Customer relations

Loyalty & CRM

Every transaction is an opportunity to start and build a long-term customer relationship. Erply provides a number of flexible options for you and your employees to capture and update customer information.

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Customer lookup at the register
Customer information

Build the foundation for effective customer engagement

Any sales associate has the ability to create a new customer using the POS. Capture all relevant information, name, contact information, birthday. There's even space for a few notes.

Managing customer information

Minimum at the till, full detail in the back office

At the point of sale, any sales associate can create a new customer profile on the fly, requiring minimum information. In the back office, a customer profile can include much more detailed information.

  • Banking information
  • Multiple addresses
  • Payment terms

Use Erply's sales reports to track customer purchasing habits and create promotions tailored to their interests. Each customer profile stores the customer's purchase history, including payment status, quotes, and special orders.

While Erply provides a database to store all customer information, some customers might be whole businesses unto themselves. Use Erply to save the company and department information and maintain positive business relationships.

Capabilities

What the customer record carries

One profile, visible at every till and in every report.

Targeted marketing via Twilio, Mailchimp and Esendex
1

Customer Details

Track and capture as much customer data as you require, from segment, to birthday and sign up store.

2

Omni-Channel History Management

Track a detailed history of what your customer has purchased, including anything ordered online and in-store.

3

Built-In Loyalty

Use our built in rewards points system to incentivise customer spend and increase retention rates.

4

Email Communications

Send customers digital versions of their invoices, or connect with Mailchimp to send bulk email communications.

5

SMS Communications

SMS customers their receipts, or send targeted messages to customers in bulk or a unique coupon for their birthday.

6

Reporting

Track which locations are signing up the most customers, and monitor customer spend by segment or store region.

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Let's scale your retail.

Speak to a consultant about your stores, your stack, and what a rollout would look like.