Customer profile
Keep contact, purchase and loyalty history in one customer record.
Loyalty works best when rewards, customer identity and purchase history are recorded at the point of sale instead of maintained in a separate marketing list.
A useful loyalty system identifies the customer during billing, applies approved earning and redemption rules, and preserves the relationship between points and source transactions.
Retail teams can then use purchase history and customer segments for relevant communication without separating the CRM record from actual sales.
Keep contact, purchase and loyalty history in one customer record.
Earn or redeem points under controlled rules during billing.
Review repeat purchase behaviour and campaign response using real sales context.
RetPro combines POS, customer history, loyalty and communication workflows for retail businesses.
Use these points during a product demo or requirement discussion.
Explore closely related workflows, features and implementation questions.
Connect customer workflows to billing and stock.
Read guideRetail-specific POS and customer use cases.
Read guideShare invoices and follow-up messages from retail workflows.
Read guide