Customer Plus Plus Cloud CRM

Published On: 09/24/2018
Updated On: 03/11/2025

Available in Canada and the United States

Customer Plus Plus | Cloud CRM

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

Install on CloverView Pricing


Free 30 Day Trial Available!

Why Use Customer Plus Plus | Cloud CRM?

Because your customer profiles require fields your Smart POS doesn’t support.

Cloud CRM lets you easily collect and store custom customer data.

On Clover devices, Cloud CRM has the ability to

-Remove system fields from the customer entry form
-Toggle validation rules (required vs. optional)
-Add custom fields to any customer form
-Customize customer types and labels

Because you need to connect customer data with other systems used in your business vertical.

Export customer data to Excel, CSV, PDF, or copy it directly to your clipboard.

 

Because you want to require customer assignment to transactions.

Cloud CRM includes workflows such as requiring customer assignment before a transaction can be completed. 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. Supports Altria loyalty programs, including PM, USSTC, and Helix.

 

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

Cloud CRM offers automatic age verification. During checkout, merchants can scan a driver’s license, enter the age manually, or match a customer by phone number if age is already verified.

 

Merchant Benefits
  • Seamless Age Verification and Loyalty in One Flow
    Verify customer age and assign them to loyalty programs during checkout - all in a single step.
  • In-Store Loyalty Program with Digital Punch Card
    Reward loyal customers with a digital punch card - no more lost cards or manual tracking.
  • 100% Digital Loyalty App Option for Consumers
    Enable customers to view rewards, history, and upcoming offers through a web-based loyalty app.
  • Automated Customer Assignment at Checkout
    Require and enforce customer selection for age-restricted sales, loyalty, and compliance tracking.
  • Unlimited Customer Data and Order History Exports
    Download your full customer database and transaction records with no export limits or restrictions.
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

Add Customer Avatar

Age Verification Technology

Scan Driver License

Works on Smart POS Devices

Clover POS

View Supported Clover Devices

Web Interface

Included

Pax POS

Debut June 11, 2025

Interacts with other software
Customer Plus Plus integrates with CorePOS to support age verification, loyalty programs, and customer assignment during checkout. It enables manufacturer-funded loyalty (Altria and Reynolds) and in-store digital punch card rewards, all triggered directly within CorePOS transactions.
When a merchant issues a reward through Customer Plus Plus, it automatically appears in the customer’s Guardoe app. The app displays the issuing store, tracks reward progress, and shows all available and redeemed offers—creating a fully digital loyalty experience for consumers.
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.
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.
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 & FAQS
Watch Video Help
WRITTEN EXPLAINERS & FAQS
Read KB Articles
AGENT/ISO TRAINING
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Ask Publicly, Answered Promptly
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    Have a question? Tag us in your post on LinkedIn — we’ll respond.

  • #customerplusplus

    Use this hashtag on linkedin and we’ll respond.

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