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Customer Relationship Management

Deploy a customer engagement strategy powered by your CRM. Capture customer information from your POS and connect regularly to keep your business top of mind.

Deepen Customer Relationships

Capture customers’ information and engage regularly. Utilize a Customer Display System to capture customer emails during a transaction, and employ email marketing to keep your business top of mind.

Grow Your Database of Customers

Add new customers in the Management Console or directly to your POS during transactions.

Update Profiles on the fly

Add details including birthdays, loyalty program details, and even a photo, to keep an accurate view of your customers.

Gain Valuable Customer Insights

Associate customer profiles with purchases and gain insight into your customers’ buying habits. Translate insights into [discounts] or [loyalty program] offers for your loyal customers, and upsell based on your customers’ preferences.

Strengthen Relationships With Your Customers

Centrally manage all customers in the Management Console. Import existing customer lists and add information at any time. Create groups within your CRM to segment customers. Treat your most valuable customers to discounts or promotions, and send targeted marketing campaigns to connect with past customers.

Easily Manage Appointments

Book client appointments right from your POS. Easily manage your employees’ availability, blocking out time for lunch breaks and vacations. Once appointments are booked, send confirmations to clients through email or text.

We use the customer relationship management tool by looking up past orders. We can easily pull it up and duplicate it instead of second-guessing what they ordered last time.
Beth Goldwater, Owner, Bertha’s Cafe