The CRM is one of Wemu’s strongest tools. It allows you to keep track of your best customers and learn about their behavior. Of course, before you can do this, you’ll first need to add your customers onto the Wemu platform, and there are two ways of doing that: (1) When you make a sale through the POS and (2) adding a customer at the Customers page.
Adding a Customer through the POS
Once you’ve entered all the items for a transaction, you can also note down some customer information (and we recommend you do!) for the sale by tapping on the plus sign at the top right.
This page shows you all the customers you’ve already listed down, but if you’re adding in a new customer click on Add at the top right of the screen
The next page allows you to write down the customer’s name, email address, and phone number among other things.
Once done, tap on Add
Doing this automatically adds this person into your customer list, and the next time this person makes a purchase, you can just tap on his or her name here!
Adding a customer through the Customers page
You can access the Customers page by clicking on the people icon on the left. Here, you’ll see a list of all your customers. You can also edit their information here when needed
Here, you can manually add new customers, but customers are also automatically added here when you add a customer through the POS. Customers also get automatically added here when a sale is made through the Wemu Marketplace
To add a customer, click on the Add Customer button at the top right and then fill in the fields to your liking.
Once done, click on Add at the bottom of the screen and that's it! Remember, you can always view all of your customers at the Customers page to access their information and make edits when needed.
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