Cafes and coffee shops · CRM
Keep the catering contact when the manager who knew them leaves.
A CRM for a cafe is the record behind the counter: table and event bookings, catering enquiries, corporate coffee accounts and the regulars who left a number. GullySales sets up the few fields your staff will actually fill in and shows the owner what to read out of them.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
What CRM means
A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.
Also for cafes and coffee shops
- Branding for cafes and coffee shops
- Buyer journey for cafes and coffee shops
- Buyer personas for cafes and coffee shops
- Content marketing for cafes and coffee shops
- Digital marketing for cafes and coffee shops
- Email marketing for cafes and coffee shops
- Influencer marketing for cafes and coffee shops
- Lead generation for cafes and coffee shops
Sales and marketing for cafes and coffee shops, the overview.
For cafes and coffee shops
Where it usually goes wrong, and what we would do.
“The record has to outlast the staff”
Baristas and shift managers move on. A catering contact saved in one person's phone leaves with them, and the office that ordered fifty coffees last Diwali never hears from you again.
“Four fields, not forty”
A counter team will enter a name, a number, a date and what was ordered. Ask for more and it gets skipped during a rush, and a half-filled record stops being worth reading.
“A corporate account is not a booking diary entry”
An office that orders coffee for meetings needs a billing contact, a GST number and a note of the standing order. None of that fits in the line where you write a table number.
What we do
What we deliver for cafes and coffee shops.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A bookings and enquiry record the counter can update
One shared record for table bookings, birthday enquiries and catering requests, visible to whoever is on the till rather than kept in a paper diary.
Result: A booking exists somewhere other than one person's handwriting.
Separate records for corporate and catering accounts
A record for offices and event clients holding the billing contact, GST details, what was ordered last and the date it was ordered.
Result: A repeat order can be asked for by name and by what they had.
A short field list staff will actually complete
The smallest set of fields that still answers who, when, how many and what, written so a new barista fills it in without being trained twice.
Result: The record stays true because completing it takes seconds.
Consent recorded against the number
A note beside each phone number saying how it was given and what the customer agreed to hear about, kept with the booking itself.
Result: You can message a customer without wondering whether you should.
A read-out the owner can take at a glance
A simple view of enquiries received, bookings confirmed, and the ones nobody replied to, drawn from the same record.
Result: You see the gap between enquiries and bookings without asking anyone.
How the result is measured
- Enquiries logged in the CRM
- Data completeness
- Reports generated from CRM data
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for these cafes and coffee shops.
- Independent single-outlet cafes
- Specialty coffee roasters with a cafe
- Cafes inside co-working spaces
- Bakery cafes
- Cafe chains opening new outlets
- Cloud kitchen and delivery-only cafes
- Cafes attached to bookstores or art spaces
- Late-night and student-area cafes
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first report.
No open-ended retainer. Each step has a point in time and something you receive.
01 · Day 1
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
02 · After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
03 · Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.
04 · Month 1
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
05 · As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
06 · At the end of the term
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the work runs for cafes and coffee shops
- 1
Assess
We look at your Maps ranking, how fast DMs and calls get answered, the quality and age of your photographs, and how many reviews you have.
- 2
Fix the profile and the reply
A complete Business Profile with a current menu and photographs, and a routine for answering DMs and calls without a six-hour gap.
- 3
Build the reason to visit
Content for the slow hours, a catering and events page, and offers that photograph well and give people a reason to come on a weekday.
- 4
Bring customers in
Local search, Instagram and reviews, with ads timed to a launch, a new outlet or a season that needs the extra push.
- 5
Build regulars
A loyalty programme staff actually offer at the till, an events calendar, and reviews asked for at the moment a customer is happiest.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Also worked with
Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do we need a real CRM or will a shared sheet do?
Our staff change often. Who keeps this current?
How soon would we see more customers?
Do we need to advertise?
How much does it cost?
How long is the contract?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for cafes and coffee shops
Everything else we would do for you.
- Branding for cafes and coffee shops
- Buyer journey for cafes and coffee shops
- Buyer personas for cafes and coffee shops
- Content marketing for cafes and coffee shops
- Digital marketing for cafes and coffee shops
- Email marketing for cafes and coffee shops
- Influencer marketing for cafes and coffee shops
- Lead generation for cafes and coffee shops
- Loyalty programmes for cafes and coffee shops
- PPC ads for cafes and coffee shops
- Public relations for cafes and coffee shops
- Reputation management for cafes and coffee shops
- Sales enablement tools for cafes and coffee shops
- Sales management for cafes and coffee shops
- Sales process for cafes and coffee shops
- Sales training for cafes and coffee shops
- SEO for cafes and coffee shops
- Social media for cafes and coffee shops
- Video marketing for cafes and coffee shops
- Website for cafes and coffee shops
- Follow-up systems for cafes and coffee shops
- Review generation for cafes and coffee shops
- Customer retention for cafes and coffee shops
- Referral marketing for cafes and coffee shops
- WhatsApp marketing for cafes and coffee shops
Or start from the overview: sales and marketing for cafes and coffee shops.
Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.