Rate how much you need each CRM feature in Trofi (0 = Not Needed, 5 = Essential)
Store customer names, phone numbers, email addresses, home/office addresses, preferred dining times, favorite dishes, dietary restrictions, allergies, and special occasions (birthdays, anniversaries)
Impact: Enables personalized service, better customer recognition, and targeted marketing
Chronological record of phone calls, orders, visits, complaints, feedback, and special requests with timestamps and staff member notes
Impact: Helps staff understand customer preferences and history, improves service quality, identifies patterns
Group customers by: frequent diners, occasional visitors, high spenders, budget-conscious, family groups, corporate clients, delivery-only customers, dine-in only, etc.
Impact: Enables targeted promotions, personalized offers, and better resource allocation
Record vegetarian, vegan, gluten-free, halal, kosher, nut allergies, spice preferences, and other dietary information
Impact: Ensures customer safety, improves order accuracy, enables personalized menu recommendations
Automatically identify upcoming birthdays and anniversaries, trigger special offers or complimentary items
Impact: Increases customer loyalty, improves customer experience, drives repeat visits
Machine learning-based system to prevent duplicate entries (same person with multiple phone numbers, emails, etc.)
Impact: Ensures accurate customer data, prevents fragmented customer views
Automatic calculation of total spend, average order value, visit frequency, and predicted lifetime value
Impact: Identifies high-value customers, enables VIP programs, guides marketing spend
Bulk import from CSV, Excel, or direct integration with existing systems
Impact: Consolidates customer data from all channels into single view
Centralized order tracking for restaurant orders, delivery app orders (Hungerstation, Talabat, Jahez), online orders, and phone orders
Impact: Eliminates manual order entry, reduces errors, improves fulfillment speed
Real-time status updates (received, preparing, ready, out for delivery, delivered) visible to customers and staff
Impact: Improves customer experience, reduces customer inquiries, enables proactive communication
Real-time order sync from Hungerstation, Talabat, Jahez, KETA, and other delivery platforms
Impact: Eliminates manual order entry, reduces errors, provides unified order view
Automatic sync of sales data, inventory, customer information, and transaction details
Impact: Eliminates manual data entry, improves data accuracy, enables real-time reporting
Store all previous orders with items, quantities, prices, and special instructions for easy reordering
Impact: Improves customer convenience, increases order frequency, speeds up ordering process
Store customer preferences for modifications, extra items, no onions, extra sauce, etc.
Impact: Ensures order accuracy, improves customer satisfaction, reduces complaints
Track cancellation reasons, process refunds, manage customer disputes
Impact: Improves customer satisfaction, reduces disputes, provides insights into cancellation patterns
Track large orders with special pricing, delivery requirements, and customization needs
Impact: Enables corporate catering business, improves large order management
Customers earn points on purchases, redeem for discounts or free items
Impact: Increases customer retention, drives repeat visits, increases customer lifetime value
Different benefits and rewards based on customer spending level
Impact: Encourages higher spending, creates exclusive benefits for top customers
Customers earn rewards for referring friends, track referrals and rewards
Impact: Drives new customer acquisition, leverages existing customers for growth
Automatic discounts, free items, or special offers on special dates
Impact: Increases customer loyalty, drives visits on special occasions
Predictive analytics to identify inactive customers, automated re-engagement campaigns
Impact: Reduces customer churn, recovers lost customers
Special handling, dedicated support, exclusive offers, priority reservations
Impact: Improves customer experience for top customers, increases loyalty
Monitor points balance, redemption history, and expiration dates
Impact: Enables accurate reward tracking, prevents disputes
Customers access loyalty card on phone, earn and redeem points digitally
Impact: Improves convenience, increases loyalty program adoption
Segment customers, send targeted emails based on behavior, track open rates and clicks
Impact: Increases customer engagement, drives repeat visits, improves marketing ROI
Promotional messages, order updates, special offers via SMS
Impact: High engagement channel, improves order updates, drives immediate action
Promotional offers, order updates, new menu items, special events
Impact: High engagement, drives app usage, increases customer interaction
Define promotions (discounts, BOGO, free items), set dates, track redemption
Impact: Drives sales, increases customer acquisition, improves customer retention
Generate coupon codes, set expiration dates, track redemption, prevent abuse
Impact: Drives sales, tracks promotion effectiveness, prevents fraud
Recommend items customer previously ordered, offer discounts on favorite items
Impact: Improves conversion, increases order value, improves customer experience
Post to social media, track engagement, respond to comments
Impact: Improves brand visibility, increases customer engagement
Request reviews, monitor ratings on Google, Talabat, Talabat, respond to reviews
Impact: Improves online reputation, drives new customer acquisition
Happy hour, themed nights, seasonal promotions, special menus
Impact: Drives traffic during off-peak times, increases customer engagement
Measure campaign effectiveness, track customer acquisition cost, calculate ROI
Impact: Improves marketing efficiency, guides budget allocation
Post-visit surveys, in-app feedback, QR code surveys, email surveys
Impact: Gathers customer insights, identifies improvement areas
Log complaints, assign to staff, track resolution status
Impact: Improves customer satisfaction, enables quick issue resolution
Post-order surveys measuring satisfaction with food, service, delivery
Impact: Measures customer satisfaction, identifies problem areas
Automated NPS surveys, tracking over time, identifying promoters and detractors
Impact: Measures customer loyalty, identifies at-risk customers
Route complaints to appropriate staff, track resolution, follow-up with customer
Impact: Ensures complaints are addressed, improves customer satisfaction
Track refund requests, approve/deny, process payments
Impact: Improves customer satisfaction, reduces disputes
Sentiment analysis, topic extraction, identify common complaints
Impact: Identifies improvement opportunities, guides operational changes
Daily/weekly/monthly sales reports, sales by item, sales trends
Impact: Enables data-driven decisions, identifies sales trends
Compare performance across locations, identify top performers
Impact: Enables location-level performance management
Track marketing spend, new customer acquisition, calculate CAC
Impact: Improves marketing efficiency, guides budget allocation
Predict customer lifetime value, identify high-value customers
Impact: Guides customer retention strategy, improves marketing ROI
Real-time dashboards showing sales, orders, customers, revenue
Impact: Enables quick performance monitoring, supports decision-making
Revenue forecasting, demand forecasting, trend analysis
Impact: Improves planning, enables proactive management
Real-time sync of sales, inventory, customer data
Impact: Eliminates manual data entry, improves data accuracy
Real-time order sync, automatic customer creation, unified order view
Impact: Eliminates manual order entry, reduces errors
Sync orders from website, Talabat, Jahez, etc.
Impact: Unified order management, improved customer experience
Credit card, debit card, digital wallet processing
Impact: Enables online payments, improves customer convenience
Automatic email logging, contact sync, email marketing
Impact: Improves communication, enables email marketing
Send SMS notifications, reminders, and marketing messages
Impact: Enables SMS marketing, improves customer communication
Store locator, delivery area mapping, distance calculations
Impact: Improves customer experience, enables location-based marketing
RESTful API for building custom integrations
Impact: Enables integration with any system, provides flexibility
Browse menu, place orders, track delivery, manage loyalty, make reservations
Impact: Improves customer convenience, increases order frequency
GPS tracking of delivery driver, estimated arrival time
Impact: Improves customer experience, reduces delivery inquiries
Menu browsing, order placement, payment, order tracking
Impact: Improves customer convenience, increases online orders
Recommend items based on customer history and preferences
Impact: Increases order value, improves customer experience
View performance across all locations, compare metrics
Impact: Enables efficient multi-location management
Different menus, prices, promotions, hours by location
Impact: Supports location-specific operations
Consolidated reports, location-level breakdowns, comparisons
Impact: Enables efficient financial management
Demand forecasting, customer churn prediction, menu optimization
Impact: Improves decision-making, identifies opportunities
Answer FAQs, take orders, provide support 24/7
Impact: Improves customer service, reduces staff workload
Customers order via voice commands on mobile app
Impact: Improves convenience, increases order frequency
Customers see 3D visualizations of dishes before ordering
Impact: Improves customer experience, increases order value
Identify ordering patterns, peak times, customer preferences
Impact: Improves operations, enables targeted marketing
Identify positive/negative sentiment, extract key themes
Impact: Identifies improvement areas, monitors brand perception