CRM and customer management software — loyalty, follow-up, retention
Collect customer data across every channel, segment it, and automatically nurture with points and offers while tracking results. Turn walk-ins into loyal regulars.
360° customer profiles
Automatically store each customer's details, purchase history, frequency and order value from every channel. Understand customers to serve and sell to exactly what they need.
- Centralised purchase & contact history
- Order value & frequency
- Merge data from store, web, social
Segmentation & sales funnel
Split customers into groups (new, regular, VIP, long inactive) and manage the care funnel. Focus your resources on the most promising customer groups.
- Automatic customer segmentation
- Care & sales funnel
- Reminders for long-inactive customers
New
Interested
Regular
Automated marketing & loyalty
Set up points, membership tiers, vouchers and personalised offers. Send birthday greetings and repurchase reminders — care for customers effortlessly.
- Points & membership tiers
- Vouchers, personalised promotions
- Repurchase reminders, birthday offers
| Tier | Condition | Offer |
|---|---|---|
| Silver | > 2tr | 5% |
| Gold | > 5tr | 10% |
| Diamond | > 15tr | 15% |
Reports & lifetime value
Measure return rate, customer lifetime value (CLV) and the effectiveness of each promotion to optimise your marketing spend.
- Customer return rate
- Customer lifetime value (CLV)
- Effectiveness of each program
A fit for every industry with customers
Thanks to Ordersys' customer data and loyalty points, we know who hasn't come back in a while and send offers at just the right time. Returning customers rose noticeably and revenue is far more stable.
Where customer data actually comes from
This is the first question once you open a CRM and see an empty list. Data does not appear on its own — it comes from what the shop already does every day, just not kept.
At the counter
The largest and easiest source: asking for a phone number at payment for loyalty points. Customers give it because they see something in it for them, not because they were asked. A phone number is personal data, so collect it only with consent and say plainly what it will be used for.
Bookings made in advance
Table reservations, appointments and pre-orders all require a name and a contact number. This is the cleanest source because the customer fills it in, and it also tells you which time slots they prefer, how many people they bring and what occasions they book for.
QR ordering and online sales
When a customer scans to order at the table or buys through your web shop, the order is already tied to the device and the delivery phone number. Nothing has to be retyped, and nothing is mistyped.
Zalo and Facebook
People messaging to ask prices, availability or promotions are real people showing real interest. Most shops let those conversations disappear. Captured, they are the easiest group to invite back, because they approached you first.
From one phone number to one returning customer
Four steps, and skipping any one of them stops the other three from working.
Capture
The first time a customer leaves a number, the system creates a record and attaches that day’s order. One line, telling you nothing yet — but without that first line there is nothing to build on.
Bring it together
The same person buys in store today, orders online next week, messages on Zalo next month. If those three sit in three places, nobody knows it is one customer. Merged into one record, you can finally see how often they buy and what they usually buy.
Segment
Once there is history, customers sort themselves by behaviour: first-timers, regulars, high spenders, and people who used to be regular and have not been seen for a while. No manual sorting — the groups update with every new order.
Treat each group differently
Each group needs something different. New customers need a reason to come back a second time, regulars need to be recognised, lapsed customers need a specific invitation. One message sent to everyone feels irrelevant to all of them.
Loyalty points are switched on, and customers still do not come back
Plenty of shops turn on points, run it for a month and let it lapse. The reason is usually the same: customers collect a few stray points, do not know where they stand, do not know how far the reward is, and forget they have any.
Points only work when customers can see the distance to the reward and that distance looks short. Set the redemption threshold within a few purchases rather than a few dozen, and tell customers their balance at every payment.
But points are only one way of keeping customers, and not the most important one. Knowing who is about to leave is worth more: someone who used to come every week and has not appeared for two months is a clearer signal than any promotion.
The group most worth caring about is usually not the VIPs
VIPs who are buying regularly will keep buying; extra perks for that group mostly reward behaviour you already had. The worrying group is the people who used to buy regularly and stopped: they know the shop, liked it enough to return many times, and for some reason stopped.
Winning back a lapsed customer is almost always cheaper than finding a new one, because the hardest part of the persuasion is already done. What is left is knowing exactly who is in that state and reaching out at the right time — something a notebook or memory cannot do, and sales data already can.
Customer data starts at the point of sale — see the Ordersys sales software →
About the CRM software
What is Ordersys CRM used for?
Does the CRM integrate with the sales software?
Is there a points and membership tier program?
Can I send promotional messages to customers?
Does the trial cost anything?
7-day free trial
Experience the full features, no setup fee. The Ordersys team supports on-site installation & training.
