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Brief

Service Management Group (SMG)

Customer Experience Manageme

SMG helps multi-location brands turn customer and employee feedback into operational improvements and measurable business outcomes through a combination of technology and research expertise.

Last updated May 11, 2026 by the ATDb Editorial Team

Founded
1991
HQ
Kansas City, Missouri, United States
Parent
Connections
3

At a glance

Employees
201-500
Revenue
$50M-$100M
2integrations1corporate family

About

Leading CXM platform for multi-location consumer brands, particularly in foodservice, retail, and convenience sectors

Service Management Group (SMG) is a Kansas City-based customer experience management company that partners with multi-location consumer brands — including restaurant chains, retailers, and service businesses — to measure and improve customer and employee experiences. Founded in 1991, SMG combines technology-enabled research with professional services, offering a SaaS-based platform (smg360) that aggregates feedback from surveys, social reviews, and other listening channels into actionable insights for operators and executives. SMG occupies a distinctive position in the CXM market by blending the rigor of a research firm with the scalability of a software platform. Its clients are predominantly large multi-unit operators in foodservice, retail, and hospitality who need to monitor experience quality across hundreds or thousands of locations. The 2012 acquisition of Locately, a mobile-survey and GPS-driven location analytics startup, reflected SMG's early interest in passive behavioral data to complement traditional survey-based research — an effort to understand in-store and competitive visit patterns alongside stated customer sentiment. In 2021, SMG was acquired by Forsta (itself formed from the merger of Confirmit and FocusVision), bringing SMG into a broader global CX and market research technology group. This acquisition positioned SMG's multi-location CXM expertise within a larger enterprise research and insights platform, expanding its reach while retaining its brand and operational focus on the restaurant, retail, and convenience store verticals.

Business model

SaaS + Professional Services

Target market

Enterprise

What they offer

  • smg360 Platform

    Core SaaS CXM platform aggregating customer and employee feedback across channels with reporting dashboards for location-level and executive views

  • Customer Feedback Management

    Multi-channel survey and feedback collection including post-transaction surveys, email, SMS, and in-app

  • Employee Experience (EX) Measurement

    Tools for measuring employee engagement and linking EX metrics to customer experience outcomes

  • Social Reviews Integration

    Aggregation and analysis of third-party review site data alongside proprietary survey data

  • Location-Level Reporting

    Operational dashboards enabling managers at individual locations to monitor and respond to CX performance

  • Competitive Benchmarking

    Industry and peer benchmarking to contextualize brand CX performance against competitors

Key features

Multi-channel feedback collection (survey, social, digital)Location-level operational dashboardsEmployee experience measurement linked to CXCompetitive and industry benchmarkingCase management and closed-loop alertingExecutive and board-level reportingIntegration of passive behavioral data (via Locately heritage)

Use cases

Measuring customer satisfaction across hundreds of restaurant or retail locationsIdentifying underperforming locations and triggering operational improvementsLinking employee engagement scores to customer experience metricsMonitoring and responding to online reviews at scaleBenchmarking CX performance against direct competitorsTracking loyalty drivers and customer effort across the service journey

Customer segments

Quick-service and fast-casual restaurant chainsCasual dining brandsSpecialty and mass-market retailersConvenience store and fuel retail chainsAutomotive service chainsGrocery and supermarket operators

Tech & specs

Technology stack

Cloud-based SaaS platformMobile survey technologyGPS/location analytics (Locately heritage)Natural language processing for open-ended feedbackData visualization and BI dashboardsAPI integrations with POS and CRM systems

Security & compliance

SOC 2GDPRCCPA

Deployment

Cloud

API

Limited

Corporate history
  • 1991Founded
Connection details

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