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.
Watch Our Customer Relationship Management Demo
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
Related Products
Loyalty Programs
You’re in control of your loyalty program. Create a loyalty program that caters to your clients and encourages customers to keep coming back for more.
Customer Display System XT
customer display system (CDS) XT is a best-in-class solution for engaging consumers, upselling products and rewarding employees with opportunities for increased tips. This solution can help you enhance your branding and image while also increasing the total of each sale.