Customer Management
Supports batch creation and downloading of customer information via Excel. Once created, customer details, photos, stored value, and purchase history are stored in the system. Customers can be segmented into membership levels, enabling tailored promotions and discounts. The tagging feature further refines customer management, allowing for precise, customized services.
Membership level
| Level | Order feedback |
|---|---|
| All | N/A |
| VIP | 5 bonus points for every $50 spent |
| VVIP | 10 bonus points for every $50 spent |
Membership level
Simpos offers a powerful membership level feature, allowing you to categorize customers based on their spending and loyalty. This enables targeted promotions and discounts for each group, enhancing customer satisfaction and loyalty.
Bulk upload and download via Excel
Support bulk uploading and downloading of customer data in Excel format, allowing you to manage large amounts of customer information conveniently and quickly, saving time and improving work efficiency.
Bulk upload
| Name | Level | Phone |
|---|---|---|
| Emma | VIP | 0912345678 |
| Tom | VVIP | 0911222333 |
| Evan | VIP | 0933222111 |
Stored value points
Name
Maya Hawke
Store amountPaying amountStored value points
Customers can use stored-value points like cash to offset expenses in-store. The system automatically tracks and records these points, making them easy to query and manage anytime.
Customer tags filtering
The system enables smart filtering of customer tags, allowing you to group customers based on their behavior and preferences. This helps manage, analyze, and deliver more precise, customized services to each group.
Customers
| Name | Tags |
|---|---|
| Carrie | Bulk purchaseFemale |
| Jo | High-frequencyFemale |
| Schimtt | Regular buyerMale |
Customers
| Name | Overall consumption |
|---|---|
| Chamberlain | $10340 |
| Alexandra | $8650 |
| Catherine | $27290 |
Overall consumption
Automatically calculate customers's overall consumption, allowing you to understand the customer's consumption habits and value at any time. This helps you provide more customized services and rewards for high-value customers.
Order records
Check customers' past order records at any time, including detailed information such as purchased goods, consumption amount, stored value points, etc. This helps you understand your customers' preferences and needs and provide more thoughtful services and suggestions.
Orders
| # | Order no. | Amount |
|---|---|---|
| 1 | 20240606113114 | $120 |
| 2 | 20240603220919 | $746 |
| 3 | 20240509172431 | $382 |
About
Simpos Tech. Co., ltd
10th Floor, No. 77, Section 3, Roosevelt Road, Daan District, Taipei City 106
Monday-Friday 11am-5pm
Tel: 02-23631680
support@simpos.com.tw