CRM Management & AI – Building Smarter Customer Journeys


Customer retention is the new acquisition. This session explores how restaurant operators can leverage CRM tools and AI to better understand, segment, and market to their catering clients. From automated re-engagement flows and follow-up cadences to AI-driven lead scoring and outreach, we’ll explore how to stop leaving money on the table and start building relationships at scale.

Key Takeaways:

  • Understanding CRM as a revenue tool, not just a database
  • Building smart automation flows for catering follow-ups and reorders
  • Using AI to score, segment, and personalize outreach
  • Best practices for capturing, organizing, and acting on guest data
  • Tools and tech stack recommendations for restaurants of all sizes
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