14.2K
Home/Dashboard
CRM
Turn exported guest history into segments, campaigns, and repeat traffic.
The CRM interface is built for restaurant operators who need a clean path from POS exports to compliant email and SMS outreach.
CSV importsSegmentsEmail and SMS campaigns
18
06
12.8%
Audience management
Core guest segments
These are the types of audiences the system should make easy to build and reuse.
High valueVIP diners
Guests with repeat visits, strong spend, and recent engagement.
ReactivationLapsed guests
No visit in 60 days but previously active in lunch or brunch periods.
BehavioralCocktail enthusiasts
Guests associated with bar tabs, happy hour visits, or event nights.
AcquisitionNew review signups
Guests captured through QR review follow-up or direct website offers.
Campaign builder
Composer preview
A placeholder surface for the eventual email and SMS editor.
AudienceVIP diners - Harbor House
ChannelEmail + SMS reminder
Message goalDrive weekday reservations
Send windowThursday at 3:30 PM
Recent campaigns
Performance snapshot
This should become a sortable reporting table with exports.
CampaignChannelResult
Sunday brunch reminderEmail41% open rate
Happy hour comeback offerSMS12.3% click rate
VIP chef's table inviteEmail28 reservations attributed
Compliance center
Outreach safeguards
Keep message sending clean, traceable, and permission-based.
- Toast CSV import validation before contacts enter live segments
- Opt-in and opt-out state stored per channel
- Bounced or invalid emails excluded from sends automatically
- Campaign activity preserved for audit and reporting