Record how and why the contact arrived
Distinguish a catering enquiry, transaction message, recovery case and voluntary promotional state before assigning any audience or follow-up.
Workflow blueprint
CRM software for restaurants that remembers the permitted purpose
A guest relationship blueprint that prevents one visit, delivery number or complaint from quietly becoming an unlimited marketing profile.
Control catering follow-up and service recovery while withholding loyalty, reservation, delivery, campaign automation, sentiment, payment-profile and review-campaign promises.
TL;DR — Control catering follow-up and service recovery while withholding loyalty, reservation, delivery, campaign automation, sentiment, payment-profile and review-campaign promises.
Own the promised guest outcome
Keep the reported experience, manager action, due point and guest confirmation together without turning a complaint narrative into a public staff note.
Check purpose before communication
Verify the intended message against the permitted contact state and suppression record instead of assuming every customer may receive every campaign.
Retire active use without erasing accountability
Move expired purposes out of active queues while preserving the minimal evidence needed to explain a promise, suppression or completed recovery.
Page-specific decision aid
A guest-purpose, permission and service-recovery relationship ledger
The ledger accepts quote follow-up for a catering enquiry but blocks a birthday promotion until the proper marketing state exists. A delayed dinner keeps the guest report, promised recovery and manager confirmation. A review request cannot target only positive recoveries, and expired purposes leave the active audience.
- ✓A delivery number is not an open marketing permission.
- ✓Recovery closes on the promised outcome, not an internal status.
- ✓Visit frequency never proves loyalty or consent.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Contact source and allowed purpose shown before follow-up
- ✓Service recovery has a promise, owner and confirmation event
- ✓Suppressed contacts stay outside promotional selections
- ✓Loyalty, bookings, delivery, campaigns, reviews and payment profiles excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow