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.
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
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