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Your POS, booking and loyalty data connected to HubSpot so it actually drives guest campaigns.

We connect your POS, booking and loyalty systems into HubSpot, so your team can run personalised guest campaigns and prove campaign ROI without touching a spreadsheet.

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Connect POS and booking data
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Build a structured guest CRM
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Launch automated loyalty journeys
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Track visits and engagement

Built for restaurant groups, venues and clubs that know their regulars but can't send them a personalised offer without someone pulling a list first.

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The problem

Your POS knows who your regulars are. Your booking system knows how often they visit. Your loyalty program knows what they spend. But your marketing platform knows none of it.

Restaurants, venues and clubs sit on rich guest data. The problem is it lives in three different places, and none of them talk to each other.

 

POS platforms hold transaction data. Booking systems hold visit history. Loyalty and membership systems hold customer value. But none of it connects to your marketing platform. 

So your team ends up:

  • building campaign lists manually before every send

  • missing the window to win back a regular who's stopped visiting

  • sending birthday offers to guests who haven't walked in for months

  • issuing renewal reminders to members who already renewed

  • working from different guest records in every venue

  • unable to tell leadership which campaign drove a cover or a booking

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Why this matters

Personalisation is now the expectation. And repeat visits are what keep the business running.

Guests don't compare you to your competitors anymore, they compare you to every personalised experience they've ever had. A birthday message that references their usual table. A win-back offer that lands before they've forgotten you. A loyalty reward that feels earned, not generic.

When that level of communication isn't there, guests don't complain, they just visit less often. For hospitality businesses where repeat visits and member spend drive the majority of revenue, this is a problem. And when your POS, booking and loyalty data aren't connected to your marketing platform, you can't deliver personalisation at scale, no matter how well you know your regulars on the floor.

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The solution

A HubSpot CRM built for hospitality - connected to SevenRooms, SwiftPOS and your loyalty platform.

Engaging.io connects your POS, booking, loyalty and membership data into HubSpot, then builds the system your team actually uses to run guest and member marketing.

That means a unified guest profile that pulls from every touchpoint: visit history, spend, loyalty tier, booking behaviour and membership status. On top of that, we build the segments, journeys and dashboards your team needs to run - visit-frequency segments, lapsed guest win-backs, loyalty tier upgrades, birthday and anniversary journeys, renewal sequences and member reactivation campaigns.

For leadership, it means a single dashboard with visibility across venue performance, campaign results and loyalty programme ROI. For the marketing team, it means campaigns that trigger automatically based on what guests actually do, not a list someone built last Tuesday.

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Platform Requirement


Built on HubSpot

This solution runs on HubSpot.
HubSpot is the platform that holds your guest and member data, runs your automations, manages your segmentation and gives leadership visibility across venues and campaigns - all in one place.

For hospitality businesses managing multiple data sources, HubSpot removes the need to log into four different systems to understand one guest. It becomes the single place your team works from.

 

Think of it this way:

HubSpot = the platform your guest data lives in, your campaigns run from, and your reporting sits inside

Engaging.io = the hospitality expertise and architecture that makes it work for your business

 If you already use HubSpot, we build inside your existing portal. If you're new to HubSpot, we help you select the right licence before implementation begins. 

Core implementation areas

Each CRM project is scoped around your venues, memberships, customer journeys, booking systems and engagement goals. 

Data foundation
Data foundation

Connect and structure customer, booking, POS, loyalty and membership data.

Includes:

  • CRM architecture
  • POS and booking integration planning
  • customer properties
  • venue or brand segmentation
  • data quality review
  • reporting setup

Outcome:

A clearer customer view across venues, visits and membership activity.

Automation and engagement
Automation and engagement

Launch automated campaigns that drive repeat visits and member engagement.

Includes:

  • lapsed guest campaigns
  • birthday and anniversary journeys
  • loyalty workflows
  • event promotion
  • member communications
  • email and SMS journey planning

Outcome:

More relevant communication and stronger customer activation.

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Service, reporting and optimisation

Improve visibility across front desk, service, marketing and leadership teams.

Includes:

  • service workflows
  • Customer Agent planning
  • venue dashboards
  • campaign reporting
  • guest feedback journeys
  • training and enablement

Outcome:

Better insight, lower manual loa and more scalable hospitality engagement.

What your team gains

Move from generic campaigns to connected customer engagement

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Unified guest insight
Understand customer behaviour, bookings, visits and value across every guest or member.
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Automated hospitality journeys
Trigger campaigns based on booking behaviour, loyalty activity, visit frequency and lifecycle stage.
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Faster campaign execution
Launch seasonal, event, loyalty and reactivation campaigns without manual list building.

How it works

Launch with a structured education CRM plan

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Confirm your CRM environment
We review your HubSpot setup, POS, booking, loyalty and membership systems.
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Connect your customer data
We map the right integration and CRM structure for guest, member and venue data.
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Deploy the system
We configure HubSpot architecture, segments, workflows, templates and dashboards.
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Activate campaigns
Your team launches loyalty, reactivation, dining, event and membership journeys.
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Optimise performance
Track results and refine campaigns using customer insight and reporting.

Build by hospitality CRM and integration specialists

Engaging.io has delivered HubSpot implementations for restaurant groups, venue operators and member clubs across the United States and Australia - connecting POS, booking and loyalty systems into a single CRM and building the guest marketing infrastructure on top.

Our hospitality work spans:

  • POS and booking system integrations, including SevenRooms and SwiftPOS
  • guest and member segmentation built from live behavioural data
  • loyalty and membership journey design • lapsed guest and win-back automation
  • hospitality reporting, service workflows and venue dashboards

Clients include Fink Group, Levantine Hill, Landers Pocket, Now Book It, Oolio and OrderMate.

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Launch with a structured hospitality CRM model

Traditional CRM projects stall when teams need to design the customer data model and integrations from scratch.

Engaging.io helps you launch with:

  • structured guest and member data
  • booking and POS integration planning
  • automated customer journeys
  • reporting dashboards
  • campaign templates

Your team focuses on driving repeat visits, not manually stitching together data.

Frequently asked questions

Ready to stop manually building campaign lists? Let us connect your hospitality data.

We’ll review your POS, booking, loyalty and membership systems, then recommend the right HubSpot implementation path.