SpeedyPOS :: Customer History & Searching Information

Customers Relationship Management

Customer Information and history is a high priority with SpeedyPOS. Keep track of a customer's name, address and phone number, e-mail address, web addresses, price schedules, warning comments and other bits of important information in the customer file.

Feature Packed

Easy Searching
You'll never have trouble locating a customer's account. SpeedyPOS lets you find the customer by phone number which makes for easy searching.

You can also search by account number, city, address, postal code, or the first or last name of any of your customers.

Mailing Lists
SpeedyPOS produces mailing lists based on complex information. For example, you can send Christmas cards to all customers that spent more that $500 in the last 12 months or send discount coupons to all customers that purchased certain types of items in the last 4 months.

E-mail and Web Addresses
Many businesses now have e-mail addresses and web pages, so we can track that on the customer's front page without having to hide the data inside a comment.

Payment History
It's easy to view a list of your customer's payments. You can either view individual invoices to see the amounts paid on each or you can review the list of all the payments. This is beneficial especially when a customer pays several invoices with one payment.

Warning Comments - Automatic Up-Selling
You can attach up to 200 lines as a warning comment to a customer record. Whenever you start an invoice or edit that customer record, the warning comment will pop up in a big red box. It can be used to remind you to not accept customer cheques, give special shipping instructions, or to call the cops. The warning comment does not have be negative either. It could remind the staff that the customer prefers and will pay for the high quality items or other customer preferences.

Customer Comments

All customer accounts can have comments attached. These comments have several uses, such as keeping track of sales leads and prospects, customers looking for certain goods, or collection calls. When you enter a comment into the system, that information can be shared with your other staff so that everyone can know the current status of the customer.

Purchase History

The Purchase History brings up a list of all items purchased complete with a reference to the date of purchase, invoice number and amount paid. This helps you to quickly search for a specific part the customer purchased instead of having to review each invoice separately.