CRM for Bars

• The problem

  A brewery rep promises glassware and a keg deal for a tap takeover, and nobody writes it down.

  In Kompot.ai

  The rep is a contact, and what was promised goes into a note on their record next to the emails and call recordings. A task with a due date reminds the manager to confirm the kegs and the glassware before the night, whoever happens to be on shift.

• The problem

  The back room is promised to a birthday group and to a company for the same night.

  In Kompot.ai

  Every confirmed party is a job with a date, a time window and the area in its notes, and it shows on the shared calendar. Whoever answers a new inquiry checks that night first, from a phone behind the bar if need be.

• The problem

  A band is booked with a thumbs-up in a chat, and the fee and set times are argued on the night.

  In Kompot.ai

  Bands, DJs and trivia hosts are contacts. The performance agreement — date, set times, fee, sound requirements — is a document template sent for e-signature, and the gig sits on the calendar with the signed PDF on the act's record.

• The problem

  A large group reserves an area against a minimum spend, pays no deposit, and half of it turns up.

  In Kompot.ai

  Send the host a deposit invoice with a payment link when you confirm the area. It is paid by card before the night, and whatever is left of the minimum spend goes on a second invoice afterwards.

• The problem

  The company that held its holiday party with you last year books elsewhere, because nobody asked.

  In Kompot.ai

  Past hosts stay as contacts with the month and type of their event in custom fields. A scheduled workflow creates a task in the fall to write to last year's holiday parties, and an email campaign goes to that segment before dates fill.

What you keep on record

Party and event bookings

Date, area, group size, minimum spend, drinks package and the host's requests on the job for that night.

Acts and hosts

Bands, DJs and trivia hosts as contacts, with fee, set length and sound requirements in fields and signed agreements as documents.

Brand reps and distributors

Brewery and distributor reps as contacts, with notes on what was agreed for tap takeovers and sponsored nights and every email.

Party packages

Area rental, drinks packages, snack platters and the minimum spend for each space as items in your price list.

Questions owners ask

Can I take a deposit for a group reservation or a private party?

Yes. The host gets a deposit invoice with a payment link and pays it by card through Stripe or PayPal. Whatever is left of the minimum spend after the night is billed on a second invoice.

How do I keep bands, DJs and trivia hosts organized?

Each act is a contact with its fee, set length and requirements. The gig goes on the shared calendar, the performance agreement is signed online from a template, and your messages with the act are in one history.

Can bartenders and door staff see what is planned for tonight?

Yes. Tonight's party is a job, and each person has tasks with a due time. The team opens them in a phone's browser, and a role can be kept out of contacts and invoices altogether.

Will it answer inquiries that come in after last call?

On the Full Service plan, yes. A voice agent answers calls at any hour following your instructions, and an AI employee replies in messengers and website chat, saves the inquiry as an opportunity and hands over to a person when it is not sure.