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Customers, CRM & Loyalty

You already know your best customers. Now your system does too.

Profiles that build themselves from purchase history, loyalty that people actually use, and campaigns you can send from your phone.

22%

typical lift in repeat visits from a live loyalty tier

Profiles from day one

Loyalty that fits your margins

Reach them where they read

Profiles from day one

A phone number at the till is enough to start. History, preferences, credit and loyalty balance all attach to it.

Loyalty that fits your margins

Points, cashback, visit-based rewards or tiers. Set earn and burn rates by category so you never fund a promotion out of your thinnest line.

Reach them where they read

WhatsApp, SMS and email campaigns built from real segments - not a list you exported last quarter.

01

Segments that come from behaviour

SumPOS builds segments out of what people actually bought. Customers who visited three times last month and none this month. Customers whose average basket dropped by a third. Customers who only ever buy on discount. Each segment is live - a customer enters and leaves it automatically as their behaviour changes.

  • RFM scoring (recency, frequency, monetary) computed nightly
  • Lapsing and win-back segments with configurable windows
  • Category affinity - who buys what, and what they buy next
  • Birthday and anniversary triggers
  • Manual tags and notes for the things a system cannot infer
02

Campaigns without a marketing team

Pick a segment, pick a template, preview it on a phone, send. SumPOS reports back on redemptions and the revenue attributable to each campaign, so you learn which offers pay for themselves and which ones just train people to wait for a discount.

  • WhatsApp Business templates, SMS and email
  • Personal vouchers with single-use codes
  • Scheduled and recurring sends
  • Redemption and revenue attribution per campaign
  • Opt-out handling and consent records built in
03

Credit customers, handled

For businesses that sell on account - wholesalers, hardware stores, salons with corporate clients - SumPOS enforces credit limits at the till, tracks aging, sends statements, and stops a bill going through when a customer is past due, unless a manager overrides it on purpose.

The full list

Everything in Customers, CRM & Loyalty

No asterisks, no 'coming soon' hidden in a footnote. If it is listed here, it ships.

Customer file

  • Unified profile across all branches
  • Purchase & return history
  • Multiple addresses & contacts
  • Documents and photo attachments
  • Custom fields
  • Merge duplicates safely

Loyalty

  • Points, cashback or visit rewards
  • Tiered membership levels
  • Category-specific earn rates
  • Expiry and burn rules
  • Digital membership card with QR
  • Cross-branch balance

Marketing

  • Behavioural segments
  • WhatsApp / SMS / email campaigns
  • Single-use voucher generation
  • Automated birthday & win-back flows
  • Campaign revenue attribution
  • Consent and opt-out management

Credit

  • Per-customer credit limits
  • Aging & statements
  • Automated payment reminders
  • Post-dated cheque tracking
  • Security deposits
  • Block-on-overdue rules
FAQ

Customers, CRM & Loyalty - the usual questions

Still unsure about something? Ask us directly - a person answers, usually the same day.

No. A phone number is enough. If you want something more visual, SumPOS issues a digital membership card with a QR code that lives in the customer's wallet app or a browser link - still no download required.

Ready to see your business on one screen?

The point of sale is free forever - unlimited registers, unlimited stores, no card required. Add the back office only when you actually need it.

No card required · Free forever · No commission on your sales · Your data stays yours