Customer Relationship Management (CRM)
Without customer data, every sale is a one-time transaction. AccuArk© CRM turns every interaction into a relationship — giving you complete customer profiles, full purchase history, loyalty tracking, credit management, and a sales pipeline right inside your business system. Know who your best customers are, what they buy, how much credit they carry, and when to follow up. Everything connects to your POS, invoicing, and marketing modules automatically.
Complete Customer Profiles & History
Maintain detailed customer records with contact information, shipping and billing addresses, invoice history, payment tracking, and credit management. Every interaction with a customer is recorded and accessible from one central screen.
Customer Profile Management
Full contact details, company info, tax ID, and free-form notes per customer
Shipping & Billing Address Book
Multiple saved addresses per customer, selectable when creating invoices
Invoice History & Tracking
View all invoices with status filters, totals, paid amounts, and outstanding balances
Payment & Credit Management
Track payments, credits, and outstanding balances with enforceable credit limits
Loyalty Program Integration
View loyalty tier, points balance, lifetime spend, and transaction history
Client Tags & Classification
Add custom tags like VIP, Referral, or Seasonal for segmentation
Contact Preference Tracking
Best contact time, preferred method, and next follow-up date per customer
Do Not Contact Flagging
Exclude customers from marketing emails and automated outreach
Customer Account Types & Credit Management
Classify customers by account type — Retail, Wholesale, Government, or any custom category — each with its own tax rate assignments. Set credit limits per customer, enforce them at the invoice level, and track accounts receivable with full payment and credit history.
Customer Account Types
Categorize customers as Retail, Wholesale, or custom types with tax rate assignments
Credit Limit Enforcement
Set per-customer credit limits and optionally block new invoices when exceeded
Payments & Credits Tracking
Split view of payments and credits with transaction dates, amounts, and methods
Assigned Sales Rep
Assign a sales representative or account manager to each customer
Lead Source Tracking
Track how each customer found your business — Referral, Website, Walk-in, and more
Customer Search & Lookup
Search by name, phone, email, address, or company across your entire database
Sales Pipeline & Deal Tracking
Manage your entire sales process from lead to close. Track deals through configurable pipeline stages with automated tasks and follow-ups at every transition. Link deals directly to customers and invoices for complete visibility.
Sales Pipeline Management
Visualize and manage deals across every stage of your sales process with configurable pipeline stages, probability percentages, and color-coded statuses.
Deal Tracking & Stage Transitions
Move deals through stages with full history. Auto-create follow-up tasks when deals change stages for consistent follow-up and accountability.
Support Ticket System
Create and manage support tickets with configurable categories, priority levels, internal notes, and resolution tracking linked to customer records.
Task Management & Follow-Ups
Assign and track tasks linked to customers, deals, or tickets. Set priorities and due dates with overdue highlighting on the CRM dashboard.
Activity Timeline & Logging
Log calls, emails, meetings, and notes with configurable activity types. Link activities to deals and tickets for complete interaction history.
CRM Dashboard & Reports
Pipeline overview, open tickets, upcoming tasks, customer activity, and marketing segment performance at a glance with location filtering.
Loyalty Programs & Customer Segments
Turn one-time buyers into repeat customers. AccuArk© tracks loyalty points, tier status, lifetime spending, and coupon usage per customer. Group customers into marketing segments for targeted promotions based on purchase behavior and account type.
Loyalty Points & Tiers
Track current points, lifetime points, tier status, and next-tier progress
Manual Point Adjustments
Add or subtract loyalty points with reason tracking for goodwill or corrections
Marketing Segments
Group customers by behavior, spend level, or custom criteria for targeted campaigns
Coupon Usage Tracking
See which coupons each customer has redeemed for campaign performance analysis
What Sets AccuArk© CRM Apart
These are the capabilities that make AccuArk© CRM more than a contact list — features that turn customer data into stronger relationships and higher revenue.
360-Degree Customer View
Everything about a customer on one screen — no switching between systems.
- Contact info, addresses, invoices, payments, and credits in one place
- Loyalty points, tier status, and lifetime spend at a glance
- CRM activities, deals, tickets, and tasks linked to the customer
- Serialized items sold to the customer with warranty tracking
Credit Limits & AR Tracking
Control credit exposure and track accounts receivable per customer.
- Set per-customer credit limits with optional enforcement
- Warnings when customers approach or exceed their limit
- Block new invoices when credit limit is exceeded
- Full payment and credit history with running balances
Loyalty Tiers & Rewards
Reward your best customers with a tiered loyalty program that drives repeat business.
- Points earned automatically on every qualifying purchase
- Tiered rewards — Bronze, Silver, Gold, Platinum — with bonus multipliers
- Redeem points as payment at the register
- Full transaction history showing earned, redeemed, and adjusted points
Account Types & Tier Pricing
Different customers deserve different pricing — AccuArk© makes it automatic.
- Create account types like Retail, Wholesale, Government, or Tax Exempt
- Assign tax rates per account type for automatic tax calculation
- Account type applied automatically to every invoice for the customer
- Create new account types on the fly from the customer editor
More Than a Contact List
Most retail systems store a name and phone number. AccuArk© goes further — full purchase history, loyalty tiers with bonus multipliers, enforceable credit limits, account-type pricing, sales pipeline, support tickets, and marketing segments — all connected to your POS and invoicing. Every time a customer walks in, your team has everything they need to deliver personalized service.
Why Customer Management Matters
Your customers are your business. Knowing who they are, what they buy, and how to keep them coming back is the difference between growing revenue and losing it.
Know Your Customers
Complete profiles with purchase history, payment behavior, loyalty status, and communication preferences give your team the context to serve every customer well.
Drive Repeat Business
Loyalty points, tiered rewards, targeted segments, and personalized follow-ups keep customers coming back and spending more with every visit.
Personalized Service
Account-type pricing, credit limits, assigned reps, and contact preferences mean every customer gets the experience they expect — automatically.
Explore More Modules
AccuArk© modules work together seamlessly to run your entire business.
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Every plan includes all features. No feature walls, no hidden fees. Cancel anytime.
Perfect for solo entrepreneurs and single-register shops
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Three machines for your growing single-location business
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Two locations with 3 machines each — your first multi-site step
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Best value for growing chains — 20 locations
- All Features Included
- Free Updates Forever