ERP Module
CRM module: customer records the whole business shares
The CRM module is the customer counterpart to the item master: one record per customer, shared by billing, loyalty, marketing and service, across every store.
Workflow map
CRM is a controlled operating flow
Module pages focus on handoffs: who starts the work, what the system records, where approvals happen and which downstream modules update automatically.
- 01Unified recordsOne profile per customer across all outlets and channels.
- 02SegmentationRecency, frequency, value and category-based groups.
- 03CampaignsOffer and reminder campaigns to targeted segments.
- 04Service follow-upsComplaints and requests tracked to closure.
CRM · Customer workspace
SegmentsCustomer profile
Customer #C-1042
Purchase history, loyalty points and channel preferences follow the customer across stores.
Recent high-value buyers
142Offer ready
Lapsed loyalty members
86Follow-up
Birthday month
34Voucher draft
Controls
What the module gives your team
Unified records
One profile per customer across all outlets and channels.
Segmentation
Recency, frequency, value and category-based groups.
Campaigns
Offer and reminder campaigns to targeted segments.
Service follow-ups
Complaints and requests tracked to closure.
FAQ
CRM questions, answered directly
Related
Explore connected capabilities
- Retail CRMCRM built into the POS: customer profiles from billing, purchase history, loyalty points, targeted offers and WhatsApp follow-ups that bring buyers back.Learn more
- Customer LoyaltyPoints accrual, tiers, vouchers and redemptions applied during billing, shared across stores and channels, with a full per-customer trail.Learn more
- SalesCounter billing, B2B sales orders, quotations, price lists and promotions — one sales engine feeding stock, accounts and analytics.Learn more
See it running on your own products
A 30-minute walkthrough with your items, your workflows and your questions.