Customer profiles
Contact details, orders and conversations in one place.
Included in Customers & Loyalty
Turn first-time guests into regulars
Every order, chat and review builds a customer profile automatically. Reward repeat visits with loyalty points, group customers into segments, and answer feedback before it becomes a bad review.
1 profile per guest across channelsPoints loyalty built into the POSReplies to every piece of feedbackExport your customer list anytime
The basics
What is a restaurant CRM?
A restaurant CRM (customer relationship management) keeps a profile for each guest: who they are, what they order, how often they come back and what they think of you.
Zestia builds those profiles from POS, website and WhatsApp orders and inbox conversations, and adds loyalty points and customer feedback on top — no separate loyalty app needed.
Customers & Loyalty at a glance
- Customer profiles with order and conversation history
- Customer segments and stats
- Loyalty points with configurable settings
- Feedback with ratings and replies
- Customer export for your own records
Know and keep your customers
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Segments
Group customers to see regulars, new guests and lapsed ones.
Included in Customers & Loyalty
Loyalty points
Reward repeat visits with points built into the POS.
Included in Customers & Loyalty
Point adjustments
Correct or gift points, with every change recorded.
Included in Customers & Loyalty
Feedback
Ratings and comments from receipts and online orders.
Included in Customers & Loyalty
Respond to feedback
Reply to guests and close the loop.
Included in Customers & Loyalty
Conversation history
See a customer’s inbox threads next to their orders.
Included in Customers & Loyalty
Export
Download your customer list whenever you need it.
Included in Customers & Loyalty
Customer profiles
Every guest, one profile
Profiles collect orders from the POS, storefront and WhatsApp, and link to the guest’s inbox conversations. Find a regular by phone at the till and see what they usually order.
- Order history across every channel
- Linked inbox conversations
- Phone lookup at the POS
- Segments and customer stats
- Export to a spreadsheet
Loyalty & feedback
Reward visits, hear every guest
Set up loyalty points once and staff see a guest’s balance when they attach them to an order. Managers can adjust points with a full transaction history. Feedback from receipt QR codes and online orders arrives in one list where you can respond.
- Loyalty settings for your restaurant
- Points history and manual adjustments
- Loyalty preview on the POS
- Feedback list with stats and replies
- Feedback QR printed on every receipt
How it works
Up and running in 3 steps.
No installers to babysit and no special hardware — sign up, set up and start taking orders.
Start step 1- 1Step 1
Take orders as usual
Profiles build themselves from POS, website and WhatsApp orders.
- 2Step 2
Switch on loyalty
Set your loyalty settings and staff see points at the till.
- 3Step 3
Read and reply to feedback
Guests rate their order; you respond from the dashboard.
Why Customers & Loyalty
What changes when you switch to Zestia Customers & Loyalty.
More repeat visits
Loyalty points give guests a reason to come back to you, not a marketplace.
Catch problems early
Feedback from receipts and online orders lands with you, and you can reply.
Focus on the right guests
Segments show who your regulars are and who has gone quiet.
Try Customers & Loyaltyfree for 30 days.
No card required. No setup fee. Cancel anytime.
No. Loyalty points are built into Zestia, and staff see a guest’s points when they attach them to an order at the POS.
From orders taken on the POS, your online storefront and WhatsApp, and from conversations in the inbox.
Receipts carry a feedback QR code, and online orders can be rated afterwards. All feedback appears in one list where you can reply.
Customer management is included in every Zestia plan, including Starter.
Works together
Pairs well with
Point of Sale
Keyboard-first POS for Windows PCs and Android tablets. Dine-in, takeaway and delivery from one screen — and it keeps working offline.
Part of Front of house
Omnichannel Inbox
WhatsApp, Instagram and Messenger conversations in one shared inbox, with canned responses and auto-replies.
Part of Order channels
Online Ordering
Your own branded ordering page with a QR menu, delivery zones, order tracking and your own domain.
Part of Order channels