Module - Sales & CRM

One customer. Every counter. Every visit.

The customer is not a separate database that has to be matched to the invoice. It is a foreign key on the invoice itself - so history, loyalty and CRM signals live in the same transaction stream.

One customer, every counter

Phone-first lookup, unified across terminals and locations. A repeat visit is recognised at the register, not after a report runs.

Loyalty that lives on the invoice

Points, tiers and store credit accrue and redeem as part of the transaction - no external plug-in, no reconciliation lag.

Cohorts, RFM and churn - already there

Repeat, recency, frequency and monetary segmentation are queries on the live table. Marketing lists refresh with the last sale, not with a nightly export.

Same event, this view

The invoice is the CRM event.

The customer's profile updates as the sale commits - lifetime value, last visit, category preferences and loyalty balance all move in the same tick.

Point of sale

Counter 2 - Terminal A

Ready

Item

Woven silk stole - Ivory

WSL-IVR-01

Total

3,499

Payment

UPI

TransactionTXN-001024
Awaiting scanLive

Inventory

-

Aisle 3 - Stoles

Awaiting event

Finance

-

4000 - Retail sales

Awaiting event

Sales & CRM

-

Anitha K. - Counter 2

Awaiting event
Same event. Same instant. No sync in between.

What ships in this module

Capabilities that pull their weight.

Not a feature list to make a comparison chart look busy. These are the pieces that actually do the daily lifting of a live business.

  • Phone-first customer lookup across all terminals
  • Household and B2B customer models
  • Loyalty points, tiers and expiry
  • Store credit, gift cards and returns credit
  • Cohort, RFM, recency and churn views
  • Segmented broadcast lists ready for WhatsApp and email
  • Referrals, birthday and anniversary triggers
  • Purchase history filterable by SKU, category and location

Where this shines

Retail chains with repeat customersClinics tracking practitioner-patient historyCafes with loyalty programsAny business that treats returning customers differently