Restaurant CRM & Marketing

Restaurant CRM SoftwareKnow Every Guest. Bring Them Back.

OnePe Restaurant CRM turns every order into a customer profile, groups guests into segments automatically, and lets you reach them by SMS, email and WhatsApp, post to social media and run ads, all from the same dashboard as your POS.

Bring your customer relationships, communication and growth activities into a clearer workflow. Explore the tools, understand how they fit into your restaurant's routine, and choose the approach that works for your team.

Part of the OnePe restaurant platform · Last updated

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One connected workspaceCustomers · Campaigns · Insights
Built for restaurant teams Customer data and campaigns together Part of the OnePe platform

Overview

What Is Restaurant CRM Software?

Restaurant CRM software stores what you know about every guest (who they are, what they order, how often they visit) and uses it to bring them back. With OnePe CRM, customer data from your POS and online ordering feeds profiles and segments, and you can message each segment by SMS, email or WhatsApp without exporting a single spreadsheet.

Most restaurants collect phone numbers and never use them. A CRM closes that gap: it keeps one record per customer, sorts customers into groups such as new, regular or lapsed, and gives you the tools to act on those groups the same day.

OnePe CRM is part of the same platform as your POS, QR ordering and reports, so customer data does not need to be imported, synced or cleaned. Marketing credits for SMS, email, WhatsApp, social posts and ad accounts are shown in one place, and you top them up when you need to.

For restaurant teams, the value is not simply having another digital tool. It is making customer-facing work easier to plan, easier to repeat and easier to review. A consistent process can help the team spend less time switching between disconnected tasks and more time delivering a thoughtful guest experience.

Use the sections below to review the available capabilities, see how they can fit into everyday operations, and identify the areas that best match your current priorities. The right starting point may be improving customer communication, organising follow-ups, or creating a more structured approach to marketing and retention.

Customer data
One profile per guest, built from your orders
Segments
Ready-made groups refreshed every night
Channels
SMS, email and WhatsApp campaigns
Social media
Facebook, LinkedIn, Google Business Profile, Pinterest, YouTube
Ads
Google Ads and Facebook Ads from one screen
AI
Caption and image generation for posts

Comparison

Spreadsheet Marketing vs OnePe CRM

Compare the day-to-day workflow, visibility and coordination you may get from bringing this work into OnePe. Use the comparison as a guide to evaluate your current process and decide what you want to improve first.

What matters Spreadsheet / manual OnePe CRM
Customer dataPhone numbers in notebooks and exportsProfiles built automatically from orders
Who to messageEveryone, or whoever you rememberSegments refreshed every night
SendingCopy-paste into separate appsSMS, email and WhatsApp from one screen
Delivery trackingNonePer-recipient status, errors and send times
UnsubscribesHandled by hand, if at allSigned unsubscribe link and opt-out list for email
Social & adsSeparate logins for each platformPosting and ad setup inside OnePe

Getting Started

How to Start Using Restaurant CRM

Start with the essentials, configure the workflow around your needs, and build consistency as your team gets comfortable. The exact setup depends on the tools and channels you choose to use.

  1. Take orders as usual

    Customer profiles are built from the orders and sign-ins you already receive through OnePe.

  2. Open the CRM section

    Review your customers and the segments they fall into.

  3. Pick a segment and a channel

    Choose who to reach and whether to use SMS, email or WhatsApp.

  4. Send and monitor

    Launch the campaign and watch delivery status for every recipient.

  5. Repeat with social and ads

    Connect social accounts and ad accounts when you are ready to reach new guests as well as existing ones.

Benefits

Why Restaurants Use a CRM

The goal is to make everyday customer engagement more organised and repeatable—not to add complexity to an already busy service operation. These benefits show the practical outcomes to look for as you put the workflow into use.

More repeat visits

Reaching lapsed guests costs far less than finding new ones.

Less guesswork

Segments tell you who to message instead of blasting everyone.

One system

No exports, imports or separate marketing logins.

Full delivery visibility

Per-recipient status and errors on every campaign.

Pay for what you use

Top up credits only for the channels you actually send on.

Use Cases

Who Uses OnePe CRM

Different businesses will use the platform differently. A café may focus on repeat visits, a quick-service restaurant may prioritise timely promotions, and a multi-location operator may need a more consistent way to coordinate activity. Use these examples to map the capabilities to your own business goals.

Cafés & bakeries

Bring regulars back with a morning offer to your most frequent guests.

Family restaurants

Send festival and weekend specials to guests who have ordered before.

QSR & takeaway

Win back guests who have stopped ordering with a limited-time message.

Hotels & banquets

Keep in touch with dining guests and promote events and packages.

Glossary

Terms Explained

CRM
Customer relationship management: the records and tools you use to understand and reach your customers.
Segment
A group of customers who share a behaviour, such as ordering often or not ordering recently.
Campaign
A message sent to a segment through SMS, email or WhatsApp.
Opt-out
A customer's choice to stop receiving a type of message.

FAQ

Restaurant CRM: Frequently Asked Questions

Review these answers to understand the purpose of Restaurant CRM, how it may fit your current setup, and what to consider before getting started. If your workflow is more specialised, use the available product information to confirm the details that matter to your team.

What is restaurant CRM software?

Restaurant CRM software keeps a record of each guest, groups guests by behaviour, and gives you tools to message them or advertise to them. OnePe CRM does this using the order data already in your OnePe account.

What can I do with OnePe CRM?

You can view customer profiles, use automatic segments, send campaigns by SMS, email and WhatsApp, create and schedule social media posts, set up Google and Facebook ad campaigns, and generate captions and images with AI.

Do I need to import my customers?

No. Customer profiles are built from orders and sign-ins that happen through OnePe, so there is nothing to upload or sync.

Which channels can I message customers on?

SMS, email and WhatsApp. WhatsApp uses your own business number, connected through Meta's sign-up flow.

Which social networks can I post to?

You can publish to Facebook, LinkedIn, Google Business Profile, Pinterest and YouTube from the social media section.

How do credits work?

Sending SMS, email and WhatsApp messages, publishing social posts and connecting social and ad accounts use credits. Your balances are shown together and you can buy more online from your restaurant login.

Is CRM included in every plan?

CRM is a module that is switched on per plan. Check the pricing section on this page to see which plans include it.

Is my customers' data safe?

Customer data stays inside your OnePe account and is scoped to your restaurant. Email campaigns include a signed unsubscribe link so guests can opt out.
FLEXIBLE PRICING

Simple, Transparent Plans Built for Every Business

Choose the ideal plan with powerful features, modules, and limits designed to scale your operations effortlessly.

Free Plan

₹0.00 Pay Monthly

Best plan to start with. Create menu for your restaurant and let the customers check it out.

Get Started
Menu
Menu Item (10)
Item Category
Area
Table
Reservation
KOT
Order
Customer
Staff
Report
Delivery Executive
Waiter Request
Expenses
Payment
Settings
Cash Register
Inventory
Kiosk
Multiple Kitchen
WhatsApp
Loyalty
Hotel
Sms
AI Assistant
ONDC
CRM
Microsite
Online Store
Online Service
permissions.modules.Feedback
permissions.modules.Marketing

Starter Plan

₹499.00 Pay Monthly

₹4,999.00 Pay Annually Save 17%

Everything in Free + KOT, Waiter Calling, Reservations, Reports, Customer Display System

Get Started
Menu
Menu Item (100)
Item Category
Area
Table
Reservation
KOT
Order (100 per day)
Customer
Staff (5)
Report
Delivery Executive
Waiter Request
Expenses
Payment
Settings
Cash Register
Inventory
Kiosk
Multiple Kitchen
WhatsApp
Loyalty
Hotel
Sms
AI Assistant
ONDC
CRM
Microsite
Online Store
Online Service
permissions.modules.Feedback
permissions.modules.Marketing

Growth Plan

₹999.00 Pay Monthly

₹9,999.00 Pay Annually Save 17%

Everything in Silver Plan + Inventory, Cash Register, Expenses, Staff Management and Multiple Kitchen

Get Started
Menu
Menu Item (500)
Item Category
Area
Table
Reservation
KOT
Order (Unlimited)
Customer
Staff (20)
Report
Delivery Executive
Waiter Request
Expenses
Payment
Settings
Cash Register
Inventory
Kiosk
Multiple Kitchen
WhatsApp
Loyalty
Hotel
Sms
AI Assistant
ONDC
CRM
Microsite
Online Store
Online Service
permissions.modules.Feedback
permissions.modules.Marketing

Pro Plan

₹1,499.00 Pay Monthly

₹14,999.00 Pay Annually Save 17%

The complete package with Hotel Module including bookings from customer.

Get Started
Menu
Menu Item (Unlimited)
Item Category
Area
Table
Reservation
KOT
Order (Unlimited)
Customer
Staff (Unlimited)
Report
Delivery Executive
Waiter Request
Expenses
Payment
Settings
Cash Register
Inventory
Kiosk
Multiple Kitchen
WhatsApp
Loyalty
Hotel
Sms
AI Assistant
ONDC
CRM
Microsite
Online Store
Online Service
permissions.modules.Feedback
permissions.modules.Marketing

Make Every Customer Interaction Count

Explore how OnePe can help your team bring more structure to customer engagement, communication and restaurant growth. Start with the area that matters most today, then build a workflow that supports your goals over time.