Skip to content
CRM SOFTWARE

Customer management software to grow repeat sales

Turn one-time shoppers into loyal regulars. Capture customer details at checkout, track behaviour across every channel, and reward customers automatically with CRM software built for retailers.

retail-customer-managment-system

Unify customer data across every channel

Loyalty rewards

Reward every purchase with points and perks that bring customers back - online and in-store.

VIP groups

Create tailored tiered rewards and promotions based on customer groups.

Customer tracking

Capture in-store and online activity to understand buying habits and tailor future engagement.

retail-customer-management-software

Track every shopper interaction

Get a complete picture of each customer wherever they shop - so you can deliver consistent service and smarter marketing. Customer profiles unify data across all channels so you can make informed recommendations.

  • Track and view a customer's complete order history, spend frequency, average basket, wishlist and abandoned items
  • Build your customer database on every POS transaction and online sale with marketing opt-ins and configurable required fields like names and emails
  • Tailor customer profiles - Set VIP groups or offer store credit, payments by invoice, bespoke price lists and on-account limits
Track Right retailer logo

"In a sector often dominated by large, impersonal corporations, the Saledock team stands out for their human touch and exceptional customer service. Saledock has been a game-changer! The reliability and efficiency of the system means we spend less time troubleshooting and more time focusing on the actual work we need to do"

Simon B.
Owner @ Track Right Equestrian

Drive customer loyalty and repeat sales

Make loyalty effortless. Run loyalty schemes and promotions that encourage customers to return more often, spend more per visit, and stay engaged over time - without adding complexity for staff.

  • Let customers earn and redeem instantly at checkout, in-store, or online for a seamless experience
  • Offer personalised rewards and discounts based on customer groups and automatic spend rules
  • Create tiered rewards that motivate customers to level up for bigger perks and exclusive discounts
homeware-store-point-of-sale

Explore customer management features

Unlock powerful CRM tools as part of your all-in-one retail platform - so customer data is always connected to sales, stock, and marketing.

Loyalty rewards

Reward customers for every purchase and encourage repeat visits with points-based loyalty programs.

Customer reports

Better insights on abandoned baskets, eCommerce search history and active store credit, laybys, gift cards and on-account sales.

Bulk profile management

Already have a large customer database? Easily bulk import and export using CSV.

Gift cards

Attract new customers and increase revenue with omni-channel gift cards.

Customer management

Seamlessly manage customer and company account information and sales orders.

Personalised marketing

Connect Hubspot to send targeted messages and offers based on purchase history.

Your customers. Understood.

One platform for customer insights, personalised marketing, and retail success.

We're here to help you succeed!

Hardware

Touch screens, printers and scanners. We've got that covered too.

Smooth migration

No need to start from scratch. We'll migrate your existing data.

Onboarding

Get started quickly with one-on-one training and online resources.

Reliable support

Dedicated support by phone, email, and live chat - when you need it.

FAQs: CRM software

What is CRM software?

Customer relationship management (CRM) software provides a central database where you can view, edit, and add customer details, as well as track their purchases.

With a CRM, you can monitor customer data across all locations and retail channels within your business.

A CRM system collects and stores information about each customer in one place. You can access details such as their name, contact information, address, and sales history. This is particularly useful when you need to contact a customer or when launching an email marketing campaign.

Why does your business need CRM software?
To eliminate spreadsheets and paper-based forms. By accessing all your customer data from one central database you can build a better picture of repeat customers, customer spend, their sales history and preferences. For retailers, CRM software also means you can issue personalised discounts, store credit and loyalty points as each is issued to an individual customer stored on your CRM software.
How does customer management software work with my POS system and website?
You can lookup existing customer information and add a customer to an order on your ePOS when they pay at the till. If the customer does not exist, you can create a new customer which is added to your customer database and available the next time they shop with you. As an omni-channel provider, Saledock enables you to view both in-store and online purchases per customer. Each time a customer places an order online their customer profile is updated with their latest information, total spend, loyalty points and purchase history.
Does your CRM integrate with HubSpot?

Saledock offers both a 1 way or 2 way sync of customer information. Any customer data added to Saledock will be sync to your Hubspot account. This includes contact information and marketing preferences. We recommend connecting your Hubspot account if you wish to use your Saledock customer database as part of an email marketing campaign.