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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. 

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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.