FOR RESTAURANTS · CRM & SALES

Restaurant CRM built for catering,
events, and group sales.

Private dining, corporate catering, and group bookings are high-margin but hard to track in a generic CRM. Agaro's Sales Automation platform manages the full pipeline from inquiry to deposit — with automated follow-ups that keep prospects warm without manual effort.

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Sales Automation & CRM
Q3 · in flight Last 24h

Dashboard

Operations summary across every sales automation & crm module deployed in your tenant — last 24 hours.

Overview
MODULES LIVE
6
sales automation & crm stack
EVENTS · 24H
2.6K
99.7% first-pass
CONTAINMENT
87%
in-band
AUDIT TRAIL
100%
replayable
OPERATIONS · LAST 24H HANDLED ESCALATED
2,573 events handled
00:0004:0008:0012:0016:0020:00
MODULES · HEALTH 6 live · tap a row to inspect
Pipeline $12.4M Watch
Forecast 102% Live
Sequences 38 Live
Auto-logged activity 4,128 Live
Deal risk 14 Watch
Coaching 482 Live
RECENT ACTIVITY Live feed · updated 1m ago
14:45
Pipeline LIVE AGENT Acme Corp · Enterprise — Stage 4 · $402k · 78% conf
14:38
Forecast TRACKING Enterprise — $8.2M · 88% conf
13:31
Sequences RUNNING Q3 expansion — 402 prospects · email + LI
13:24
Auto-logged activity LOGGED Acme Corp · 02:14 — 38min call · pricing discussion
12:17
Deal risk CRITICAL Cloud One · $1.2M — Stalled 24d · CRO escalate
12:10
Coaching SHARED Discovery · Marsh — Pricing reframe · 38% win-rate
PIPELINE · PIPELINE

Pipeline

Active opportunities by stage — with stuck-deal surfacing, single-thread alerts, and probabilistic close forecasts.

Overview
Q3 pipeline
$12.4M
102% to plan
Active deals
142
across stages
At risk
14
surfaced
Avg cycle
38d
−4d w/w
Discovery
Stage 1
1
Cyber One · SMB
Stage 2 · $84k · 42% conf
Nurture AE Saito
Engaged
Stage 2-3
2
Acme Corp · Enterprise
Stage 4 · $402k · 78% conf
Live agent AE Marsh
Atlas · Enterprise
Stage 5 · $812k · 88% conf
Closing AE Volkov
Closing
Stage 4-5
0
+ add
At risk
Stalled
2
Northstar · Mid-market
Stage 3 · $148k · single-threaded
At risk AE Patel
Cloud One · Enterprise
Stage 4 · $1.2M · stalled
At risk CRO escalate
Won
Q3 closed
0
+ add
PIPELINE · FORECAST

Forecast

Probabilistic, opportunity-level forecasts with the reasoning trace your CRO can present without a leap of faith.

Overview
Forecast vs plan
102%
±4% confidence
Best case
$14.2M
+18% upside
Worst case
$10.8M
−12% downside
Reasoning trace
Per-deal
audit-ready
Discovery
Stage 1
1
SMB
$0.8M · 62% conf
Watching softening
Engaged
Stage 2-3
2
Enterprise
$8.2M · 88% conf
Tracking +4% upside
Mid-market
$3.4M · 74% conf
Tracking stable
Closing
Stage 4-5
0
+ add
At risk
Stalled
1
Net-new
$2.1M · 48% conf
At risk pipeline gap
Won
Q3 closed
0
+ add
OUTREACH · SEQUENCES

Sequences

Multi-channel sequences that branch on engagement, pause on out-of-office, and stop on opt-out without supervision.

Overview
Active sequences
38
across teams
Touches · 24h
4,128
+212 vs avg
Reply rate
12.4%
+1.2 pts
Opt-outs honored
100%
never · stop
Discovery
Stage 1
1
Reactivation 17
180 churned · email
Paused OOO season
Engaged
Stage 2-3
2
Q3 expansion
402 prospects · email + LI
Running 14% reply
Trial nurture
288 trials · email + SMS
Running 21% reply
Closing
Stage 4-5
1
Champion outreach
94 contacts · LI + voice
Running 38% reply
At risk
Stalled
0
+ add
Won
Q3 closed
0
+ add
OUTREACH · AUTO-LOGGED ACTIVITY

Auto-logged activity

Calls, emails, meetings — captured, summarized, and attached to the right opportunity without a rep ever opening the CRM.

Overview
Activities · 24h
4,128
auto-captured
Hygiene score
96%
+28 pts vs base
AE time saved
11 hr/wk
per rep
Mismatched
0.4%
flagged for review
Discovery
Stage 1
0
+ add
Engaged
Stage 2-3
2
Acme Corp · 02:14
38min call · pricing discussion
Logged AE Marsh
Northstar · 01:48
email thread · 4 messages
Logged AE Patel
Closing
Stage 4-5
2
Atlas · 01:36
demo recap · attendees + notes
Logged AE Volkov
Cyber One · 01:22
voicemail · transcribed
Logged AE Saito
At risk
Stalled
0
+ add
Won
Q3 closed
0
+ add
PIPELINE · DEAL RISK

Deal risk

Stalled deals, single-threaded contacts, missing decision criteria — flagged in the cadence your AEs already use.

Overview
At-risk deals
14
$2.4M total
Stalled
8
21+ days no touch
Single-threaded
6
champion only
Recovered · 14d
12
after intervention
Discovery
Stage 1
1
Vector · $402k
Decision criteria missing
Medium 2d
Engaged
Stage 2-3
1
Bright · $84k
Recovered · re-engaged
Cleared last wk
Closing
Stage 4-5
0
+ add
At risk
Stalled
2
Cloud One · $1.2M
Stalled 24d · CRO escalate
Critical today
Northstar · $148k
Single-threaded · champion gone
High today
Won
Q3 closed
0
+ add
COACHING · COACHING

Coaching

Call analytics surface what's working in your top reps' conversations and turn it into actionable coaching for the rest.

Overview
Calls analyzed · wk
482
across team
Top-rep patterns
14
identified
Reps coached
24
this month
Win rate · trained
+12pts
vs untrained
Discovery
Stage 1
0
+ add
Engaged
Stage 2-3
2
Discovery · Marsh
Pricing reframe · 38% win-rate
Shared 4 AEs
Demo · Volkov
ROI story · use cases first
Shared 6 AEs
Closing
Stage 4-5
2
Closing · Patel
Mutual close plan
Shared 8 AEs
Objection · Saito
"too expensive" reframe
Shared 12 AEs
At risk
Stalled
0
+ add
Won
Q3 closed
0
+ add
Funnel · Acme commercial Definitions
Draft Deploy agent
Stages · 6 · with exit criteria
K. Park Sequencing…
Capabilities

What sales automation & crm actually does for restaurants.

01

Auto-logged activity

Calls, emails, meetings — captured, summarized, and attached to the right opportunity without a rep ever opening the CRM.

02

Next-best action

Each opportunity gets a recommended action, owner, and trigger — based on stage, signal, and what worked on similar deals.

03

Sequencing that adapts

Multi-channel sequences that branch on engagement, pause on out-of-office, and stop on opt-out without supervision.

04

Forecast you can defend

Probabilistic, opportunity-level forecasts with the reasoning trace your CRO can present without a leap of faith.

05

Deal-risk surfacing

Stalled deals, single-threaded contacts, missing decision criteria — flagged in the cadence your AEs already use.

06

Closed-loop coaching

Call analytics surface what's working in your top reps' conversations and turn it into actionable coaching for the rest.

Specifications

Engineered to a standard, not a slogan.

CRM
Salesforce, HubSpot, Dynamics
Bi-directional with field-level mapping; can run as the system of record or augment yours.
Activity Capture
Email, calendar, calls
Native integrations for major mail and meeting platforms; conversation intelligence on calls.
Sequencing
Multi-channel
Email, LinkedIn, SMS, voice — coordinated, throttled, and compliance-aware.
Forecasting
Bayesian
Confidence intervals, scenario analysis, and category-level rollups.
Compliance
GDPR, CASL, TCPA
Consent, suppression, and quiet-hours enforcement built in.
Reporting
Standard + custom
Pipeline, conversion, attribution, and rep efficiency dashboards out of the box.
Frequently Asked Questions · Sales Automation & CRM for Restaurants

What restaurants buyers ask about sales automation & crm
— before they sign.

Generic CRMs require significant customization to handle deposit workflows, BEO generation, headcount revisions, and the multi-touch follow-up patterns that event sales demand. Agaro's CRM is pre-configured for hospitality sales cycles — inquiry to proposal to deposit to final count — so your events team spends time selling, not configuring software.
A scoped pilot runs about 30 days. Full production cutover is typically 8–12 weeks, including integration with the systems restaurants, multi-location groups, and hospitality operators already run, plus the handoff and escalation flows your team expects.
Yes. Agaro is SOC 2 Ready and HIPAA Ready, with role-based access controls, encryption at rest and in transit, per-deployment data isolation, and full audit logging — so the deployment meets the security bar restaurants, multi-location groups, and hospitality operators are held to.

Deploy sales automation & crm
for your restaurants team.

A 30-day pilot will show you the integration shape, the operator experience, and the audit trail your team will ask about — delivered by a senior engineering team that ships AI to production for restaurants, multi-location groups, and hospitality operators.

Begin Pilot