Tailored CRM retail software that fits your flow
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Retail CRM development options
Custom retail CRM development starts at $15,000. The final cost depends on your chosen launch format and the number of modules included in the initial release.
A quick online start for your retail chain
Benefits:
- Fast launch
- Easy-to-use interface for your team
- Tools to drive repeat sales and map customer journeys
- Scalable to grow with your retail network
A complete digital retail ecosystem
Benefits:
- Synchronization with POS, cash registers, CMS, e-commerce, and ERP
- Comprehensive analytics for sales, customers, products, and transactions
- Flexible logic for promotions, bonuses, and personalized pricing.
AI in action: A CRM that truly understands your customer
Key CRM modules
360° Customer Profile
CRM supports automation in retail stores by creating a detailed customer profile for every interaction: purchases, responses to promotions, feedback, order frequency, transaction size, brand preferences, and inquiry history. Every detail feeds into a dynamic engagement model, even the salesperson’s name or a reused offer becomes part of the customer context. This structured data forms the basis for behavioral analysis. The system helps predict future purchases, adjust the timing of communications, run campaigns, and segment customers based on actual buying behavior rather than basic demographics. Information flows from all key channels: e-commerce, POS, mobile apps, call centers, and mailing systems. This creates a clear and constantly evolving picture of each customer’s journey, with relevant context updated daily.
Order Processing
The CRM manages an order's life cycle in automated retail shops, from the first click to the final delivery. It supports all order types: in-store purchases, online sales, in-store collection, courier delivery, returns, and exchanges. Orders are organized by status, priority, and sales channel. Each stage is tracked with clear timelines and SLA notifications to keep processes on schedule.
The system includes a task distribution feature that assigns orders to specific employees or teams based on workload and workflow changes. Every update is logged, giving you full traceability at every step.
The module also supports specialized functions such as processing product bundles, tracking serial numbers, managing gift wrapping, enabling COD, and sending delivery updates from a single interface.
Pricing & Discounts
This module gives you complete control over your pricing strategy, with real-time tools to manage prices for products, channels, and customer segments. Rules can be defined for specific categories, user groups, or sales formats. For example, the system can apply automatic discounts to low-turnover stock, assign VIP prices to selected customers, or activate flash offers for specific target groups. The CRM software calculates final order costs, including discounts, loyalty bonuses, and promo codes, giving you a complete overview of margins and performance. This is essential for retailers with extensive catalogs and diverse customer segments. It reduces manual errors, ensures consistent pricing, and helps bring new offers to market faster than the competition. It reduces manual errors, ensures consistent pricing, and helps bring new offers to market faster than the competition — all key outcomes of effective retail automation.
Incident Management
The system tracks every unusual situation, delay, complaint, return, or discrepancy and records all relevant data: time, photos, the responsible employee, and duration of response. Each case is logged as a separate ticket with full context: date, type of incident, media attached, staff assigned, action taken, and time to resolution. That means faster response times and a clean, searchable incident history.
The incident database enables detailed analysis. It helps identify common errors, track process deviations, and understand which changes affect stability. These insights power KPIs, streamline processes, cut losses, and prevent repeat issues. The CRM also supports response workflows based on predefined scenarios.
Document Management
All documents, like invoices, contracts, acceptance declarations, returns, and approval conditions, live in one place inside the CRM. Templates can be configured, tasks assigned, and reminders set. In automated retail shops, files can be accessed from mobile devices and workstations, ensuring flexibility and speed in document handling. Documents are auto-generated using templates that pull in prices, products, and customer details. Notifications mark deadlines, for example, when an invoice needs to be sent or a file needs to be signed. Every document action is logged, reducing the accounting burden, speeding up approvals, and keeping contract processes running smoothly. Mobile access allows managers to quickly review, download, or send any document as needed.
Analytics & Financial Dashboards
Key financial and operational metrics are presented in a clear visual format. The interface supports comparison by period, product category, sales channel, or team performance. Metrics such as profitability, profit margins, average transaction value, and conversion rates provide a solid basis for decision-making.
Dashboards in an automated retail system update in real time and let you filter by date, product, customer group, or location. In addition to core indicators such as repeat purchases and return rates, the system displays early warning signs, such as longer gaps between purchases or declining category performance during a particular season.
Integrations
The CRM can be connected to all core elements of your retail infrastructure: point-of-sale systems, online stores, marketplaces, loyalty programs, messaging platforms, accounting tools, and warehouse systems. This creates a consistent data environment without duplicates, loss, or status discrepancies. Integrations within a retail outlet automation system lighten your team’s workload, eliminate manual data entry, speed up orders, and reduce errors. Every action, from customer registration to the end-of-day report, is synchronized. Price updates, inventory changes, and the introduction of promotions are managed from one place without cross-departmental coordination. POS integration unlocks deeper insights and personalization by syncing transaction data with customer profiles.
Add-Ons & Extensions
The CRM supports additional modules tailored to your business model. These include tools for personalized pricing, loyalty point management, dynamic promotion tracking, employee motivation tracking, onboarding and training, support workflows, and behavioral campaigns.
Motivation trackers, for example, show performance in real time: targets, actual results, and bonuses. The training module was developed for environments with high staff turnover and helps new employees familiarize themselves without interrupting service. In an automated retail system, push campaigns are triggered by customer behavior, run in the background, and eliminate the need for a manual marketing campaign.
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Frequently Asked Questions
A CRM is essential when the retail business exceeds what manual tools can handle. This is usually the case if you open more than two stores, manage more than 1,000 items, or deal with constant staff turnover. Without a centralized system, customer data gets lost between employees, returns processes become chaotic, and it becomes nearly impossible to track performance across all channels reliably. Customized automated retail solutions give you complete control over your retail ecosystem and help you make quick and informed decisions.
Retail moves fast. A customer walks in, browses, asks a question, gets no answer, and walks out — and you won’t even know it happened until weeks later. A CRM captures these moments in real time. Every action is recorded: Purchases, returns, responses to promotions, use of loyalty programs, and feedback. The CRM stores this data and allows you to act on it — to set follow-ups, recommend products, send personalized offers, and track customer behavior over time.
It also brings clarity to the back end. Scattered notes, chats, and spreadsheets are replaced with structured data. You can see which employees are outperforming, which stores are losing visitors, which promotions are effective, and which are cutting into profit margins. This gives a practical answer to what is automated retailing in action, using data to drive real-time decisions without manual work.
Yes, and this is one of the most significant advantages of customized CRM development. You are not tied to rigid templates or predefined functions. The system is developed for your company and has an open structure that supports ongoing changes. You can add modules, update the logic, and evolve the platform as your business grows.
Scalability is built in from the start, so each new request can be smoothly integrated without disrupting existing workflows. That sets custom CRM apart from template systems, which often rely on third-party plugins that can cause conflicts or require workarounds.
No. There is no ongoing license fee for using the CRM. The system is built specifically for your business and belongs entirely to you. Payment is only required during development. After launch, your only recurring costs will be hosting, domain registration, security certificates, and optional technical support.
There are no hidden charges or user limits. Unlike off-the-shelf solutions, you are not bound by subscription tiers or per-user pricing.
For automated retail shops, integration with POS hardware, fiscal registrars, and payment gateways is a core part of the system. This includes receipts, payments, returns, accounting entries, and reporting flowing through a single platform. We set up full connectivity: the CRM works with in-store POS (including cloud-based terminals, contactless payments, and QR codes), processes real-time transactions, generates receipts, links them to customer profiles, and automatically includes them in reports.
On the e-commerce side, we integrate with payment platforms such as Stripe, Apple Pay, Google Pay, and PayPal, as well as installment plans and loyalty programs. These connections make the entire purchase journey transparent for accounting, service, and marketing. When the CRM sees a payment, it also considers the full customer context: what was purchased, the order status, return history, and how it fits into the broader customer relationship.
Not at all. That is precisely why retail CRM solutions were built: to reduce manual work, lighten staff load, and control processes. We start by analyzing your current model and configuring the CRM to fit your workflow. We then handle data migration, train your team, and provide full support through the launch.
The system is flexible by design. You can add locations, redefine roles, introduce loyalty programs, or integrate third-party services at any point. Unlike rigid template platforms, your custom CRM evolves with your business, without limitations or complex workarounds.
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