Customer file management
With the Clictill POS software, centralize all your customers’ information, whether private or professional, to personalize your sales, strengthen your commercial relationship and boost customer loyalty.
The benefits of customer files
Fast, flexible creation: add a new customer in a matter of seconds from the cash desk, back office or Excel import. Centralize your data without complex data entry. The result: a customer file that’s always up to date and ready to use.
A single customer file: all information (contact details, history, discounts, prices) is grouped together in a single shared database. You gain in reliability and avoid duplication between your different sales outlets.
Complete customer tracking: visualize each customer’s purchases, credits, loyalty points and preferences at a glance. You can personalize your sales and communications with clear, actionable customer knowledge.
How does it work?
With Clictill, customer file management is simple, intuitive and fully integrated with your cash register.
- I create a customer file on the fly: you can create a customer card on the fly: at the checkout, during a sale, or from the back office in a matter of seconds.
- The system automatically enriches the personal information, prices, loyalty, purchase history… everything is synchronized.
- I have a 360° view of each customer: purchases, discounts, credit notes, points, preferences – everything is centralized to get to know them better and serve them better.
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All your questions about customer files
How do I create a customer file in Clictill?
You can create a card in a matter of seconds, directly from the cash register during a sale, from the back-office or by importing an Excel or CSV file. Webservice integrations also enable automatic synchronization with your ERP or e-commerce system.
What information can I save for my customers?
For a individual surname, first name, address, telephone number, e-mail address.
For a professional Company name, SIRET number, intra-Community VAT, pricing conditions, etc.
You can also attach a tariff code to each customer.
Can I link a customer file to a loyalty program?
Yes, each card has a “Loyalty“ which displays the active program, the points balance, rewards and benefits used.
Is it possible to track a customer's sales history in Clictill?
Absolutely! The “History” tab of your POS software provides a summary of all sales, items purchased, credit notes issued and returns made. This enables you to analyze your customers’ purchasing habits and adapt your offers accordingly.
How do you manage B2B customers?
The payment solution Clictill solution automatically differentiates between private and professional customers. For professionals, you can display prices excl.manage customer accounts and apply specific specific price schedules.
Can I import my existing customer file?
Yes ! Clictill accepts Excel or CSV. Duplicates are automatically detected and merged to avoid errors.
Are customer data secure?
Yes, all data is stored on secure French servers RGPD-compliant servers. You control access at all times via user profile management.
Can I synchronize my customer file with my e-commerce site?
Yes, thanks to Clictilll connections, your customer data is automatically synchronized between the cash register, your CRM or your e-commerce site.
How can customer data be used for marketing?
Thanks to the 360° view, you can segment your customers according to purchase frequency, average basket or loyalty, and thus launch targeted campaigns (promotions, coupons, reminders…).
