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LocalPOS
Features · Customer management

Customer management software for small business, built into every bill

LocalPOS is customer management software for small business, built right into your billing. Each time you bill someone, their details, purchase history and pending balance are saved. The next time they walk in, you already know what they bought, what they owe and what they usually ask for.

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  • A profile for every customer
  • Dues at a glance
  • Full purchase history
What you get

Customer management software for small business that stays simple

A good customer record is one you never have to type. In LocalPOS, billing builds it for you.

  • A profile for every customer

    Name, phone, address, GSTIN and notes, saved the first time you bill them.

  • Full purchase history

    Open any customer and see every bill, return and payment in order.

  • Dues at a glance

    See who owes you money and how long it has been pending.

  • Groups and tags

    Mark regulars, wholesale buyers or credit customers and find them in one tap.

  • Know who to follow up with

    Get a ready list of customers with pending dues or who have not bought in a while.

  • Sales and customers together

    Because customers live inside billing, there is no second system to update.

Groups

Sort customers into groups you can act on

Tag customers as they come, and see how many people sit in each group. Sample numbers shown.

  • Regulars
    128

    Bought in the last 30 days

  • Wholesale
    14

    Trade and bulk buyers

  • Credit
    22

    Buy now, pay later

  • Quiet lately
    31

    Not seen in 60 days

How it works

How customer records build themselves

You never have to stop billing to fill in a form. Details are saved as a side effect of selling.

  1. 1

    Add the customer while billing

    Type a name or phone number on the bill. The profile is created for you.

  2. 2

    Purchases and payments are saved

    Every bill and payment links to the customer automatically.

  3. 3

    Group your customers

    Use tags such as regular, wholesale or credit to find people quickly.

  4. 4

    Follow up

    Contact customers with pending dues, or those who have gone quiet.

Follow up

A ready list of who to call today

Customers with pending dues and regulars who have gone quiet are one tap away. Sample data.

Pending dues

  • MT
    Meena Traders
    Oldest bill 18 days ago
    ₹12,450
  • RK
    Ravi Kumar
    Oldest bill 6 days ago
    ₹2,190

Quiet for a while

  • PN
    Priya Nair
    Last bought 74 days ago · usually ₹845
    Follow up
  • IK
    Imran Khan
    Last bought 63 days ago · usually ₹1,320
    Follow up

Cloud customer management software that goes where you go

Customer records are stored online. Open them at the counter, from your phone or from home, and your whole team sees the same up-to-date picture.

  • Counter computer
  • Your phone
  • Your team
Answers

Questions about customer management software for small business

What is customer management software for small business?
It is a system that keeps customer details, purchases, payments and pending balances in one place. For a small business it replaces notebooks, phone contacts and memory with a record every team member can use.
What makes the best customer management software for small business?
The best one is the one your team will actually use. It should be quick to add a customer, show history and dues in one screen, and need no separate data entry. That is why LocalPOS builds customer records into billing.
Is LocalPOS cloud customer management software?
Yes. Your customer records are stored online, so you and your team can open them from any device with an internet connection.
Does this work as sales customer management software?
Yes. Every sale is linked to a customer, so you can see each person’s purchases, returns, payments and balance without switching between tools.
Do I need to enter every customer by hand?
No. A customer is created when you bill them for the first time. You can add details like address or GSTIN later.
Talk to our team

See LocalPOS working on your own products

Book a free demo and we will walk you through billing, stock and GST using your kind of business. Bring your questions.

  • Free demo
  • See it with your own items
  • No tech skills needed
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