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Does Caddayn Biller support Customer Relationship Management (CRM)?

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Posts: 35
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Topic starter
(@arjun)
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Joined: 4 months ago

Yes. Caddayn Biller offers essential CRM features that help you manage customer information, track interactions, and improve long-term customer engagement.

How to Create Customer Profiles

  1. Go to the Customers Section
    Open the Customers module from the main menu.

  2. Click “Add New Customer”
    Click Add New Customer, this opens the customer creation form.

  3. Enter Customer Details
    Add contact information, preferences, and any relevant notes.

  4. Save the Profile
    After filling in the details, click Submit. The customer will now be added to your database.


Best Practices for Customer Data Management

  • Update details regularly to keep customer information accurate.

  • Track purchase patterns to understand buying behavior.

  • Maintain communication history for better follow-ups and service.

  • Use customer insights to plan targeted promotions and marketing campaigns.


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Posts: 23
Admin
(@caddayn_admin)
Member
Joined: 4 months ago

Does the Caddayn Biller Supports Reward system for customers?


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Admin
(@arjun)
Joined: 4 months ago

Member
Posts: 35

Yes, absolutely. Caddayn Biller supports a customer reward and discount system that helps you offer incentives and improve customer satisfaction at the point of sale.

How the Customer Reward/Discount System Works

  1. Open the POS Section
    Navigate to Main Menu → Sales Module → Point of Sale (POS).

  2. Add Items to the Bill
    Add all required items to the checkout screen.

  3. Apply Customer Rewards or Discounts

    • At the bottom center of the POS window, you will find the Discount option.

    • Choose to apply the discount as either:

      • A fixed amount, or

      • A percentage (%) of the total purchase value.

  4. Complete the Checkout
    The discount will be applied instantly to the total bill.

This feature enables you to reward loyal customers directly during checkout in a simple and flexible way.


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