Customer spotlight: How Spoonity tracks restaurant loyalty with Klipfolio

Spoonity CEO and Co-Founder Max Bailey is a serial entrepreneur focused on helping restaurants grow, attract new customers, and build loyalty with younger generations. In just six years, the Spoonity team helped restaurants complete over 10 million transactions.

About Spoonity

Spoonity is a loyalty rewards platform that gives restaurants a custom-branded smartphone app covering loyalty programs, gift cards, and online ordering.

Customers register, track points, and add money to their mobile wallets. Points can be awarded for items purchased, dollars spent, or number of visits. The process is straightforward for both customers and staff, which keeps operations running without friction.

Why Spoonity chose Klipfolio

Growth brought complexity. As Spoonity expanded into a global company with departments and team members spread around the world, tracking what was actually happening across the business became harder. Roles formalized. Data multiplied. The team needed one place where every leader could see the numbers that mattered without waiting for someone to pull a report.

Spoonity now uses Klipfolio to track metrics across sales, marketing, accounting, customer success, and onboarding.

"With Klipfolio, we've identified new opportunities and addressed critical problems that were limiting our business," says CEO and Co-Founder Max Bailey.

Once internal dashboards were running and the team had built a data-driven culture, Max saw a bigger opportunity: extend that same clarity to Spoonity's restaurant clients.

"We wanted to provide metrics for our merchants to monitor their programs in new and creative ways," he said.

How Spoonity uses Klipfolio for their clients

Spoonity now delivers detailed dashboard reports to restaurant clients so they can track loyalty app performance without having to dig for answers. The dashboards surface what matters most:

• Most valuable clients: Know who drives the most revenue at a glance
• Most profitable customers: Identify the repeat visitors worth investing in
• Demographics: Understand who is walking through the door
• Top-selling items: See what is moving and what is not

Restaurant operators get reliable, consistent numbers they can act on, without pasting data into a spreadsheet or asking someone on the team to pull a report.

Spoonity also centralized customer interactions through the HubSpot for Startups program, which offers seed-stage startups significant savings on HubSpot's marketing and sales tools.

"We use both HubSpot and Klipfolio and the combination is awesome," says Max. "Klipfolio allows our management team to monitor our sales metrics dashboards, marketing, accounting, customer success, and onboarding all in one place, which keeps our entire team on the same page."

Advice from Spoonity's CEO

Max's advice to other growing companies is simple: start tracking key metrics early, even if you start with manual spreadsheets.

Getting your team to rally around shared numbers is what drives alignment and accountability. The format matters less than the habit.

How Spoonity builds dashboards

Spoonity connects Klipfolio to the data sources their business runs on:

• HubSpot: Sales and marketing pipeline
• QuickBooks: Accounting and financial health tracking
• Google Analytics: Web and app behaviour
• Facebook: Audience and campaign performance
• Zendesk: Customer support activity
• Custom databases: Proprietary loyalty and transaction data