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Comprehensive Customer Management




A Treasure Trove of Data

Tillpoint houses an extremely powerful CRM system which interconnects with the POS, containing a host of useful features, designed to hold an enormity of information and improve all aspects of customer relations. Add customers, as businesses or individuals, in a considerable amount of detail. With dedicated fields covering a wide array of information, you can add as much as is necessary for each customer.

Should you require a specific piece of information regarding your customers, something that our preset fields donít cover by default, you can quickly and easily create custom fields in settings, extending your data capturing abilities. These fields can be customised in any way youíd like, from plain text boxes, to date, time and number boxes.


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Customer Features
Understanding Your Customers
Customer Features
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Data-Backed Decision Making
Keep a close eye on your customers with Tillpoint; see their entire account activity at the quick touch of a button, both here and in the POS. View sales, returns, payment methods and more! The collection and analysis of such information can prove highly beneficial as it gives invaluable insights into your customersí purchasing behaviour.
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Customer Reports
Having quick access to orders placed by customers, their total expenditure, and by which means the items were purchased, provides you with a better understanding of what your customers want. In order to help you analyse such large amounts of raw data, Tillpoint includes a Reports module which clearly outlines significant insights into your customers, products and more!

Customer Features
Build and Spread Loyalty

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Improved Customer Engagement
Create long-lasting customers through the use of loyalty programs, actionable in the POS and completely customisable by you, to best suit your business needs! Proven to boost growth, keep customers happy, and drive repeat business, the offering of loyalty rewards also allows you to collect a range of valuable data regarding your customers. You will soon see the kind of incentives that drive business, and, equally importantly, discover the types of rewards and offers which do not.


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Powerful Point of Sale Promotions
With a variety of features dedicated to promoting your business brand, from loyalty programs and bespoke offers, to highly customisable gift cards and punch cards, users can always find new ways of keeping their customers happy and satisfied. These promotions can quickly be accessed and actioned in the point of sale.


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Encouraging Customers to Come Back
Tillpoint allows for the creation and implementation of gift cards, and much like the loyalty program and punch card plans, theyíre completely customisable, giving your customers more than one way to spend when ringing up items at the POS.

Business Features for Business People

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Organised Communication
Maintain a complete and organised record of all communication between you and your customers using the smart memo feature. Document the type of communication, such as post, phone call or SMS message, the subject matter of that interaction, and the time and date in which it took place. Keeping a thorough history of all communication can help circumvent any future issues.


Customer Features


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Interconnected Point of Sale
Use the multitude of useful features Tillpoint has included in its CRM, from the on account credit and transaction limits, to permanent discounts, all of which can greatly reduce the amount of manual admin work needed for each purchase. The Customers module is interconnected with the other modules, including the point of sale. Any changes made to customers here will be automatically applied in the other areas of the system.


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Management Made Easy
Managing a large number of customers can be highly demanding, particularly when each customer has different requirements. Tillpoint aims to ease the stresses of that endeavour and has preset fields for everything needed to successfully maintain your customers, including a field for tax exemptions, where you can select which taxes the customer is exempt from, the reason why, and a place to store an image of the document providing proof.
Marketing, Social Media and Communication

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Marketing Channels
We understand that marketing is an important facet to any business, which is why Tillpoint includes an area where you can select the preferred methods of reaching your customers. If the customer isnít happy with the method, or frequency, of marketing material, they can easily get in touch to let you know, allowing you the opportunity to fine-tune your approach and market your products or services in the way that makes your clients happy.


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Get Social
The prevalence of social media is apparent and itís something no business can ignore, regardless of size. Used correctly it can create and maintain an important line of communication between you and your customers. Make use of this contemporary tech tool and input your customerís social media accounts into the dedicated customer social media page.


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Direct Contact
It is possible to contact your customers via email or SMS directly from the application, a feature which, we feel, cuts straight through those bothersome chunks of time which could be spent doing something more productive!

Customer Features
Key Customer Feature List

FeaturePoint

Unlimited Customers


There is no upper-limit to the number of customers you can have in the customer list.

FeaturePoint

Custom Print Templates


Create a variety of templates for printing customer information.

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Customer Types


Add individuals or businesses, giving you the flexibility to create a comprehensive customer database.

FeaturePoint

Group Customers


Create a range of groups to which you can add your customers, separating your customer base, allowing for more targeted marketing.

FeaturePoint

Alerts & Contraindications


Save every piece of important information for all your customers, including dietary requirements, food allergies or any other alerts that should be be made known to staff.

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Custom Customer IDs


Give your customers unique IDs, making them easily searchable in the customer list.

FeaturePoint

Customer Tags


Assign tags to certain customers, which show at POS after adding the customer to an order, letting the cashier know of any special information or instruction.

FeaturePoint

Comprehensive Data Capturing


Save all kinds of customer information, with data fields covering everything from nickname to time zone.

FeaturePoint

Contact Preferences


Select the way in which each customer prefers to be contacted, allowing you to better target your clients.

FeaturePoint

Tax Exemptions


Select for which taxes customers are exempt, with the added ability of adding the reason why, and supporting document images.

FeaturePoint

Staying Social


Dedicated fields for customer social media profiles.

FeaturePoint

Customer Card Numbers


Give each customer a unique card number, allowing you to introduce physical cards for membership, promotional or sales purposes.

FeaturePoint

Permanent Discounts


Add permanent discounts for those special customers, automatically being applied whenever they make a purchase.

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Set Credit Limits


Set on account credit limits for each of your customers, allowing them to place a certain amount of their purchase on their personal account.

FeaturePoint

Transaction Limits


Establish limits regarding the amount a customer may spend in one transaction.

FeaturePoint

Customer Marketing


Select the ways in which your customers preferred to receive marketing material.

FeaturePoint

Search Keywords


Add custom search keywords for your customers, enabling you to find each one in a matter of seconds.

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Custom Fields


Create a variety of highly customisable custom fields, expanding data capturing abilities to meet even the most specialist of needs

FeaturePoint

Customer Loyalty Program


Design a loyalty program for your customers, allowing them to earn redeemable loyalty points with each transaction.

FeaturePoint

Punch Cards


Create a range of punch card plans, enabling your customers to collect punches and redeem them for items.

FeaturePoint

Gift Cards


Connect purchased gift cards to customer accounts, letting them purchase items when they please.

FeaturePoint

Memos & Communication


Add detailed memos in order to document customer communication and activity.

FeaturePoint

Contact


Send emails or SMS messages to your customers, direct from the app.

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Customer Orders


View the orders connected to each customerís account, including order details, total expenditure and outstanding amounts.

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Account Activity


See in-depth account activity for each of your customers.

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Interconnected Design


All modules within Tillpoint are connected to one another, allowing for a seamless and complete business application.

All Customer Features


LITE
STARTER
ADVANCED
MILTI-STORE
FeaturePoint

Unlimited Customer Profiles

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Integrated Help Centre

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Comprehensive Search

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customisable Column Titles

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Custom Print Templates

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Timeline

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
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Sort Feature

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
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Add Individual & Business Customers

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
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Customisable Basic Data Fields

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Photos

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Multiple Titles

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Grouping

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Alerts / Contraindications

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Tags

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Unique Customer IDs

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Extensive Data Capturing

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Multiple Taxes

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Save Document Images

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Social Media Slots

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Card Numbers

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Permanent Discounts

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Time Zone Select

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Credit Limits

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Transaction Limits

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Notes

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Marketing Preferability

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Search Keywords

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Custom Fields

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Point of Contact Info

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Intuitive Design

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Loyalty Program

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Customer Punch Cards

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Gift Cards

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Create Customer Memos

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Full Account Activity

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Send Emails from App

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Send SMS Messages from App

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Interconnected Design

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
FeaturePoint

Highly Customisable

Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features
Included in Tillpoint Features


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