Managing Customers and Companies

Customer relationships are the lifeblood of retail. The CRM (Customer Relationship Manager) within CrazyPOS goes far beyond saving names and emails.

Customer Profiles

When you add a customer during checkout or from the Admin Console under Customers > Customer List, you create a persistent profile.

• Purchase History: Track every item they bought and every repair they booked.
• Account Balance: Customers can hold Store Credit from trade-ins, or owe you money (Account Receivables) if you offer them a line of credit.
• Notes: Add staff-only notes regarding interactions with the customer.

Company Accounts (B2B)

If you perform IT support or bulk repairs for local schools, businesses, or government agencies, you should create a Company Account.

1. Go to Customers > Companies.
2. Create a new Company Profile (e.g., "City High School").
3. Add their specific billing address and ABN/Tax ID.
4. Link Employees: You can link multiple individual Customer Profiles to the Company. When John Doe or Jane Smith comes in, their repairs can be processed and billed to the overarching Company Account on a 30-day invoice cycle.

Quotation Follow-ups

Any CRM is only as good as its outbound capability. If an associated Customer has an expiring Quotation, CrazyPOS automatically tracks it, allowing your sales staff to pull up the record and send a reminder notification with one click.