CRM Software for Coffee Shops
Your regulars are loyal. Reward them with a system that remembers them too.
TraxionLab is the customer engagement platform built for coffee shops. Build a loyalty program, promote seasonal specials, and turn every satisfied customer into a Google reviewer who brings in new foot traffic.
6 things ready before you log in
A general scheduling calendar for events, tastings, and private bookings.
Pre-built sequences for welcoming new customers, building trust, creating urgency, and educating about your products.
A Coffee Shop landing page and a promotional offer page, ready for your branding.
Coffee shop form, contact, marketing, and newsletter forms to capture customer information.
Track event and catering inquiries from initial contact through booking.
Pre-built workflows for customer engagement, loyalty campaigns, review requests, and seasonal promotions.
The Cost of Doing Nothing
A regular coffee shop customer spends $65+ per month. Losing one regular to a competitor across the street costs $780+ per year, and they usually take a friend with them.
Average job/lead value: $65
What Coffee Shop Owners Actually Deal With
You have no way to reach customers who stop coming in
A regular who visited every morning stops coming. Maybe they moved, maybe they found another shop, maybe they just forgot. You have no contact information and no way to reach out. That $780/year in revenue just disappeared without you noticing.
Seasonal drink launches rely entirely on social media reach
You create an amazing fall pumpkin latte. You post it on Instagram. Only 3% of your followers see it. You have no direct communication channel to tell your customers about new menu items, seasonal specials, or events.
Your Google reviews do not reflect how many happy customers you serve
You serve 200 people a day. Most of them love your coffee. But your Google profile has 50 reviews. The new chain cafe that opened last month already has 120 reviews because they have a system. You do not.
Tools Built for Coffee Shop Companies
Solves pain point #1
Customer Database and Direct Communication
Capture customer information through loyalty sign-ups, Wi-Fi registration, and online orders. Build a list you own and reach customers directly with texts and emails instead of hoping they see your social posts.
Solves pain point #2
Seasonal and Event Campaigns
Announce seasonal drinks, new menu items, live music nights, and holiday specials directly to your customer list. Schedule campaigns in advance and let them run automatically throughout the year.
Solves pain point #3
Automated Review Requests
After loyalty sign-ups or online orders, automated texts ask customers to leave a Google review. Consistent review generation builds the online presence that brings in new foot traffic.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month