👥 Administration

CRM Module Addon

Sales Pipeline, Follow-up Logs & Target Marketing Campaigns

Unify lead tracking, customer communication history, and staff tasks to improve customer conversion and retention.

Module Capabilities

What this Addon Does

Advanced built-in tools crafted specifically to solve core operating bottlenecks.

Kanban Lead Pipelines

Track sales opportunities visually through custom stages (e.g. Lead, Contacted, Proposal, Closed).

Call & Interaction Logs

Record summaries of calls, emails, and meetings to keep all sales reps aligned on customer progress.

Task & Meeting Scheduler

Assign follow-up tasks to sales personnel and sync them with dashboards and calendars.

Loyalty Point Rules

Configure points calculation rules to reward high-value repeat customers automatically.

Key Benefits

Why Add This To Your POS?

Tangible outcomes that directly translate to saved hours and increased revenue.

Boost Sales Conversions

Never lose track of a prospect with automated follow-up reminders and task schedules.

Unified Customer Views

Empower support and sales agents with instant access to purchase history, repair status, and call histories.

Targeted Promo Campaigns

Filter customer databases by purchase habits to send customized discount offers.

Applications

Perfect Fit For

B2B Traders & Wholesalers Service Agencies Retail Outlets Real Estate Offices
FAQs

Frequently Asked Questions

Common queries regarding integrations, updates, and setup processes.

Yes. You can assign leads individually or set rules to distribute incoming customer queries across your team.

Yes. Every email, ticket, invoice, and payment received is logged directly on the customer's profile page.

Ready to upgrade your system?

Supercharge Your Business with the
CRM Module Addon

Integrate seamlessly within 24 hours. Full customer support and onboarding included.