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TabTake
Customer CRM

Keep Every Customer Relationship in One Clear View

Bring supported customer details, orders, reservations, loyalty activity, promotions, notes, and restaurant locations together in one searchable TabTake workspace.

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Give authorised teams the context they need to understand customer activity while keeping access and privacy controls clear.

Unified ProfilesReview supported customer details and activity in one profile.
Search and SegmentsFind customers using transparent filters, tags, and activity rules.
Connected HistoryView supported orders, reservations, loyalty, and promotion activity.
Controlled AccessLimit customer-record access through team roles and locations.

Connected Customer Records

One Customer Workspace Connected to TabTake

TabTake connects customer records with ordering channels, reservations, loyalty, promotions, analytics, and restaurant locations.

TabTake Customer CRM
Customer Analytics
Online Ordering
Reservations
Order History
Loyalty
Promotions
Customer Notes
Restaurant Locations
Customer Overview

See Supported Customer Activity in One Profile

Give authorised teams a structured view of customer details, recent activity, ordering behaviour, reservations, loyalty, and promotion usage.

  • Customer name
  • Masked contact details
  • Customer-since date
  • Last activity
  • Total orders
  • Average order value
  • Preferred ordering channel based on recorded activity
  • Favourite location based on recorded activity
  • Loyalty status
  • Recent promotions
  • Internal tags
  • Authorised notes
Find Customers

Search and Organise Customer Records Clearly

Use names, tags, channels, locations, activity dates, and supported customer states to find relevant records.

  • Name search
  • Email or phone lookup where authorised
  • Customer tags
  • Restaurant location
  • Ordering channel
  • Last-order date
  • Order-frequency filter
  • Loyalty member status
  • Promotion activity
  • Active or inactive customer state
  • Saved filters where supported
Connected History

Review Customer Interactions Across TabTake

Bring supported order and booking activity into a clear chronological record.

  • Online orders
  • Collection orders
  • Delivery orders
  • QR table orders
  • Dine-in orders where identifiable
  • Reservation history
  • Order dates and values
  • Restaurant location
  • Fulfilment status
  • Products ordered
  • Cancellation status
  • Activity timeline
Team Context

Record Useful Customer Context Responsibly

Allow authorised team members to maintain approved notes, tags, and customer-provided preferences.

  • Internal notes
  • Customer-provided preferences
  • Accessibility requests where voluntarily supplied
  • Service notes
  • Preferred location
  • Communication preference
  • Note author
  • Created date
  • Edit history where supported
  • Role-controlled access
Useful Groups

Create Transparent Customer Segments

Group customer records using understandable first-party activity criteria.

  • New customers
  • Returning customers
  • Frequent customers
  • Inactive customers
  • Loyalty members
  • Promotion users
  • Collection customers
  • Delivery customers
  • Location-specific customers
  • Recent customers
  • High-order-frequency customers
  • Custom rules where supported
Connected Engagement

View Rewards and Offers Alongside Customer Activity

Show supported loyalty progress, reward redemption, and promotion usage within the customer profile.

  • Loyalty membership
  • Points or stamp balance
  • Available rewards
  • Reward history
  • Promotion redemptions
  • Promotion-code history
  • Last reward used
  • Orders using offers
  • Participating location
  • Current programme status
Responsible Management

Control Who Can View and Manage Customer Records

Use supported roles, permissions, consent states, and record-management tools to limit access to customer information.

  • Role-based access
  • Location-based permissions
  • Masked contact information
  • Marketing-consent status where collected
  • Export permissions
  • Edit permissions
  • Customer-data deletion workflow where supported
  • Record merge where supported
  • Duplicate-record review
  • Audit history where supported
  • Restricted internal notes
  • Profile access controls

How It Works

From Customer Activity to a Useful Profile

  1. Step 1

    1. Customer Uses a Supported TabTake Service

    A customer orders, books, or uses another connected service.

  2. Step 2

    2. Permitted Customer Details Are Recorded

    Only supported and permitted details are added to the customer record.

  3. Step 3

    3. Related Orders and Activity Are Connected

    Available order, reservation, loyalty, and promotion activity is associated.

  4. Step 4

    4. The Customer Profile Is Updated

    The structured profile reflects the latest supported activity.

  5. Step 5

    5. Authorised Teams Search or Segment Records

    Role permissions control who can find and organise customer records.

  6. Step 6

    6. Insights Support Service and Engagement Decisions

    Transparent first-party context supports informed restaurant decisions.

Set Up Customer CRM with TabTake

Connect supported activity, configure approved fields, set team permissions, and review record quality before use.

STEP 1

Connect Customer Activity

Use supported orders, reservations, loyalty, and promotion records available in TabTake.

STEP 2

Configure Profile Fields

Choose the approved customer details, tags, notes, and preference fields your team may use.

STEP 3

Set Roles and Permissions

Control access to identifiable records, exports, edits, and restaurant locations.

STEP 4

Review Data Quality

Check duplicates, incomplete profiles, consent states, and record-management workflows.

Connect Customer CRM to TabTake Growth

Connect customer records with analytics, promotions, loyalty, ordering, reservations, and multi-location operations.

Customer Analytics

Review supported customer behaviour and activity.

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Promotions

Connect supported offer use with customer profiles.

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Loyalty

View supported loyalty progress and reward activity.

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Multi-Location Management

Compare customer activity across restaurant branches.

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Online Ordering

Connect first-party order activity with customer records.

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QR Table Ordering

Connect identifiable table-order activity where supported.

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Reservations

Connect supported booking and visit activity.

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Order Dashboard

Review customer order activity alongside operations.

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Ready to Understand Every Customer Interaction?

Bring supported customer details, orders, reservations, loyalty, promotions, and activity into one controlled TabTake CRM workspace.

Book a DemoView Pricing

No obligation. Talk through your restaurant setup with our team.