PRODUCT 07 · RETAIL & MULTI-STORE

CRM for Retail

A customer buys at one store, gets a message meant for another, and nobody realises it was the same person. Genzerp keeps one customer record across every store you run, with the purchases, the follow-ups and the campaigns attached to it.

14Connected modules
OneRecord, every store
AIBuilt into reporting
CRM for RetailLive view
RUNNING
01 Customer captured
02 Purchases attached
03 Segments built
04 Campaign sent
05 Follow-up assigned
06 Response measured
Customer captured
SOUND FAMILIAR?

The four things that slow this business down.

The same customer exists five times

Each store captures customers its own way, so one person becomes several records and nobody ever sees the whole relationship.

Loyalty points are argued at the counter

Points earned at one store are questioned at another, because the real balance lives in a spreadsheet somewhere.

Campaigns go to everybody

With no purchase history attached to the customer, every message goes to the whole list, and the response rate shows it.

Follow-ups depend on who remembers

An enquiry that did not convert is followed up only if the person who took it happens to remember it.

THE WORKING FLOW

How a customer actually moves

This is the path a single customer takes through Genzerp, from the first purchase to the campaign that brings them back.

01 Customer captured

A customer is recorded once, at any store, with the duplicate check happening as the record is created rather than months later.

02 Purchases attached

Every purchase from every store attaches to that one record, so the history is complete instead of split per branch.

03 Segments built

Customers group themselves by what they bought, how much, how recently and which store they use.

04 Campaign sent

A campaign goes to a segment rather than the whole list, and exactly which customers it reached is recorded.

05 Follow-up assigned

Enquiries and lapsed customers become assigned follow-ups with an owner and a due date, not a note in a book.

06 Response measured

Purchases after a campaign attach back to it, so the next one is planned on what actually worked.

GENZAI

Ask it about your customers

GenzAI reads the data this product already creates. You ask in plain language; it answers with the numbers behind it.

GenzAIConnected to your production data
LIVE

Which customers have stopped buying?

It finds customers whose buying pattern has broken, ranks them by what they used to spend, and tells you which store they belong to.

Lapsed 60+ days214
High value38
Stores5

Which campaign actually worked?

It matches purchases after each campaign back to the customers it reached, so response is measured rather than assumed.

Campaigns6
Best response11.4%
Segment size1,120

Where are my repeat customers?

It compares stores on repeat rate and average purchase rather than daily sales, so the busy store and the profitable one are not confused.

Stores5
Best repeat rate42%
Gap to lowest19 pts
Ask your business anything…
WHAT YOU GET

What is inside the product

Everything below runs on the same connected core, so the counter, the campaign and the report all read from one customer record.

One customer record

A single profile per customer across every store, with duplicate detection at the moment the record is created.

Purchase history

Every transaction from every store attached to the customer, so staff see the whole relationship at the counter.

Loyalty & points

Points earned and redeemed across stores against one balance, visible to the counter and to the customer.

Segments

Group customers by purchase value, category, recency or store, and reuse those groups wherever you need them.

Campaigns

Send to a segment rather than the whole list, and record which customers each campaign actually reached.

Follow-ups & tasks

Turn enquiries and lapsed customers into assigned follow-ups with due dates and recorded outcomes.

Lapsed customer alerts

See who has not purchased within a period you define, per store, while there is still time to bring them back.

Store comparison

Compare stores on new customers, repeat rate and average purchase rather than only on daily sales.

Accounting

Invoices, payments, ledgers and GST-ready documents built on the same data as production — no second entry, no month-end reconciliation.

CRM & leads

Leads, sources, statuses, follow-ups and meetings, so an enquiry and the order it turns into live in one place.

HR management

Positions, resumes, onboarding, leave requests and exits, with roles and permissions set per user and per module.

AI reports

Ask for the numbers in plain language. Order predictions, P&L, consistency, performance and productivity reports come as standard.

WHY IT FITS

One customer, not one per store

Most retail CRMs are a customer list bolted onto a billing screen. The moment you open a second store that list splits, and the relationship you thought you had is spread across branches.

The record follows the customerOne profile, every purchase, wherever it happened. Staff at any counter see the same history as head office.
Loyalty settles at the counterA single point balance across stores turns redemption into a lookup rather than a negotiation with the customer.
Segments come from purchasesGroups are built from what people actually bought, so a campaign can be aimed instead of broadcast to everyone.
Follow-up is assigned workAn enquiry becomes a task with an owner and a due date, which is the whole difference between intending to follow up and doing it.
BEFORE YOU ASK

Questions we get every time.

We run several stores. Will a customer be one record or many?

One. The profile follows the customer across every store, with duplicate detection applied at the moment the record is created.

Can loyalty points be earned at one store and redeemed at another?

Yes. There is a single point balance per customer across every store, visible at any counter.

Does it work with our billing or POS system?

It can take purchase data from your billing system so history attaches to the customer, or run alongside Genzerp POS for Franchise.

Can we target campaigns instead of messaging everyone?

Yes. Segments are built from purchase behaviour, and the response to each campaign is tracked back to the customers it reached.

Can we see which staff member followed up?

Yes. Follow-ups are assigned with an owner, a due date and a recorded outcome.

Can we run it on our own server?

Yes. It runs on our cloud or on your own server, whichever your IT policy requires.

See it running on your numbers.

Bring one real product and one real batch. We will show you exactly how it would look in Genzerp — not a generic demo.