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

Omni-Channel

Never lose a
sale again

Allow your customers to shop on any channel, making every unit of stock you have available, regardless of whether they are shopping in-store or online.

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.

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.

Managing customer information in Erply

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 such as:

  • Banking information
  • Multiple addresses
  • Payment terms

Customer Details

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

Omni-Channel History Management

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

Built-In Loyalty

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

Email Communications

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

SMS Communications

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

Reporting

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

Ready to see more?

Book a time with our team, and we’ll schedule an initial discovery call to see if Erply is the right fit for your retail business.