CRM software built into your POS for repeat customers & higher lifetime value
Swadesh POS CRM helps you capture customer details at checkout, track purchase history, segment buyers, send follow-ups, and reward loyalty — all synced with billing.
Built for Indian retail — phone-based lookup, GSTIN for B2B, birthday offers, WhatsApp receipts, and loyalty points integration.
Trusted by:
BuildMartFresh FoodsMediCareStyle HubTool ZoneCustomer CRM Dashboard
Customers tracked
2.8M
Across India
Repeat rate
42%
Avg uplift
Follow-ups sent
18,400
This month
Loyalty redemptions
6,200
Points used
Performance trend
- What is CRM in a POS system?
- Built-in customer management — profiles, history, segmentation, loyalty, and follow-ups at checkout.
- Does Swadesh POS have CRM?
- Yes — profiles, purchase history, RFM segmentation, loyalty, WhatsApp, and B2B ledger.
- How does customer capture work?
- Enter phone or GSTIN at billing → profile created → every sale updates history.
- Can I segment customers?
- Yes — RFM, custom tags, spend filters, and visit-gap segments.
- Is CRM linked to loyalty?
- Yes — points earn/redeem at checkout with full customer context.
- Can I manage B2B customers?
- Yes — GSTIN, credit limits, outstanding, and payment history.
Customer management challenges we solve
From lost customer data to missed follow-ups — grow repeat business with Swadesh POS CRM.
No record of who buys what
Customer Profiles
Auto customer profile with every bill linked to phone or GSTIN.
Can't identify top or at-risk customers
Smart Segmentation
RFM segmentation — recency, frequency, and monetary value ranking.
Missed follow-up on big spenders
Follow-Up Alerts
Automated reminders for birthdays, anniversaries, and overdue visits.
Loyalty program disconnected from POS
Loyalty Integration
Earn and redeem points directly at checkout — no separate system.
B2B customer ledger scattered
B2B Ledger
GSTIN-linked profiles with credit limits and outstanding balance.
No way to re-engage inactive buyers
Re-Engagement
Campaign lists by segment with WhatsApp and SMS outreach.
Everything for customer relationships
Profiles, purchase history, segmentation, loyalty, follow-ups, and engagement tools.
Customer Profiles
Name, phone, email, address, GSTIN, and tags in one record.
Purchase History
Full bill history with items, amounts, and returns.
Follow-Up Reminders
Birthday, anniversary, and visit-gap alerts.
WhatsApp Engagement
Send bills, offers, and follow-ups on WhatsApp.
B2B Customer Ledger
Credit limits, outstanding, and payment history.
Customer Notes
Staff notes on preferences, allergies, and special requests.
Referral Tracking
Track who referred whom and reward referrers.
CRM workflow — first visit to loyal customer
Capture customer, track purchases, segment, engage, reward, and retain.
- Step 1
Capture at checkout
Add phone or GSTIN during billing — profile created instantly.
- Step 2
Track purchases
Every bill linked to customer with item-level history.
- Step 3
Segment customers
Group by spend, frequency, category, or custom tags.
- Step 4
Engage & follow up
Send offers, birthday wishes, and re-engagement messages.
- Step 5
Reward loyalty
Earn and redeem points or discounts at checkout.
- Step 6
Analyze & retain
Dashboard for repeat rate, CLV, and churn risk.
Customer analytics dashboard
Top customers, repeat rate, segment performance, birthday alerts, and engagement metrics.
Swadesh POS — Overview
₹2,48,600
Revenue
124
Transactions
98%
Accuracy
Live metrics
Real-time KPIs at a glance.
Reports
Export-ready business reports.
Alerts
Smart notifications when action needed.
Customer data & purchase history
Customer data & purchase history
Profiles, phone lookup, purchase timeline, returns, notes, and import tools.
Quick phone lookup
Find customer by mobile in one tap at billing.
Purchase timeline
Chronological bill history with items and amounts.
Return tracking
Returns linked to original purchase and customer.
Customer tags
VIP, wholesale, corporate, and custom labels.
Staff notes
Preferences and special instructions per customer.
Bulk import
Migrate customer data from Excel or legacy POS.
Engagement & follow-up
Engagement & follow-up
Birthday alerts, visit-gap reminders, WhatsApp bills, offers, and feedback collection.
Birthday & anniversary
Auto alerts and offer triggers on special dates.
Visit-gap reminders
Re-engage customers who haven't visited in X days.
WhatsApp digital bills
Send GST invoice on WhatsApp after purchase.
Offer campaigns
Target segments with discount codes and promos.
Feedback & ratings
Post-purchase satisfaction capture.
Referral rewards
Track and reward customer referrals.
B2B customer management
GSTIN profiles, credit limits, outstanding balance, payment history, and B2B invoicing.
GSTIN-linked profiles
B2B customers with validated GSTIN.
Credit limits
Set and enforce credit caps per customer.
Outstanding tracking
Real-time receivables and aging.
Payment history
Full ledger of payments and adjustments.
B2B invoicing
Tax invoices with customer GSTIN auto-filled.
Industry CRM use cases
CRM workflows for retail, restaurant, pharmacy, salon, and wholesale.
Retail & fashion
Size preferences and style history.
Restaurant
Table preferences and dietary notes.
Pharmacy
Prescription history and refill reminders.
Salon & spa
Service history and appointment follow-ups.
Trusted by businesses across India
Retailers and restaurants building loyal customer bases with Swadesh POS CRM.
“We know our top 50 customers by name now. Repeat visits went up 35% in 3 months.”
Amit Shah
Owner, BuildMart, Ahmedabad
“Birthday WhatsApp offers bring customers back every week. CRM pays for itself.”
Priya Mehta
Owner, Fresh Foods, Mumbai
“B2B ledger with GSTIN saved our accounts team hours every month.”
Ramesh Patel
Owner, Style Hub, Rajkot
Simple pricing to get started
Start with a free demo. No credit card required.
CRM FAQ
See CRM in action
Book a free demo — customer profiles, purchase history, segmentation, and loyalty integration.