Customer CRM

Know every customer, build real loyalty

sukbay's built-in CRM lets you manage every customer relationship from a single screen. Track purchase history, manage outstanding debts, send messages, and view total spend — all linked directly to your sales data.

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All features
10K+Customers managed
How it works

Step by step

Exactly how this works inside sukbay

Create customer profiles

Add customers with name, phone number, email, and address. Customers can be attached to orders at point of sale.

Track purchase history

Every order linked to a customer is visible in their profile — product names, quantities, prices, and dates all logged automatically.

Manage credit & debt

When a customer buys on credit, the debt is tracked in their profile. Record partial payments and view the remaining balance.

Send messages

Contact customers directly from the CRM — send reminders for outstanding debts, promotional messages, or updates.

What's included

Full capabilities

Every tool inside this module — built for real retail operations

Customer Profiles

Full contact details, custom notes, and account status. Search any customer by name or phone instantly.

Linked Order History

View every purchase a customer has made — date, products, quantities, amounts paid, and payment methods.

Credit & Debt Tracking

Track who owes what. View outstanding balance, payment history, and total amount paid per customer.

Debt Payment Recording

Accept partial or full debt payments. The system records each payment with amount, date, and remaining balance.

Customer Messaging

Send custom messages to customers from within the CRM. View sent message history per customer.

Credit Customers View

Dedicated 'Credit Customers' section showing all customers with outstanding balances. Sort by debt amount, date created, or name.

Also included

Attach customers to sales at checkout for automatic history tracking
View customer debt summary with overdue indicators
Delete customers with confirmation to prevent accidental data loss
Filter and search customers across all branches
Customer orders exportable as part of financial reports

Explore all modules

Real-time Analytics
Smart POS & Orders
Inventory Management
Multi-Branch & Team Management
Financial Reports & Expenses

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