Customer management (CRM)

Unify customer data from POS, website, and chat into one 360° profile. A foundation for segmentation, Loyalty, a prepaid wallet, and Customer Retention & LTV reports to lift repeat purchase rate and each customer's Lifetime Value.

CRM customer list screen
CRM screenshot
360° profile
360° profile
Customer detail, purchase history, tier, and rewards
Loyalty & points
Loyalty & points
Manage points, redemptions, and automatic tiering
Customer groups
Customer groups
Tiers, dedicated pricing, and VIP policies

Customer data is split across POS, the website, and chat — you cannot see where they shop, what they buy, or how much they have spent. Personalization fails, repeat rates stay low, and one-time buyers disappear.

Know each customer, lift repeat purchase, and turn one-time buyers into loyal fans — with 360° profiles, tags and customer groups, and automated loyalty at POS and on the website.

Core capabilities

Returning customers are the most durable source of revenue — yet many businesses don't know who is loyal and who has left. Oviro CRM turns fragmented data into actionable retention and LTV reports.

360° customer profiles

Roll up order history from POS and the website into a single profile. See lifetime spend, order count, points, and tier. Extend with industry-specific custom fields (skin type, shoe size).

Segmentation & tags

Tag customers flexibly and group them to apply their own price lists and policies. The Customer Retention report shows who is new, who came back, and who buys repeatedly — with average LTV and customer lists you can click into.

Company customers & price groups

Tell individual and company customers apart on one platform. Attach tax ID, company name, and invoice address. Dedicated price policies by customer group, such as a dealer group. Receivables by customer are tracked in the Accounting module.

Loyalty & Prepaid Wallet

Points are earned automatically by order value and redeemed for a discount at POS and on the website under your redemption rules. Prepaid wallet: customers top up a balance, then pay for orders with it at POS and on the website. Point earning, redemption, and balance history stay transparent.

Feature deep dive

Everything from 360° profiles to loyalty — grouped around retention strategy.

360° customer profiles

360° customer profiles

One source of truth — whether they buy at the counter, buy online, or talk to you via chat.

  • Consolidate order history from POS and the website into one profile
  • At-a-glance lifetime spend, order count, points, and tier
  • Custom attributes: define industry-specific fields yourself
  • Multiple saved addresses for faster web and app checkout
Segments & customer tags

Segments & customer tags

Stop blasting everyone — tag and group customers to reach the right people.

  • Free-form customer tags that you define by attribute
  • Customer groups with their own price lists and policies
  • Customer Retention report: new, returning, and repeat customers in the period
  • Repeat purchase rate and average gap between purchases
  • Average LTV; click any figure to see the matching customer list
Company customers & wholesale

Company customers & wholesale

Wholesale support — dedicated customer groups with their own price lists.

  • Tell individual and company customers apart, with dedicated groups for dealers
  • Tax ID, company name, and invoice address on company customers
  • Price policies by customer group: tier-1 dealers see wholesale; retail sees list price
  • Track receivables by customer (Accounting module)
Loyalty customers

Loyalty customers

Turn every sale into retention — points, tiers, and redemptions.

  • Automatic point earning by order value; view point earning and redemption history
  • Redemption rules: set the rate for converting points into money at checkout
  • Customer grouping and point earning by rule
  • Redeem for discounts at POS and on the website
  • Prepaid wallet: customers top up online, the balance is credited once the payment gateway confirms, and customers pay with it at POS and on the website

Customer lifecycle

From first touch to loyal buyer — every step tracked and optimized.

01

Capture identity

Customers attach to a profile when they buy at POS or on the website, or when a chat conversation is linked to them.

02

Build the 360° profile

Merge purchase history, loyalty points, and extended attributes into one record.

03

Segment

Tag freely and group customers; groups upgrade automatically by total purchase value.

04

Run loyalty

Automatic points, VIP tiers, and tier-based offers.

05

Activate data

View the Customer Retention report, measure LTV, and filter customer lists to re-engage.

Built for every customer strategy

From retail loyalty and B2B price groups to service CRM — all on one platform.

01

Fashion & beauty retail chains

A customer buys at POS and on the web — CRM unifies it into one profile. Loyalty earns points automatically and assigns VIP tiers at spending thresholds. Points can be redeemed at the counter or online. The Customer Retention report shows who buys repeatedly and who hasn't returned, so you can follow up.

Fashion & beauty retail chains
Automated loyalty360° profile across POS & webRetention & LTVCustomer tags
02

B2B distribution

Each dealer group gets its own price policy. CRM runs retail customers (list price) and wholesale customers (dealer pricing) together on one platform.

B2B distribution
Price policy by dealer groupReceivablesTax ID & B2B invoicingDedicated dealer groups
03

Spa, clinic & O2O services

Product + service bundles: purchase history at POS shows right on the customer profile, while entitlements and service sessions are tracked in the Booking module. VIP customer groups can have their own pricing policy.

Spa, clinic & O2O services
Customer profile + bookingVIP customer groupCustom attributes (skin type, allergies)Purchase history on the profile
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Why Oviro CRM?

Oviro CRM is not just a contact database — it connects with POS, your online store, and chat. Purchases at POS and on the website, plus chat conversations, all attach to the same profile, so you understand customers better without bolting on another CRM.

Turn customer data into a competitive advantage

Unify customers from POS, website, and chat into one 360° profile. Segment by tags and groups, run Loyalty and a prepaid wallet, and get Customer Retention & LTV reports — all without external CRM software.

Customer rewards redemption screen

Explore other modules