Customer Management
Effortlessly manage and grow your customer base with TAKU Retail POS. Deepen your relationship with shoppers with a single view of your customer data across your entire business.
Build your customer database
Set up new customer profiles at checkout
Set up new commercial or personal accounts in a few clicks. All transaction details and history are automatically stored under each customer profile.
Centralized customer data
Get a real-time view of customer profiles and their purchase history across all of your retail locations and sales channels.
Mass customer import tool
Easily bring all of your existing customers over to TAKU with our CSV import tool.
Build your customer database
Set up new customer profiles at checkout
Set up new commercial or personal accounts in a few clicks. All transaction details and history are automatically stored under each customer profile.
Centralized customer data
Get a real-time view of customer profiles and their purchase history across all of your retail locations and sales channels.
Mass customer import tool
Easily bring all of your existing customer over to TAKU with our CSV import tool.
Deliver exceptional service, every time
Unlimited customer groups
Group customers by any category you wish. Segment your customers for targeted marketing, personalized service and detailed reporting.
Built-in CRM for faster checkout
Search for a customer in seconds without ever having to leave your salescreen. View customer profiles and past transaction history all from the same screen.
In-store customer consent form
Privacy expectations are changing. Make sure you meet legal requirements when collecting personal information for store marketing. Use our built-in consent form when collecting information from a new customer.
Unlimited customer tags
Add your own tags to customer profiles to find shoppers faster or pull more detailed reports.
Unlimited customer fields
Add unlimited contact information (phone numbers, emails, social media accounts, SMS accounts, etc.)
Customer image
Add a unique customer image to every profile to make it easier for staff to offer personalized service.
Internal notes
Add internal notes to customer profiles to keep track of any special requests or preferences for every shopper.
Finally, a cloud POS with advanced CRM features
Active and inactive status
Give each customer a status – active for regulars or inactive for old customers.
Customer worksheet with bulk editor
Use multiple filters to search for customers (active/inactive, name, account type etc.) or bulk edit with our dynamic worksheet.
Unlimited tax categories
Automate your tax exceptions or rebates with tax categories that can be assigned to every customer.
Customizable account code generator
Generate account codes for each customer automatically based on a customizable format or enter a unique code manually.
Finally, a cloud POS with advanced CRM features
Active and inactive status
Give each customer a status – active for regulars or inactive for old customers.
Customer worksheet with bulk editor
Use multiple filters to search for customers (active/inactive, name, account type etc.) or bulk edit with our dynamic worksheet.
Unlimited tax categories
Automate your tax exceptions or rebates with tax categories that can be assigned to every customer.
Customizable account code generator
Generate account codes for each customer automatically based on a customizable format or enter a unique code manually.