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Customer Relationship Management

Get to know your customers with a hospitality-driven CRM system for restaurants, pubs and other F&B venues.
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The Kobas customer relationship management (CRM) system offers a granular, insightful view of your customer base and the interaction they have with your hospitality business.

Connecting to other products across the Kobas system, our CRM system provides management and head office with full transparency into customer activity, whilst streamlining tasks such as creating loyalty profiles, managing membership types, and assigning loyalty points.


Centralised customer view

Kobas brings your customers’ records together into one online space, giving you easy access to information whilst experiencing efficient data management.

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The Kobas CRM system for restaurants syncs with our mobile ordering app, delivery and click & collect app and customer loyalty program. By connecting our technology in this way, operators and customers can experience streamlined processes through a range of automated features.

For example, when a customer registers for a new account, that profile is automatically created in your Kobas CRM system – no manual data input needed. We understand that sometimes you might need to create a new loyalty customer manually, so that functionality is still available too.


Profile management

Get to know your customers and delve deeper into their spending activity with dedicated profile management.

Detailed customer profiles
Browse dedicated profiles containing contact information, loyalty point activity, favourite venues, reservations and more.

Activity tracking
Additional information provided against a customer’s profile includes the marketing consent granted for GDPR compliance, visiting and spending activity and ticket purchases.


Segmentation

Use a range of filters to segment customer records for granular analysis and targeting. Discover those with the most loyalty points, find members who don’t have a loyalty account and encourage them to sign up, identify those with a specific favourite venue and much more.

By grouping your customers together using filters, marketing teams can conduct targeted email marketing campaigns to drive footfall and increase revenue. Or, maybe even just to send a thank you email to your most loyal customers!

The filtered data can also be exported and manually imported into your preferred marketing tool, or exported automatically using our slick integration with Mailchimp.



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