Customer identification
Discuss which customer details a counter should collect, the purpose of collection, and who should be able to view them.
M AND R SOLUTION
Choose how you’d like to reach our team.
POS-CRM · CRM, E-commerce & sales
Look beyond a single retail visit.
Explore the CRM variant of POS for customer relationships, service enquiries, and follow-up around in-store purchases.
Contact us for pricingConfirm modules, services, and commercial terms in a written proposal.
A variant of POS · Point of Sales. Review the base and variant scope together.
Discuss the modules, users and deployment your business needs.
Built around your work
POS-CRM places the customer's continuing relationship with a store alongside the checkout transaction. A retailer may need to understand why someone returned, what service was promised, and who should follow up. Evaluate those activities using your actual customer service process rather than assuming that a sales receipt is a complete relationship record.
A completed sale can leave unresolved questions about exchanges, after-sales service, or a customer's next visit when responsibility is unclear.
Discuss which customer details a counter should collect, the purpose of collection, and who should be able to view them.
Map a product query or service issue from the first conversation to an assigned response and resolution.
Bring any loyalty or repeat-customer rules for review. Confirm the supported configuration and customer communication channels separately.
Example workflow
Review how the cashier should connect a visit with the relevant customer.
Identify the service question or follow-up arising from the retail purchase.
Agree who should respond and how the customer-facing outcome is checked.
Operational visibility
Bring the fields, reporting periods, and examples your team uses. Agree the available formats and any additional report work in the implementation scope.
Before you decide
POS-CRM concerns customer relationships around retail activity. POS-ECOM concerns online selling and its handover to store operations. Review each channel's responsibilities separately.
Campaign tools, messaging providers, permissions, and usage charges require separate confirmation. Bring an example campaign if that is part of your requirements.
Bring a representative business example for POS-CRM, including a correction or exception. Review the steps on this page with the team and agree which are supported by the proposed release, configuration, and services.
Request a proposal listing the selected modules, users, locations, deployment, migration, training, and support. Ask for taxes and ongoing charges to be itemised, with acceptance criteria and responsibilities agreed before implementation.
Configuration & support
Choose a configuration with clear responsibilities and commercial terms.
Confirm modules, users, branches, integrations and deployment requirements in your proposal. Displayed prices apply to the listed configuration.
Ask us to itemise taxes, hosting, migration, training and ongoing support. Support, updates and annual maintenance, where applicable, depend on your purchased plan and signed agreement.
Your next step
Discuss Point of Sales — CRM, review your requirements, and agree the configuration, services, and next steps with our team.