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BBTCRM & Customers

Every customer, every visit, every deposit—in one record.

Customer profiles connected to purchases, orders, rentals, bookings, deposits, and notes, with the fields and follow-ups your team actually uses.

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What's included

CRM & Customers capabilities

  • Customer profiles
  • Phone and email
  • Purchase history
  • Order history
  • Rental and booking history
  • Deposits and refunds
  • Customer notes
  • Custom attributes
  • Customer groups/segments
  • Follow-up reminders and workflows
  • Communication integrations
  • Store credit or loyalty capabilities when configured
  • Custom CRM screens and reports

Shown with a fictional demo company and sample data.

Make it yours. Custom customer fields, history, workflows, follow-ups, and reports.

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Industries

Where CRM matters most

RetailPOS, inventory, customers, barcode, payments, and reporting in one system.Rental businessesBooking, deposits, returns, availability, customers, and payments.Service businessesCustomers, bookings, deposits, invoices, payments, notes, and reminders.
Connected modules

Works with the rest of your system

All solutions

See it running before you talk to anyone.

Open the live demo and click through a working BBT system with sample data—or book a demo and we'll walk through how it would be configured for your business.

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