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MODULE 04 · CUSTOMERS & CRM

Every customer, every garment.

A searchable database of who your customers are, what they have left with you before, what they still owe and how they like their clothes returned.

IN BOTH PLANSEXCEL MIGRATIONDEEP-LINK RECORDS
ON THIS PAGE
01
One profile

Contact, address, GST details and preferences on a single record.

02
Order history

Every past order, garment and payment sits against the customer.

03
Outstanding dues

Balances visible at the counter before the next order is booked.

04
Wallet and credit

Advance balance, credit limit and settlement handled in one place.

01 / THE RECORD

Name and phone are the only mandatory fields. The rest fills in over time.

Five things worth knowing about a customer.

A dry cleaning customer is not a retail customer. They come back every fortnight, they have preferences about starch and hangers, and they frequently leave without paying in full. The record is built around those three facts.

01Identity & contactName, phone, email, and a tax identifier for corporate accounts that need a GST invoice.MANDATORY: 2 FIELDS
02Delivery addressesVerified pickup and drop addresses with access instructions for the driver — gate codes, floor, timing.FOR LOGISTICS
03Order historyEvery past order, itemised, with the services taken, amounts paid and dates. Deep-linkable from any list.FULL LIFETIME
04Money positionLifetime spend, wallet balance held as advance, and outstanding dues rolled up across all orders.LIVE
05Preferences & notesFree-text notes the counter reads on every visit — starch-free, no hangers, call before delivery.READ AT POS
02 / CAPABILITIES

Designed so the counter never has to ask a returning customer for their details twice.

Search by anything

Phone, name or partial match. The counter finds a returning customer before they finish saying their number.

Active / inactive tabs

Submenus with record counts let you see who has gone quiet and pull a win-back list from the same screen.

Excel import on day one

Bring your existing customer list from your old software or a spreadsheet using a downloadable template.

Export for marketing

Pull a filtered list with phone numbers for an SMS or WhatsApp campaign through the optional messaging add-on — festival offers, monsoon reminders.

Duplicate & deep-link

Clone a corporate account for a second branch, or share a direct URL to a customer profile with a colleague.

Activity log per customer

Who edited the phone number, who wrote off a due, and when. Every change is attributed.

03 / ACTIONS PER RECORD

Standard across every list in the system.

Eight things you can do to a customer.

ACTIONWHAT IT DOESPERMISSION
ListAll, Active and Inactive tabs with live record countsAll staff
AddCreate from the module or inline from the POS screen in two fieldsCounter
EditUpdate contact details, addresses, tax ID and preference notesCounter
ViewContact card, complete order history and money positionAll staff
Activate / deactivateRetire a record without destroying its order historyManager
DuplicateClone a corporate profile for another branch or contactManager
DeleteRemove a record entirely — restricted, and always loggedAdmin only
Import / exportExcel in for migration, Excel out for marketing listsRole-gated
04 / WHY IT MATTERS

Why the database earns its keep.

  • Repeat business you can seeLifetime spend and visit frequency make your top hundred customers obvious — and worth calling.
  • Dues stop being invisibleOutstanding balance sits on the profile, so the counter sees it at drop-off instead of discovering it at delivery.
  • Service that feels personalThe note about starch-free shirts appears on screen before the customer has to repeat it.
  • Migration without retypingYour existing list imports from Excel, so switching software does not mean losing ten years of customers.
WHO USES IT DAILY
STORE CASHIERSCRM MANAGERSMARKETING STAFFDELIVERY COORDINATORS

Stores that keep proper order histories see materially higher repeat drop-off rates.

IN PRACTICE

A cashier types the last four digits of a phone number, sees the customer prefers starch-free pressing and still owes ₹340 from a previous order, and settles both in the same transaction.

05 / CONNECTED TO

Where customer data travels.

SEE IT LIVE

Import a sample list and search it.

The sandbox ships with a few hundred customers, order histories and open balances already loaded.

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