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Available in Canada and the United States

Customer Plus Plus | cloud CRM

Modern, easy to use, customer management system, customizable, integratable, automatable.


Free Trial Avaialbe!

Why Use cloud Customer Plus Plus | cloud crm?

Becasue your customer definitions require fields that your Smart POS does not have.

cloud crm lets you more or less, collect and store customer information.

On Clover devices, cloud CRM has the ability to

- remove system fields as part of customer entry form.
- change validation rules from required to optional and vice versa.
- add additional fields to any customer form.
- manipulate customer type fields.

Becasue you need to connect the customer data to your other customer system in your business vertical.

The web tool gives Export Data to Excel, CSV, PDF, Copy to Clipboard.

 

Becasue you want to require customer assignment to transactions.

cloud CRM has workflow capabilities and the first one is to enable merchants to require customer assignment during transaction. If managers so desire, the cashier would not be able to proceed with transaction until the customer is selected or created.

 

Because you participate in Tobacco Scan Data Loyalty Program.

cloud CRM is an app utilized by merchants to provide valid Loyalty Program for Tobacco Scan Data. We offer loyalty program for Altria with PM, USSTC, Helix.

 

Because you need to age verify your customers for items that are age restricted.

cloud CMR app offers atomatic age verification technology that would require and document the age verification during checkout. merchants can use barcode scanner to scan the driver license, they can manually enter age or find existing customer with saved age verification by phone number.

 

Features and Functions

Add customer field type: Text

Add customer field type: Numeric Field

Add customer field type: Date Field

Add customer field type: Yes/No Field

Add customer field type: Drop Down List

Add customer field type: Image

Add customer field type: Radio Selection

Unlimited Field addition

Workflow automation: Assign Customer during checkout

Tobacco Scan Data Loyalty Program

Customer Data Import via Web Interface

Export to CSV, Excel, PDF via Web

Take Pictures

Use Customer Avatar

Age Verification Technology

Scan Driver License

Works on Smart POS Devices
Interacts with other software
cloud CRM is completely integrated with customer app by clover. Every customer that exists or is created in customer app will also show up in cloud CRM and vice versa. Customers created in cloud CRM will show up in the customer app. While customer app has a set amount of fields merchants can have for customers, the same customer will have expanded amount of fields or completely customized customer view inside cloud CRM all the while the same customer will sync to native Clover customer.
Once setup in settings available in cloud CRM app merchants can automate customer assignment during transaction. In practice it would look like this: when the customer approaches the cashier and cashier opens register app cloud CRM will open up a dialog asking the cashier to select the customer from the list or create one in order to proceed with the transaction.
When the customer is selected during the checkout process in the register app, the order is associated with the customer as well. So, open orders are marked for certain customers.
Transactions app shows completed transactions, refunds, voids, etc. If customer is assigned during the checkout process then transactions also has customer information.
Merchants who subscribe to tobacco scan data service with CSI Works have free access to cloud CRM. The app is used by such merchants for valid Tobacco Scan Data Loyalty Program for Altria and Reynolds.
Interacts with other hardware
Using the built in Clover Camera on any Clover device, merchants can take pictures which can be either customer avatars or additional picture field.
Known Limitations
Knowledgebase
Video Demos & FAQ

Customer Assignment with Driver License On Clover POS? Yes. Released on Customer plus plus cloud crm

How to add customer type or category in Clover Pos system. | customer plus plus cloud crm

Customer plus plus | Cloud CRM - A must have customer extention app for Clover POS merchants.

Tobacco Scan Data Loyalty Program on Clover POS using customer plus plus | cloud crm

How to export customer and order data from Clover devices via customer plus plus | cloud crm app

How to add or remove fields for customers in Clover Pos | customer plus plus cloud crm

Written & Audio Explainers & FAQ
Developer Written FAQS

This app gives merchants the ability to completely customize customer objects in Clover system. Merchants can choose what fields they need to have on customer object.

Once you install the app on your clover account, you can open the app on  the device or on the web and start using it.

Example Business Scenario 1:

An insruance company wants to use Clover to process payments from their customers and needs insurance dates fields: effective date, cancel date, active date, etc. For this, merchants can install cloud CRM and add these fields to customer forms.

 

Example Business Scenario 2:

Auto wash merchants need a picture field in order to take pictures of cars using their Clover Flex device and then attach these pictures to associated customers. Using cloud CRM, merchants can create a car picture field in customers and start storing car pictures in customer.

Crowdsourced FAQS
  • @csiworks

    Post your questions. See questions by others.

  • #cloudcrm

    Use this hashtag on social media and we'll respond.

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