Every customer on file, from first visit to last invoice.
When client details live in notebooks, phone contacts, and someone's memory, follow-ups slip and unpaid balances age quietly. inyad's merchant CRM keeps contacts, quotes, invoices, credit, and the full purchase history in one profile per client, built from ordinary checkouts.
Scattered records lose sales. One profile wins them back.
Scattered contacts, quotes, and invoices are how money and regulars slip away. One customer record your team can act on brings both back.
Outstanding balances get collected, not forgotten
An invoice nobody is watching becomes a bad debt on its own. The money was already earned, and now it costs you to chase it.
Regulars feel known, and keep coming back
A regular treated as a stranger is a regular who tries somewhere else. Recognition is the cheapest loyalty you can offer.
Complete records, zero extra typing
Asking a client for details you already hold looks careless, and retyping them is how the wrong number ends up on an invoice.
Your customer records, set up in minutes
Profiles build themselves as you sell, hold the full quote and payment history, and follow the client to every branch.
Every client and company in one complete profile
Asking a client for their details twice looks careless, and retyping them invites mistakes. Whether a customer checks out at your counter, orders online, or receives a quote, their details land in one profile automatically, and the counter keeps serving when the internet drops.
- Auto-created at checkout or when you issue a quote or invoice, no double data entry
- Contacts, quotes, invoices, purchase and payment history, notes, loyalty points, credit balance
- Full edit access so you can add or correct details at any time
Every quote, invoice, and payment in one timeline
Chasing an unpaid invoice through receipts and spreadsheets wastes an afternoon, and disputes drag on when nobody has the record. Every sale, quote, and invoice links to the client's profile automatically, building a timeline you can scroll through in seconds instead of rebuilding it.
- Full history per client, sales, quotes, invoices, and payments with totals and dates
- Outstanding balances and payment status at a glance, so reminders go out on time
- Total lifetime spend and visit count shown at a glance on the profile
One shared customer base across every branch you run
Nothing deflates a loyal client like being treated as a stranger at your second shop. Clients who buy at one location are recognised at every other, so any branch gives the same personal service without asking for their details again. One set of records, shared across the business.
- Customer profiles visible and editable by staff at any branch
- Loyalty points and credit balances sync across locations in real time
- Purchase history shows which branch each order was placed at
One customer record, every detail you need
Profiles created at the POS carry purchase history, notes, loyalty points and credit balance across every branch.
Customer management software for every type of business
Shop regulars, appointment clients and company accounts on credit terms all sit in the same customer base.
Retail
Recognise regulars, remember their preferences, and reward repeat purchases with loyalty points on every profile.
Wellness, beauty & health
Keep each client's preferences, notes, and history at hand so every appointment or job feels tailored, not generic.
Service companies & agencies
Manage company accounts with credit balances, invoicing contacts, and full order history per client.
Independent professionals
Track quotes, invoices, and payment status per client, and follow up on outstanding balances before they age.
A simple CRM built into your POS and invoicing
inyad is one platform where sales, payments, staff, and reporting share one system, and your customer records double as a lightweight CRM.
Loyalty Program
Turn the customer records you already keep into a rewards program.
Learn moreCredit & Cheques
Track credit balances and cheques against each client's record.
Learn morePromotions
Apply an offer to specific clients or segments from your list.
Learn moreInvoicing
Send quotes and invoices to B2B clients directly from their record.
Learn moreBusinesses that know their customers better
The customer profiles have completely changed how we treat regulars. We greet them by name and know what they usually order, they notice the difference.
Managing credit for our wholesale clients used to be a nightmare. Now everything, invoices, balances, and history, sits on one profile I can open.
Common questions about inyad's customer management software
Does the platform integrate automated marketing tools to dispatch SMS or WhatsApp updates to clients?
How does the directory sync with our active POS registers, invoices, and online storefronts?
Can I upload our existing customer databases from Excel files without creating duplicate profiles?
How does the client file handle private administrative notes, specialized pricing tiers, and credit terms?
Put every client and company in one profile
Contacts, quotes, invoices, credit balances and payment history in one profile, with on-site setup and local support.
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