Customer relationships

A full CRM built right inside your billing software

Turn everyday billing into lasting customer relationships — segment customers automatically, run WhatsApp campaigns and track loyalty value without leaving your POS.

Key capabilities

Core tools and outcomes that support the workflow in daily operations.

Automatic customer segments

VIP, loyal regulars, new customers, at-risk win-backs and credit-watch groups computed from live visit and sales data.

Built-in marketing campaigns

Launch promo broadcasts, win-back messages, birthday wishes and review requests over WhatsApp — no per-message cost.

Loyalty and value tracking

See lifetime value, visit frequency, points outstanding and credit due for your best customers at a glance.

Export and integrate

Export segments to CSV for email tools and connect SMS, email and Google review providers.

How it works

Simple stages that mirror daily operations and keep the team aligned.

1

Capture

Every sale enriches the customer record with visit, value and loyalty data automatically.

2

Segment

Customers are grouped into actionable segments the moment their behaviour changes.

3

Engage

Run targeted campaigns and follow-ups to bring customers back and grow repeat revenue.

For businesses that want repeat customers, not just receipts

Zero-setup customer segments
Free WhatsApp campaigns
Loyalty value visibility
Open integration with email and SMS

Questions teams usually ask

Is the CRM included with the POS?

Yes. The CRM tab lives inside the Customers workspace — no separate tool or subscription required.

Can I message customers in bulk?

Yes. Launch WhatsApp campaigns to customers with a phone on file and export segments as CSV for email or SMS tools.

See how Knatra POS fits your workflow

Start with the workflows your team uses every day, then scale into the broader Knatra POS platform.