CRM
Build lasting customer relationships
POS Ally's CRM module helps you track every customer interaction, manage your sales pipeline, and automate follow-ups to grow revenue. Unlike standalone CRM tools, it integrates directly with your POS data — so you know what your customers buy, when they buy, and how to keep them coming back.
Key Features
Contact Management
Centralized database of customers, suppliers, and leads. Store contact details, purchase history, notes, and custom fields in one place.
Sales Pipeline
Visual pipeline with customizable stages. Drag deals between stages, set values, assign owners, and track expected close dates.
Activity Tracking
Log calls, emails, meetings, and notes against any contact or deal. Complete timeline view shows every touchpoint at a glance.
Email Campaigns
Send targeted email campaigns to customer segments. Track opens, clicks, and conversions. Integrate with your POS purchase data for smart targeting.
POS Integration
Customer profiles automatically enriched with purchase history from your POS. See lifetime value, favourite products, and last visit date.
Reporting & Insights
Pipeline value, conversion rates, activity metrics, and revenue attribution. Know which sales efforts drive results.
Why Choose POS Ally CRM?
- See complete customer history — purchases, interactions, and deals in one view
- Never miss a follow-up with activity reminders and pipeline alerts
- Integrated with POS — customer data flows automatically, no manual entry
- Segment customers by purchase behaviour for targeted campaigns
- Role-based access — sales reps see their deals, managers see everything
- Cloud-native — access your CRM from anywhere
- Start free for 14 days with full CRM functionality
Who It's For
Ready to get started with CRM?
Start your 14-day free trial today. No credit card required.