meal services. Payment tracking tools monitor outstanding receivables, sending automated reminders for due payments. Expense tracking features help businesses manage ingredient costs, vendor payments, and operational expenses. Detailed financial reports provide insights into profitability, helping businesses maintain financial stability.
HR Management
Efficiently manage employees across kitchen, sales, and delivery teams. The CRM centralizes employee details, including roles, shifts, and performance metrics. Managers can assign tasks, track progress, and ensure accountability. Integration with payroll systems allows for seamless salary processing and attendance tracking. The system also simplifies recruitment by managing candidate data, interview schedules, and onboarding processes. When employees exit, the CRM handles clearances and final settlements efficiently.
Performance & Reports
Monitor business performance with in-depth analytics on key metrics such as order fulfillment rates, delivery efficiency, sales trends, and customer satisfaction. The CRM generates detailed reports on kitchen operations, ingredient usage, and financial performance, helping businesses identify cost-saving opportunities. Customizable dashboards provide instant insights into daily workflows, demand fluctuations, and profit margins, while automated reporting ensures accurate and timely performance evaluations.
Office24by7 Integrations for Food & Beverages CRM Software
A large library of integrations that are specifically tuned to meet all food and beverage businesses.
Features That Set Office24by7 Food & Beverages CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
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Read more about why CRM software is becoming a critical requirement for food and beverages businesses from top-rated resources.
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