AIA CRM + Insight
A CRM that fills itself. An AI that reads it and brings the next sale.
Customers and Companies, populated automatically from every conversation. Then AIA reads the behavior, understands what each customer needs, and tells you who to sell to next — across heat map, follow-up, sentiment, ratings, promotions, and reports.
CRM 360°
A CRM that fills itself.
Every order teaches AIA something new. It builds a rich profile for every guest and corporate account automatically — purchase history, favorites, dietary needs, loyalty, RFM — without your team typing a thing.
Customers & Companies
Individuals and B2B accounts with consolidated, recurring orders.
RFM & retention built in
Recency, frequency, value, cohorts, and geographic density maps.
Reach out from the profile
SMS, WhatsApp, email and push — right where the data lives.
AIA-Filled Contacts
The CRM is filled by AIA. Every text, WhatsApp, and email is parsed, deduped, and written to the right customer record — preferences, allergies, addresses, order history, loyalty, and the language each customer actually uses.
Customer Profile
Customers — the full 360
Every customer gets an enriched profile that gathers contact, behavior, and preference data automatically.
Full contact info
Name, primary and alternate phones, email, multiple saved delivery addresses, system and payment-gateway IDs.
Purchase behavior
Total orders, lifetime spend, average order value, frequency, last-order date, days inactive, average guests per order.
Preferences & patterns
Top items by quantity and revenue, preferred days and hours, seasonal patterns — built from order history.
Dietary restrictions
Full history of allergies, intolerances, and dietary preferences — automatically applied to relevant orders.
Loyalty balance
Live points balance, full ledger of earned, redeemed, adjusted, and transferred points, plus tier and membership info.
Direct communication
Send SMS, WhatsApp, email, and push notifications from the profile. Every interaction logged.
Companies — B2B accounts done right
A dedicated module for corporate accounts and contract clients. Multiple buyers per company, consolidated orders, and spending analytics built for the B2B catering business.
Company profile
Name, industry, description, primary contact, and the full picture of the relationship.
Multiple authorized contacts
Several people per company can place orders — each tracked individually but rolled up to the account.
Consolidated orders
Every order grouped at the corporate level — never lose visibility on a B2B account again.
B2B spending analytics
Corporate-level spend, frequency, balance, recurring orders, and contract tracking.
Segmentation that means something
Slice your base by behavior, spend, dietary need, location, or inactivity. RFM and cohort retention are first-class citizens — not afterthoughts.
Advanced filters
Filter by spend range, minimum order count, inactivity window, location, dietary preference, channel.
RFM analysis
Recency, Frequency, Monetary Value — built in. Find your VIPs and your churn risks at a glance.
Retention cohorts
See exactly which acquisition months are sticking and which aren't, with cohort retention curves.
AIA Insight — the brain on top of the CRM
AIA reads every order and behavior, understands what each customer needs, and surfaces the next sales action. Not analytics. Decisions.
Reactivation alerts
AIA detects customers going inactive and surfaces reactivation opportunities before they're lost.
Item pairing & cross-sell
AIA learns what your customers buy together so you can recommend the right add-on to the right person.
Next-best-action per customer
AIA tells you what offer, channel, and item will land — for this specific customer, right now.
Revenue forecasting
Projects future revenue from your own historical patterns, by branch, channel, or product.
Sharper every day
Order cadence, channel preference, and language patterns refine the model with every interaction.
Charts · Heat Map · Reports
See your business breathe.
Live visualizations of the whole operation — orders, products, branches, customers — plus a geographic heat map that shows exactly where demand is coming from.
Heat Map — three lenses on the same map
Plot every order across your coverage area. Switch the lens — by area, by product, by sales channel — and compare side by side. Demand has a shape. AIA shows it to you.
By area
See which neighborhoods drive volume. Color intensity = order density across your coverage.
By product
Pick any item and see where it sells. Useful for seasonal pushes and local specials.
By sales channel
Compare text, WhatsApp, email, online ordering, and walk-in geographically. Spot channel gaps.
Every order gets a follow-up.
After each event, AIA checks in with the guest, reads the sentiment, and flags anything that needs a human. Great experiences turn into reviews and repeat orders — automatically.
Automatic check-ins
Sent on the right channel, at the right moment.
Sentiment & ratings
Spot operational problems early, before they become churn.
Reviews & reorders
Happy guests become 5-star ratings and the next booking.
Ratings, aggregated
Per-order ratings rolled up by branch, product, and period. Negative trends surface before they spread.
Promotions — campaigns and discounts, driven by what AIA knows
Run multi-incentive campaigns (discount, points, BOGO) segmented from real CRM behavior. Issue coupon codes with rules and tracking, or apply per-order discounts with justification and audit trail. Multi-channel: email, SMS, WhatsApp, push. ROI calculated per campaign.
Segmented campaigns
Discount, points, or BOGO — same builder, the lever that fits the segment.
Coupons + order discounts
Coupon codes with validity rules, plus per-order discounts with justification and role-based limits.
ROI per campaign
Engagement, conversions, and attributed revenue — calculated automatically. No spreadsheet.
Apollo.io · lead intelligence
Turn your best customer into your next ten.
AIA connects to Apollo.io to enrich every contact in your CRM with firmographics, titles, and business context — and surfaces new B2B accounts that look like your best buyers. More leads. Better leads. From the data you already have.
Enrich every contact, automatically
Apollo attaches firmographics, titles, industry, and company size to every CRM record at signup — no CSV imports, no manual lookup.
Find look-alikes of your VIPs
AIA reads who your highest-LTV corporate buyers are. Apollo surfaces new accounts that match the pattern — same industry, same size, same buying profile.
Improve the leads you already have
Stale records get refreshed: title changes, new authorized contacts at existing accounts, updated company info — so the next outreach lands with the right person.
Orders Calendar
Every order, every channel — one calendar.
An SMS, a WhatsApp message, a web checkout, a corporate PDF — AIA drops them all onto a single calendar. See your peaks, plan production, and staff with confidence.
Month, week & day views
Recurring and future orders, all visible at a glance.
Demand peaks, surfaced
Spot the heavy days before they hit the kitchen.
Staff to the volume
Plan inventory and people against what's actually booked.
Photographic menu images and smart QR codes
AIA generates studio-quality plate photography for every item — no photoshoot needed — and produces branded QR codes for tables, deliveries, and printed materials.
AI food photography
Regenerable per item for seasonal swaps, promos, and online ordering thumbnails.
Smart QR codes
One scan opens the right menu, the right channel, the right offer — tracked back to the CRM.
Delivery integrations: Cartwheel + WeKnock
Connect AIA CRM to the logistics partners you already use. Dispatch catering deliveries straight from the customer profile, with live driver tracking and on-demand last-mile coverage.
Cartwheel
Dispatch catering deliveries straight from the CRM with live driver tracking.
WeKnock
On-demand local delivery for last-mile catering — wired into the customer's profile and order.