Restaurant CRM

The Restaurant CRM helps restaurant owners build real relationships with their customers — tracking reservations, preferences, feedback, and occasions that turn first-time guests into regulars.

Know your top customers by name, remember their dietary preferences, and never miss a birthday or anniversary again. Real hospitality starts with knowing who walks through your door.

Why a Spreadsheet?

Restaurant CRM and loyalty platforms can cost $100–$300/month. For independent restaurants and cafes, this template captures every customer relationship, reservation, and piece of feedback in a system your whole team can access from anywhere — for a single one-time payment with no ongoing fees.

Included Sheets

Sheet	Purpose
Dashboard	Covers this week, top customers, upcoming reservations, and revenue snapshot
Customers	Guest database with visit history, preferences, dietary notes, and loyalty status
Reservations	Booking log with date, party size, table, and occasion type
Feedback	Review and complaint tracker with resolution status
Events	Private dining and event tracker with deposit and catering notes
Staff	Team directory with roles, contacts, and availability
Suppliers	Key supplier contacts with products, lead times, and terms

Who It’s For

• Restaurant and cafe owners wanting to know their customers better
• Hospitality managers building loyalty and repeat business
• Catering companies managing client relationships and event bookings

Compatibility

Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.