CRM for agencies serving restaurants

How can you understand the person responsible for the restaurant?

Many owners divide their time between staff, suppliers, the dining room and cost control. A delivery operation, a neighborhood house and a network of units can contract very different services. Ask which channels the establishment uses and who makes communication decisions before suggesting advertisements, content or local advertising. The initial objective is to discover whether the agency's offer matches the capacity and priorities of that business.

How can you use WhatsApp without disrupting the service?

The team can plan contacts outside of busy periods and present the reason for the conversation in a respectful manner. ZenitProspect brings together conversation management and outbound messaging for agencies with access to the module, but choosing the audience and message requires human judgment. If the manager shows interest, record the context in lead tracking and arrange a meeting at a suitable time. Requests to end contact must be respected. As of November 3, 2026, there were 270,000+ prospecting conversations on WhatsApp; this general volume is no substitute for carefully choosing the audience and time to approach each restaurant.

What questions can prolong the negotiation?

Investment in communication competes for space with inputs, payroll and other restaurant expenses. The owner may want to know who will produce photos, how offers will be approved, and whether the team will be able to fulfill new orders. A clear proposal separates the contracted service from expectations that the agency does not control. Sales management helps to track follow-ups and those responsible, while the viability assessment and commitments remain the responsibility of the team.

How can you conduct monthly entry and delivery?

In onboarding, the agency can create phases to receive visual identity, current menu, schedules and those responsible for approvals. Tasks and subtasks help organize preparation without treating old information as approved content. Then, the portfolio and client requests available in the operation support the monitoring of the service. Changes in prices or availability must be confirmed with the restaurant before any announcement by the agency.

How can you handle payments and review the service?

Restaurants may vary in movement on holidays, vacations and other important dates for the house. Agree on the monthly value of the service, payment terms and how extraordinary actions will be approved at these times; investment in advertisements must be clarified separately. The authorized team can monitor the information in the financial department. Schedule a demonstration to learn about the agency’s routine.

Frequently asked questions

How can you choose the contact time with the restaurant owner?

Ask when you can talk and avoid assuming availability during busy times. Record the agreed time to facilitate the team's follow-up.

Who updates prices and offers before a campaign?

Define with the restaurant the person who confirms the menu, prices, deadline and availability. The agency can organize the review as part of the handover process.

How can you plan an action for seasonal dates?

Agree on the calendar, materials, responsible parties and extra costs in advance. The schedule needs to consider the home’s service capacity.

Does recurring billing require any configuration?

Automatic issuance in Asaas requires activation by the agency and depends on the necessary integration and access.

Zenit OS in numbers

Recife, Pernambuco, Brazil · since 2025 · November 3, 2026

• 100+ agencies
• 28,000+ leads
• 22,000+ meetings booked
• 270,000+ WhatsApp prospecting conversations
• 2,000+ sales
• 330+ active users
• 1,500+ clients in operations

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