Customer Management
Customer management features help you build relationships, track purchase history, and create loyalty programs. Turn one-time buyers into repeat customers.
Why It Matters
- •Build customer relationships
- •Track purchase history and preferences
- •Create targeted marketing
- •Increase repeat business
- •Personalize the shopping experience
Key Capabilities
Customer Profiles
Store contact info and purchase history
Purchase History
See what customers bought and when
Loyalty Programs
Reward repeat purchases with points or perks
Email Marketing
Send receipts, promotions, and updates
Customer Groups
Segment customers for targeted offers
Feedback Collection
Gather reviews and ratings
Provider Comparison
Excellent free CRM. Customer directory, purchase history, and Square Loyalty program available.
Limitations: Loyalty program costs extra
Strong customer profiles with online/offline sync. Good for omnichannel customer data.
Limitations: Loyalty needs apps
Solid CRM for retail. Customer groups, purchase history, and built-in loyalty options.
Limitations: Advanced features on higher tiers
Restaurant-focused with guest profiles. Email marketing and Toast loyalty program.
Limitations: Best for restaurant use cases
Basic customer tracking. Loyalty available through apps.
Limitations: CRM less sophisticated than competitors
Common Questions
Is a POS CRM enough or do I need dedicated software?
POS CRM is great for transaction-based relationships. If you need complex sales pipelines or B2B features, consider dedicated CRM (HubSpot, Salesforce) that integrates with your POS.
Are loyalty programs worth it?
For most retail and restaurants, yes. Even simple punch-card style programs increase repeat visits. Start simple and upgrade as you learn what motivates your customers.
Best For
- ✓Retail stores
- ✓Restaurants
- ✓Service businesses
- ✓Subscription businesses