Clienteling, CRM and Loyalty

Boost customer satisfaction and loyalty

Happy customer thanks to clienteling capabilities

Offer improved customer service

Openbravo’s integrated CRM, retail clienteling and loyalty capabilities enable retailers to offer enhanced and more personalized customer service. Easily access to detailed customer data and leverage features like tiered loyalty programs, a powerful promotions engine and mobility that will increase your customer satisfaction and loyalty.

Single customer view

Asegure una visión detallada y desde un único punto de la actividad de compra de sus clientes.
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Augmented loyalty

Reward your clients with discounts and tiered loyalty programs that keep them coming back.
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Greater promotional efficiency

Increase your customer satisfaction and promotional efficiency with flexible discounts.
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In-store mobile clienteling

Offer greater personalization in the store with clienteling functions accessible from your mobile POS.
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Customer card for clienteling

Single customer view in real-time

Access detailed information about your customers, which will allow you to improve the efficiency of your marketing campaigns and enable your employees to provide a more personalized service.
  • Customer segmentation into different categories.
  • Preferences and personal data, such as addresses, email, phone numbers, and delivery options.
  • Detailed purchase history information across all channels, accessible from any retail touchpoint.

Flexible point-based retail loyalty programs

Allow customers subscribe to tiered loyalty programs that offer them incentives with every purchase in order to motivate higher spending.
  • Tiered loyalty programs, with specific benefits for each tier and rules for moving between them.
  • Possibility to subscribe to different loyalty programs.
  • Rules for earning and redeeming points, including expiration control.
  • Option to convert points into benefits such as coupons or gift certificates, which can be used for future in-store purchases.
Plan de fidelización para un clienteling mejorado
Configuración de descuentos en software retail para moda

Flexible engine for promotions and discounts

Increase customer satisfaction with a discount and promotion engine ready to support a wide range of discount types, including quantity-based or percentage-based discounts, scaled discounts, payment method-based discounts, coupons, bundles (kits), and more.
  • Automatic discounts with application rules based on the combination of multiple criteria.
  • Manual application with approval management.
  • Priorities and incompatibilities in the application of multiple discounts.
  • Promotion engine accessible from external systems via API.

Mobility for more personalized shopping experiences

The retail clienteling functions offered by Openbravo, accessible from a mobile POS, allow associates to provide more personalized assistance anywhere in the store.
  • Access to customer personal data and purchase history.
  • Visibility of in-store stock and stock in other stores.
  • Recommendation of complementary products, services, or applicable promotions.
In-store mobile clienteling
Demo video
Software TPV móvil en iphone

Cloud-based SaaS solutions for unified commerce

Our retail software allows improving the shopping experience, in the store and across channels. Built on a fully modular and cloud-based retail SaaS platform, it offers greater agility to adapt and innovate. All this supported by capabilities to operate globally, which allow managing specific needs of countries and territories.

Order management system (OMS)

Optimize eCommerce fulfillment with OMS rules for choosing the best stores for order preparation. Ensure all orders are managed in a timely manner with tools for a detailed control of the preparation process.
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Retail POS system

Offer your customers an enhanced in-store shopping experience with a very easy-to-use POS software. A solution that supports various types of touchpoints, such as fixed terminals, mobile devices, self-checkout, and kiosks.
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Store inventory management

Allow your stores to maintain accurate and real-time stock information. Control all your store inventory operations such as receipts, pickings, transfers, shipments, and counts from mobile devices.
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Store fulfillment

Enable your physical stores as order preparation centers. Efficiently manage orders from the same store, other stores, or the eCommerce channel. In scenarios such as Click and Collect, Ship from Store, e-Reservations and others.
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Retail merchandising

Achieve faster introductions and analyze in detail the success of your merchandising strategies. Centrally manage products, prices, and promotions. Access detailed data on goods movements and the performance of your channels.
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Clienteling, CRM and loyalty

Get to know your customers better and increase their satisfaction and loyalty. Achieve a single view of their purchase history across all channels, their loyalty programs, and promotions. And deliver them more personalized experiences.
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Warehouse management system (WMS)

Increase the efficiency of your warehouses, with centralized and real-time management of their operations. Inbound and outbound, inventories, replenisments, and transfers, with assisted execution of inventory tasks from mobile devices.
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Retail analytics

Improve visibility and decision-making with access to detailed reports and dashboards. Leverage detailed data about customers, sales, and stock, accessible by your employees from the central back office or any in-store POS terminal.
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Learn more in our blog

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How can technology help retailers build customer loyalty?
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Loyalty programs in retail today: go beyond economic rewards
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What is clienteling and how does it support a unified commerce strategy in retail?
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Ready to put your customers at the center ?