Retail

CRM for retail businesses

Unify walk-in and online customers, manage stock across stores, and turn one-time buyers into repeat customers with campaigns and loyalty.

The challenge

What slows retail teams down

!Customers and stock data living in separate tools
!No single view of inventory across stores
!One-time buyers never coming back
!Billing and CRM disconnected
01One stock truth across every store
02Buyers who come back, not vanish
03GST billing tied to customer history
04Campaigns aimed at real segments
How EazyCXM helps

One platform for retail

In practice

A week inside a retail team

Festival season push

Segments of past festival buyers receive WhatsApp and email offers; responses route to stores and stock transfers pre-position inventory where demand will land.

The stockout save

A fast-moving SKU hits its reorder point; purchasing is alerted, a PO goes out, and back orders capture demand until the receipt lands.

Walk-in to regular

A first-time buyer is billed against a new record; a welcome flow and a well-timed repeat offer convert them into a returning customer.

Capabilities

Everything retail needs, included

Multi-store stock with transfers
GST invoices linked to customer history
Reorder alerts and back orders
Segment-driven WhatsApp & email campaigns
Cycle counts that keep shelves honest
Purchase orders and vendor bills
How it flows

From first touch to lasting relationship

01

Sell

Bill walk-in and online customers against one Customer 360°.

02

Stock

Inventory stays accurate across every location.

03

Retain

Campaigns turn first purchases into repeat ones.

04

Grow

Segments reveal your best customers to nurture.

Questions

Retail CRM, answered

Yes — balances are tracked per location with transfer orders and cycle counts.

Invoices tie to the customer’s 360° so purchase history builds automatically.

Segments and email/WhatsApp campaigns bring buyers back, consent enforced.

Invoices are GST-aware with sequential, collision-safe numbering.

Living segments rank customers by behaviour for targeted nurture.

Every invoice ties to the customer’s 360°, building a complete purchase history automatically.

Concurrent billing is safe — invoice numbering is per-business, sequential and collision-proof.

See EazyCXM for retail

A guided walkthrough on workflows shaped like yours.

Talk to us

See EazyCXM on your business

Tell us a little about your team and we’ll walk you through the platform on workflows shaped like yours — your industry, your motions, your messiest Tuesday.

We reply within one business dayA real person, not a sequence.

The demo runs on your use caseBring your hardest question — that’s the fun part.

No pressure, no spamYour details are used to reach you about this, nothing else.

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