Restaurant CRM
Manage customers, reservations, feedback, and suppliers in one spreadsheet. The complete CRM for restaurant owners and hospitality managers.
What's Included
- Customer database with loyalty and VIP notes
- Reservation and private event tracker
- Guest feedback and review log
- Staff contact directory
- Supplier and key contact tracker
- Revenue and covers dashboard
- Birthday and VIP occasion alerts
- Lifetime updates
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+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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