NexusBOS

Customer Management (CRM)

Know Every Customer. Protect Counter Credit.

Practical customer management built directly into your checkout till and back-office ledger. Eliminate credit disputes, speed up lookups, and reward your most valuable repeat shoppers.

Counter Customer 360

Every Detail Visible at Checkout

When a regular customer arrives at the counter, your cashier simply types their phone number. Instant visibility of previous purchases, outstanding credit balances, and reward points enables personalized service while preventing bad debts.

Sub-second customer lookup by phone number
Real-time credit limit enforcement at checkout
Instant statement export in PDF or print
KP

Kasun Perera

Gold Member

+94 77 982 4310·Colombo 03

Wholesale Tier
Outstanding Credit
Rs. 32,500.00
Limit: Rs. 50,000
Total Spent (YTD)
Rs. 348,200.00
28 visits
Loyalty Points
1,420 pts
= Rs. 1,420 off
Recent Customer Activity
Invoice #INV-2026-0894
Main Branch · 4 items · Credit Sale
Rs. 18,400.00
Pending Pay
Payment Received #REC-4102
Bank Transfer · Commercial Bank
-Rs. 25,000.00
Settled

Practical Customer Capabilities

Focused on the tools real retail and wholesale shops require daily.

Unified Customer Profile

A single record whether the customer buys in-store at the counter or orders online. Search in seconds by mobile number, name, or customer code.

Credit Limits & Ledger

Assign approved credit limits. Counter cashiers see current balances at checkout with automatic warnings when a customer exceeds their credit threshold.

Complete Purchase History

View every previous receipt, returned item, warranty claim, and quotation tied to the customer’s phone number across all shop branches.

Customer Statements & Invoices

Generate professional periodic balance statements and itemized account ledgers for corporate and wholesale buyers in one click.

Loyalty Points Program

Automatically reward repeat shoppers with points earned per rupee spent. Redeem loyalty points directly as counter payment discounts.

Customer Tier Pricing

Group customers into wholesale, contractor, VIP, or standard tiers with custom price list rules applied automatically at checkout.

Run your whole business on NexusBOS

Full-featured 7-day free trial. No credit card. Cancel anytime.