Pricing
CRM

Customer Management

Build lasting relationships with your customers

Know your customers by name. Track purchase history and balances, and deliver personalized service that keeps them coming back.

Customer Management
Features

Everything You Need

Powerful features designed to help you run your business more efficiently

Customer Profiles

Store customer information, preferences, and notes for personalized service.

Purchase History

See every POS sale and every order a customer has made, with payment details.

Customer Balances

Track what a customer owes across orders and payments, and see it settle as payments are recorded.

Quick Add at the Register

Create a customer from the POS with a name and phone number, or record a guest sale by phone alone.

Bulk Import

Bring in your existing customer list in one batch from the dashboard.

Customer Reports

Top customers, average order value, lifetime value and new versus returning customers.

Know Your Best Customers

Know Your Best Customers

Identify your VIPs and treat them accordingly. Lifetime value tracking helps you focus on what matters.

  • Customer lifetime value
  • Purchase frequency analysis
  • Segmentation tools
  • VIP identification
Every Sale in One Profile

Every Sale in One Profile

Attach a customer to any POS sale or order and their history builds itself.

  • POS sales and orders per customer
  • Payment history and balances
  • Billing and shipping addresses
  • Free-form notes

Ready to Get Started?

Start your free trial today and see how Invoyes streamlines your operations.

The all-in-one platform built for B2B and B2C/Retail businesses in Canada.

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