Customer records
Mexican Restaurant CRM: Know Your Regulars by Name and Number
Your cashier knows the regulars by face. The business does not know them at all — not their visit count, not their usual order, not whether the Thursday couple has stopped coming.
Tacoter turns each order into a customer record, so the knowledge stops living only in someone's memory.
Customer Knowledge Trapped in People's Heads
When your best staff member leaves, the customer knowledge leaves too. Nobody else knows that the guy in the blue truck buys four family packs a month or that the office down the street caters every other Friday.
Marketplace orders make it worse: those customers are anonymous to you by design. You can serve them for two years and still not be able to send a single message.
- No list of who your top customers are
- Catering leads remembered, then forgotten
- Anonymous marketplace customers you cannot reach
- Spreadsheet lists that go stale in a month
A CRM That Builds Itself From Tickets
Every online, phone or counter order with a name and number creates or updates a profile: orders, dollars, favorite items, average ticket, last visit, language preference. No data entry, no import.
From there the useful things become one click: message the birria regulars, alert on your top fifty going quiet, or pull the list of customers who ever ordered a catering tray.
- Profiles created automatically at checkout
- Segments by spend, frequency, dish and location
- Lapse alerts on your highest-value customers
- Notes field for catering contacts and allergies
CRM Capabilities
Customer timeline
Every order, reward and message in one view before you pick up the phone.
Value ranking
Sort by lifetime spend so your attention goes where it pays back.
Favorite-dish tags
Know who orders birria and who orders shrimp, then market accordingly.
Segment export
Your list is yours — export it any time, no lock-in.
Language preference
Each customer's records include how they want to be contacted.
One-click campaigns
Any segment becomes an email or text campaign without leaving the screen.
Catering and Corporate Leads
Catering is where a CRM pays for itself fastest. A single office account can be worth fifty walk-ins, and those relationships die from lack of follow-up rather than lack of quality.
Tag catering customers, record the contact and the last event, and set a reminder cadence. One call every quarter to five offices is a marketing plan most taquerías never run because nobody wrote the list down.
- Catering tags with contact and event history
- Follow-up reminders on a schedule you choose
- Reorder-the-last-tray links for repeat events
Restaurant CRM FAQ
- How do counter customers get into the CRM?
- Ask for a phone number at the register or let them order from the counter QR code — either creates the profile.
- Can I import an existing list?
- Yes, a CSV import brings in what you already have, and future orders enrich those records.
- Is the customer data really mine?
- Yes. You can export segments or the full list at any time.
- Does it comply with marketing consent rules?
- Consent and opt-out status are stored per customer and per channel, and unsubscribes are honored automatically.
Start Recording What Your Counter Already Knows
Within a week of your first direct orders you will have a customer list worth marketing to.