Add POS payments to customer CRM and check-ins
Add POS payments to customer CRM and check-ins
Your POS payments often don't create customer records or check-ins. Get contacts added and visits logged automatically so front-desk and marketing can follow up the same day.
Overview
When POS payments don't create customer records, reception and marketing miss timely outreach and lose revenue opportunities. This flow converts each payment into a CRM contact and logged visit so staff can act the same day and keep nurture lists current.