Clients & CRM

Know your customers. Reward them. Get them back.

Profiles, purchase history, and credit — without a second system.

Most POS systems treat customers as a name on a receipt. ninoPOS treats every customer as a relationship — purchase history, preferences, credit terms, last contact — all live and visible to your cashiers and your sales team.

Today, without Clients & CRM

  • Top customers walk in and the cashier doesn't recognise them
  • Customer phone numbers live in three different systems
  • Repeat customers go unrecognised and untracked
  • B2B customer credit is tracked in a notebook
  • You can't segment to send a promo only to lapsed customers

With ninoPOS Clients & CRM

  • Phone-based lookup at the till — every cashier sees who's in front of them
  • One customer record across POS, online, and invoices
  • Purchase history visible at the till — no cards
  • Credit limits enforced at POS and storefront with manager override
  • Segments for marketing: lapsed, top 10%, by store, by spend
CLIENTS & CRM · CAPABILITIES

Everything in Clients & CRM

No add-ons, no upsells — included on every plan.

Complete customer profiles

Name, phone, email, address, tax ID, preferred language, notes — and a full purchase history one click away.

  • All contact fields
  • Multi-address support
  • Tax IDs (TIN, VRN, etc.)
  • Notes & tags

Purchase history & profiles

Every sale, return, and invoice attaches to the customer record — pulled up by phone number at any till. No cards, no apps.

  • Full purchase history
  • Phone-based lookup
  • Notes & preferences
  • Visible across stores

Credit limits & terms

Set a credit ceiling per customer. Net-7, Net-30, custom. Enforce at POS with manager override (audited).

  • Credit limit per customer
  • Net-7 / Net-30 / custom terms
  • Manager-override audit
  • Block at storefront if over limit

Customer segments

Build dynamic segments — by spend, by store, by recency. Send a WhatsApp blast to "lapsed VIP" without exporting CSVs.

  • Dynamic segments
  • Recency / frequency / monetary
  • WhatsApp + email blasts
  • Per-segment exports

Bulk import

Bring your existing customer list in a CSV. Field mapping, deduplication, and merge support.

  • CSV import with mapping
  • Dedupe by phone / email
  • Merge duplicates
  • Bulk update

Privacy & consent

GDPR-friendly consent tracking, data export per customer, and right-to-deletion respected on request.

  • Consent tracking per channel
  • Per-customer data export
  • Deletion request flow
  • Audit log for compliance

How Clients & CRM works in practice

Step by step — from the customer touch to the final ledger entry.

1. Capture at till

New customer? Cashier types name + phone in 5 seconds. Done — they're in.

2. Build history

Every sale, return, invoice, and online order attaches automatically.

3. Recognise

Pull up the customer by phone at checkout to see their profile and purchase history at any till.

4. Extend credit

For B2B, set a credit limit and terms. POS enforces; storefront enforces.

5. Segment

Build a segment ("spent > 500k in last 90 days, hasn't visited in 30 days"); send a WhatsApp.

6. Track ROI

Marketing campaign reports show revenue from each segment / blast.

Built for East Africa

Local payments, currencies, and connectivity — sorted out of the box

Clients & CRM ships with M-Pesa, multi-currency, offline-resilient checkout, and WhatsApp customer messaging baked in — no plugin, no add-on.

  • Record M-Pesa & mobile-money payments
  • TZS, KES, UGX, RWF, USD — multi-currency invoicing
  • Offline mode for areas with unstable internet
  • WhatsApp for receipts, reminders, and orders
  • Local tax (VAT) reporting baked in
< 1 hour
Setup time
Full
Offline support
5+
Currencies
24/7
Support

Frequently asked questions

Specific to Clients & CRM.

Do customers need to install an app to be recognised?

No. Customers are tied to their phone number. The cashier types it in and their profile and history are live.

Can I have B2B and B2C customers in the same database?

Yes. Customer types distinguish them; pricing, credit, and tax behaviour differ accordingly.

How does credit limit interact with the storefront?

Logged-in B2B customers see their limit; checkout blocks if the order would exceed it. Manager override is logged.

Can I export a customer's data on request?

Yes. One-click GDPR data export per customer, including all transactions, communications, and consent records.

Is there a CRM-style activity timeline?

Yes. Every interaction (sale, call note, message, complaint) appears on the customer timeline in chronological order.

Can I track sales rep ownership of a customer?

Yes — each customer can be assigned a sales rep; commission reports follow accordingly.

Ready to put Clients & CRM to work?

Free to start, no credit card required. Live within an hour.