Every customer, every conversation, every cent, in one place.
Accounts, laybys and follow-ups the way South African retail actually runs.
Customers, Laybys & CRM, in short
POSly keeps every customer's purchases, laybys, account balance and conversations together. CRM follow-ups, activity timelines and support requests sit next to the sales history, so nothing depends on one person's memory or phone.
What changes on day one.
“We don't actually know who our best customers are.”
Customer groups, purchase history and RFM analysis show who buys often, who spends most and who has gone quiet.
“Follow-ups live in one salesperson's head.”
Log calls and visits, schedule follow-ups and see every customer's timeline. Agent performance shows who is keeping up.
“Customer complaints die in someone's inbox.”
Customer requests and support tickets are tracked to the end, with the history kept on the customer.
What's included.
Some areas are switched on per business, and your plan, settings and staff permissions decide who sees what.
- Customers and suppliers, with import and groups
- Customer self-registration links
- Laybys, account balances and purchase history per customer
- Business name shown on accounts, where you trade business to business
- Switched on per business: newer customer profile with searchable Sales, Web sales and Payments tables, page size choices and fixed table headers
- Configured per customer: settlement discount rates and payment terms, with suggestions that follow the amount paid and payment date; printed terms switched on per business
- CRM activities, timelines and scheduled follow-ups
- Agent performance reporting
- Customer requests, support tickets and a support call list with follow-up statuses
- Sales agents and commission; tiered commission bands set up on request
- Customers can update their own details from a verified link
- Documents and notes on customer and supplier records
- Sales reps can be limited to their own customers
Common questions.
Can each customer have their own settlement discount terms?
Yes. Settlement discount rates and payment terms are configured per customer. Suggestions depend on the amount paid and payment date. Showing printed terms on invoices, statements and payment screens is a separate option switched on per business.
Does POSly have a CRM?
Yes. POSly includes customer activities, timelines, follow-ups, support requests and agent performance, connected to each customer's sales and account.
Can customers update their own details?
Yes. Customers can update their details from a verified link, so your records stay current without staff retyping them.
Can I limit a sales rep to their own customers?
Yes. A user can be limited to selected customers, so reps only see the accounts they look after.
Can I record products customers ask for that I don't stock?
Yes. Customer requests are logged with the product, brand and status, and followed through to the end.
Can I group customers?
Yes. Customer groups, purchase history and RFM analysis show who buys often, who spends most and who has gone quiet.
