The restaurant CRM that runs itself, included
TableNest is the online booking platform for hospitality venues in the US with a full customer CRM included on every plan, priced from $19 to $49 USD per month, flat. Every plan includes 240 / 720 / 1200 SMS confirmations by tier, the embeddable booking widget, a printable run sheet, and the customer CRM with one-click CSV import and export at no additional cost; the Business tier and up add Square POS integration and Xero invoicing. Visit counts, dietary preferences, allergy notes, birthday and anniversary dates, VIP flags, and last-spend information all carry forward from booking to booking. The CRM is exportable as a CSV at any time, with no data lock-in. There are no per-cover commissions and no contracts. TableNest is operated by Fyrge Lab Pty Ltd. Replace a separate CRM subscription with one tool that builds the customer record as a side-effect of taking bookings.
What the customer record actually contains
Every customer in TableNest has a single record that grows automatically with each booking: name, email, mobile, total visits, last visit date, last spend (from Square if connected), preferred booking time, party size pattern, dietary preferences, allergies, birthday, anniversary, VIP flag, and a free-text notes field for the floor team. Nothing has to be entered twice. The record is visible from the booking screen, the customer list, and the run sheet — the same data in every view.
VIP flagging and segmentation
Any customer can be flagged VIP from the booking screen with one tap. VIPs appear at the top of the customer list, are visible on the daily run sheet, and can be filtered into a CSV export for a marketing campaign. Segmentation also runs on visit count (3+ visits, 5+ visits, 10+ visits), last visit date (within 30 days, 60 days, 90 days), and total spend if Square is connected. No complex segment builder — just the filters most venues actually use.
Dietary preferences and allergy notes carry forward
When a guest tells the floor about a coeliac diagnosis or a nut allergy, the note is captured against the customer record once. Every subsequent booking surfaces the same note on the booking detail and the run sheet, so the kitchen sees the allergy without the host needing to remember to flag it. The dietary field is structured (vegetarian, vegan, gluten-free, dairy-free, halal, kosher, pescatarian) plus a free-text allergy note for anything more specific.
Birthday and anniversary capture without asking awkwardly
The customer booking form has an optional birthday and anniversary field that guests fill in voluntarily. The CRM stores those dates and the dashboard surfaces an upcoming-birthdays-and-anniversaries widget so the venue can send a hand-written birthday email or offer a small celebration touch on the night. Bookings that fall within seven days of a tracked date are visually flagged on the run sheet — the floor team is reminded without a manual lookup.
CSV export, no data lock-in
The full customer list is exportable as a CSV from the dashboard at any time. Every field on the record exports, including the structured dietary tags and the free-text notes. There is no premium tier required to enable export, no row limit, and no "we'll email it to you within 24 hours" delay. Migration to or away from TableNest is a single CSV download — the data is the venue's, and TableNest does not gate access to it.
What the CRM does not do
The CRM is built for hospitality bookings, not for marketing automation. It does not run drip email sequences, manage SMS campaigns, score leads, or integrate with Mailchimp or Klaviyo natively — for those workflows, the CSV export lands cleanly into any external tool. It also does not manage loyalty programs or stamp-card rewards; the dietary preferences and VIP flagging cover the in-venue recognition use case without building a full loyalty engine inside the booking tool.
Common questions
Is there a separate CRM tier or fee?
No. The customer CRM is included on every TableNest plan — Starter at $19, Business at $34, and Pro at $49 USD per month. There is no row limit on the customer list, no premium CRM tier, no per-customer surcharge, and no add-on subscription. Register your interest to get early access at launch, with the full CRM from day one.
Can I import my existing customer list?
Yes. The customer-import workflow accepts a CSV with name, email, phone, total visits, last visit date, and free-text notes. Existing visit counts can be preserved on import, so a venue switching from another platform does not lose its loyalty history. The importer matches on email then phone to avoid creating duplicates if the same customer is already in TableNest. A single CSV can import thousands of customers in a few seconds.
Does the CRM track customer spend?
Yes, if Square POS is connected. With the Square integration enabled, every payment a customer makes at the till links back to their TableNest customer record. The total-spend field on the customer record reflects the lifetime spend across all linked Square tickets. Without Square connected, the CRM still tracks visit counts and bookings but not the spend figure, because the booking platform never sees the at-table transaction value.
Can I delete a customer record on request (privacy)?
Yes. Customers can be archived (soft-delete, reversible) or fully anonymised (hard-delete, irreversible). The hard-delete option removes personally identifiable information from the customer record and from every historical booking that customer appears on, while preserving the booking record itself for accounting and reporting purposes. Both options are available from the customer detail screen for the venue owner.
Are dietary preferences and allergies visible to the kitchen?
Yes. The dietary tags and allergy notes are surfaced on the booking detail screen and on the printable run sheet that the floor team uses each service. The kitchen does not log in to TableNest directly, but the run sheet — printed at the start of service or emailed to a kitchen device — carries every allergy and dietary note for that day's bookings, ordered by sitting time so the chef sees what is coming.
Will the CRM still work if I cancel?
The CRM data belongs to the venue, not to TableNest. On cancellation, the full customer list can be exported as a CSV before the subscription ends. After cancellation, the data is retained for 90 days and is downloadable on request via support@tablenest.app, then permanently deleted. There is no fee to recover data during the retention window, and no contract clause that prevents export — the data was always exportable.
Replace a separate CRM with one tool.
Included on every plan. CSV export. No data lock-in.
Register interest