Clients & CRM

Know your customers. Reward them. Get them back.

Profiles, purchase history, loyalty, 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, loyalty balance, 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
  • Loyalty is "punch a card" — and the cards get lost
  • 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
  • Loyalty balance accrues and redeems automatically — 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

Loyalty programs

Points or cashback. Earn at checkout, redeem at checkout. No cards, no apps — just a phone number.

  • Points or cashback
  • Per-customer balance
  • Tier support (Bronze, Silver, Gold)
  • Redeem at any store

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. Reward

Loyalty points accrue at checkout; redeemable instantly at any till in any store.

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 Daraja, multi-currency, full offline mode, and WhatsApp customer messaging baked in — no plugin, no add-on.

  • M-Pesa Daraja STK push for instant 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 for loyalty?

No. Loyalty is tied to phone number. Cashier types it in; balance is 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.