Customer Management

Turn Your Booking System Into a Restaurant CRM

Most restaurants know their regulars. The problem is that knowledge lives in someone’s head, not in the system. When that person leaves, it goes with them.

simpleERB builds customer data from every booking: preferences, dietary requirements, visit history, how they like to book. It grows your mailing list automatically. And it gives you the booking data and reporting to understand your customers well enough to bring them back.

Customer Profiles and Preference Tags

Build a customised CRM around how your restaurant actually works.

Every customer who books through simpleERB gets a profile. You decide what goes on it. Preference tags are fully customisable, so you can record whatever matters to your operation: dietary requirements, seating preferences, allergies, occasion types, VIP status or anything else your team needs to know before a customer arrives.

Tags are attached to the booking record and to the customer profile, so the information travels with the customer every time they return. No digging through notes, no relying on memory.

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Repeat Customers: Preferences Autofill on Every Booking

Your regular customers get recognised. Their details carry over automatically.

When a returning customer books, simpleERB pulls their saved profile into the new reservation. Dietary requirements, preferences and any notes your team has added are all there before the customer has walked through the door.

For the customer, it feels like being remembered. For your team, it means the information they need is already in the diary, not something they have to ask for or look up during a busy service.

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Booking Options: Understand Customer Needs Before They Arrive

Capture menu choices, dietary needs and event selections at the point of booking.

Booking options let customers select from choices you define at the point of reservation: a fixed menu, a promotional offer, applied coupon/voucher code, a ticketed event or a specific dining experience. That selection sits against the booking in your diary before anyone arrives.

For the customer, expectations are set clearly at the time of booking. For the restaurant, you have an accurate picture of what has been selected in advance, which feeds directly into stock planning and staff preparation. No last-minute surprises on either side.

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Build a GDPR-Compliant Mailing List from Every Booking

Grow your marketing list without a separate tool or manual data collection.

Every booking is an opportunity to add a customer to your mailing list. simpleERB gives customers the option to opt in at the time of booking, keeping your list GDPR-compliant from the start. No retrofitting consent, no manual sign-ups.

When you want to run a campaign, you can export your mailing list data directly from simpleERB and import it into whichever email platform you use. The data is yours, in a format you can work with straight away.

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Booking Data & Reporting: Understand What’s Actually Happening

Use your restaurant analytics to spot patterns, fill gaps and plan better.

The bookings coming through simpleERB are a source of data most restaurants don’t fully use. The reporting tools give you a clear view of what your booking history is telling you.

  • Booking source - which platform is driving the most reservations: your website, Google, Facebook or elsewhere
  • Underbooked time slots - which services or sittings consistently underperform, and by how much
  • Customer lead time - how far in advance your customers typically book, which shapes how you time promotions and availability

This is restaurant analytics software built for operators, not analysts. The reports are straightforward to read and quick to act on.

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Targeted Marketing from Your Own Booking Data

Find the right customers for the right campaign, using data you already have.

The combination of customer profiles and booking history makes targeted outreach practical without needing a separate CRM or marketing platform.

Want to contact everyone who booked for Easter last year? Pull that list. Running a new tasting menu and want to reach customers who have previously chosen set menu experiences? That data is in simpleERB. Looking to fill a quiet midweek slot with a promotion? Identify how far in advance customers typically book and schedule targeted campaigns to reach them at the right time.

This is what a restaurant loyalty platform looks like in practice: not a points system, but knowing your customers well enough to give them a reason to come back that actually fits them.

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Customer Reviews: Monitor Feedback in One Place

Keep track of what customers say after every visit.

simpleERB can send an automated review prompt after a visit (covered in the booking automation features), and the feedback it generates is tracked against the booking record. That means you can see which services, sittings or booking types are generating the most positive responses, and where there are patterns worth addressing.

For restaurants building their reputation on Google or TripAdvisor, having that direct feedback tied to the booking rather than managed separately makes it easier to act on consistently.

See booking automation features →
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The Customer Data Your Restaurant Already Has, Properly Organised

simpleERB is CRM software for restaurants that builds its picture from the bookings you are already taking. No separate database to maintain, no manual data entry, no third-party tool to connect.

Customer profiles, mailing lists, preference data and booking analytics all come from the same source. It grows with every reservation.

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Sales Support

We are happy to answer any questions you might have about simpleERB, moving from another product, or any other queries you may have.

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Product Support

You might find the answer you are looking for on our blog or in our FAQ - but if not, feel free to email us, and a team member will help.

Support Hours:

9:00am - 5:30pm (GMT) Monday - Friday

If you have an urgent inquiry outside of our support hours, please use the following email, and a team member will respond as soon as possible.