PosNova

Built-in CRM

Turn Every Customer Into a Loyal Regular

Built-in CRM software for POS businesses. Customer 360 profiles, smart weekly outreach, consent management, and segment-based targeting — all connected to your point of sale.

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3x

Customer Retention

40%

More Repeat Purchases

2hrs

Saved Per Week

100%

GDPR Compliant

Everything You Need to Retain Customers

Stop losing customers to poor follow-up. The built-in CRM gives you the tools to build relationships, track interactions, and grow lifetime value.

Customer 360 Profiles

Complete customer view with total spend, order history, avg order value, top products, refunds, and loyalty points — all in one place.

Smart Weekly Outreach

Plan your weekly follow-ups with AI-powered suggestions. Prioritize overdue contacts, high-value inactive customers, and new buyers.

Segment-Based Targeting

Segment contacts by status, type, source, and behavior. Target overdue follow-ups, at-risk customers, VIPs, and one-time buyers.

Consent Management

GDPR and CCPA compliant. Track email, SMS, and WhatsApp consent per contact. Respect do-not-contact flags across all channels.

Activity Timeline

Log every interaction — calls, emails, meetings, LinkedIn messages, and notes. See the full relationship history at a glance.

CSV Import & Export

Import contacts from any CSV with auto-column mapping. Export your contact list for external campaigns and analysis.

Relationship Strength

Rate and track relationship strength from 1-5. Identify your strongest and weakest relationships to prioritize outreach.

POS Integration

Contacts link directly to POS customers. Purchase history, loyalty points, and transaction data flow into CRM profiles automatically.

Customer 360

Know Every Customer Inside Out

Click on any CRM contact and see their complete story — total spend, order count, average order value, top products, refund history, loyalty points, and recent transactions. All pulled live from your POS data.

  • Total spend and lifetime value
  • Order count and average order value
  • Top products purchased
  • Refund and return history
  • Loyalty points balance
  • Last visit and purchase recency

Total Spend

$12,450

Orders

47

Avg Order

$265

Loyalty Points

2,340

Recent Transactions

POSSep 3, 2026
$340
POSAug 28, 2026
$185
OnlineAug 15, 2026
$520

Week 36 — Sep 1–7, 2026

8 of 12 completed
Sarah JohnsonAcme Corp
CONTACTED
Mike Chen—overdue
FOLLOW UP
Priya PatelTechStart
NOT CONTACTED

Weekly Outreach

Never Miss a Follow-Up Again

The smart weekly planner suggests who to contact based on overdue follow-ups, customer value, and engagement patterns. Track status, add notes, and watch your outreach consistency improve week after week.

  • AI-powered contact suggestions by segment
  • Overdue follow-up detection and flagging
  • Progress tracking with completion percentage
  • Quick status updates and inline notes
  • DNC enforcement — excluded from all outreach
  • Weekly cycle planning with historical data

How to Start Retaining Customers

01

Add or Import Contacts

Add contacts manually, import from CSV, or let POS transactions create them automatically. Every walk-in becomes a CRM contact.

02

Build Your Weekly Plan

Use smart suggestions to populate your weekly outreach. Prioritize overdue follow-ups, high-value customers, and new leads.

03

Track Interactions

Log calls, emails, meetings, and notes. Update relationship status and strength as you build each customer relationship.

04

Grow Customer Lifetime Value

Identify VIPs, re-engage at-risk customers, and nurture new buyers. Watch retention improve with every weekly cycle.

Frequently Asked Questions

Get answers to common questions about the PosNova built-in CRM.

What is a Customer 360 profile?
A Customer 360 profile gives you a complete view of each customer — their total spend, order count, average order value, top products purchased, refund history, loyalty points, and recent transactions. It links CRM contact data with POS purchase data for a unified view.
How does smart weekly outreach work?
The weekly outreach planner suggests contacts based on segments: overdue follow-ups, high-value customers who went quiet, new single-purchase customers, and at-risk contacts. You review the suggestions, add them to your weekly list, and track outreach status for each contact.
Can I import contacts from another CRM?
Yes. Export your contacts as a CSV from any CRM or spreadsheet, then use the import tool. It auto-maps common column names (name, email, phone, company, etc.) and lets you preview before importing. Duplicate detection prevents re-importing existing contacts.
Is the CRM compliant with GDPR and CCPA?
Absolutely. Each contact has granular consent flags for email, SMS, and WhatsApp marketing. Do-not-contact flags are enforced across all outreach. Consent source and date are recorded for audit trails. You can export or delete customer data on request.
How does POS integration work with the CRM?
When a customer makes a purchase at your POS, their CRM profile is automatically enriched with transaction data. Total spend, order count, average order value, last visit, and loyalty points update in real-time. You can click through from any CRM contact to see their full purchase history.
What segments are available for targeting?
Pre-built segments include: Overdue Follow-up (past-due contacts), Inactive 30+ Days (no recent orders), High-Value Inactive (top customers who went quiet), New Single Purchase (one-time buyers to nurture), and Needs Attention (at-risk or churned). You can also filter by status, type, source, and custom criteria.
Can I manage team outreach with the CRM?
Yes. The weekly outreach planner lets you assign contacts, track status (Not Contacted, Contacted, Responded, Follow Up, Meeting Needed, Opportunity), and add notes. Progress tracking shows how many contacts you've reached each week.

Stop Losing Customers. Start Retaining Them.

Built-in CRM software that connects directly to your POS. Customer 360 profiles, smart outreach, consent management, and weekly planning — all in one place. Start free today.

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