GROSA / CUSTOMERS & LOYALTY
Customers.
Connected
relationships.
Bring customer management into your everyday business. Keep profiles, purchase history and loyalty records connected, so your team can understand the person behind the next sale.
Illustrative customer relationship concept.
FROM THE FIRST SALE TO THE NEXT VISIT
A familiar face.
A clearer customer record.
Search by name, email or phone. Review the customer’s sales history and membership details before deciding on the next step.
Profiles. History. Loyalty.
Customer context for the people serving your business.
A CONNECTED CUSTOMER VIEW
Better relationships start
with a better picture.
A name and a phone number are only the beginning. Bring sales history, visit patterns and loyalty membership into the same conversation. Your team can review what a customer buys, when they last visited and the records that help make the next interaction more useful.
Illustrative retail customer service scene.
One profile.
A wider perspective.
Review purchase totals, average basket, visit history and frequently bought products alongside membership and segment information.
Concept artwork for membership and rewards.
CUSTOMER PROFILES
Find the person behind the next sale.
Keep the customer details your team needs together. Search by name, email or phone, then maintain a record that suits an individual or a business customer.
- Contact names, email and phone
- Active status and preferred language
- Individual and business customer types
- Company and tax details for B2B records
- Customer consent preferences
PURCHASE HISTORY
Understand the relationship through recorded activity.
Review previous purchases and visit patterns in the customer profile. The wider customer view brings sales totals, average basket and frequently bought products into context.
- Recorded purchase history
- Total spend and average basket
- Visit count and last visit
- Frequently purchased products
- Recency, frequency and value-based segments
LOYALTY & REWARDS
Build a programme around clear rules.
Manage member participation and review available points. Configure earning and expiry rules, membership tiers and the rewards or vouchers relevant to your programme.
- Member enrolment and card identification
- Available balance and points transactions
- Earning, expiry and redemption rules
- Membership tiers and reward options
- Voucher status and redemption records
CONSENT & PREFERENCES
Keep participation and contact choices visible.
Review consent details in the customer record and loyalty participation history. Plan communications around the customer’s preferences and the policies your business follows.
- Customer consent preferences
- Loyalty participation consent
- Membership withdrawal records
- Language and contact preferences
- Communication setup reviewed in your demo
Illustrative retail business scene.
UNDERSTAND THE PATTERNS
See the signals
behind the visits.
Recency
Review how long it has been since a recorded purchase.
Frequency
Look at how often the customer has purchased from your business.
Purchase value
Understand recorded spend alongside visit patterns.
Recency, frequency and monetary value provide a practical basis for customer segments. Use recorded activity to guide your review and follow-up; segment labels are signals rather than a promise of future purchases.
THE EVERYDAY WORKFLOW
From a customer record
to a considered next step.
Start with accurate details. Review the sales history, then look at membership, rewards and consent before planning the next interaction.
01 · Find the customer
Search by name, email or phone and open the right customer record. Keep contact and business details up to date.
Explore customer profiles02 · Review the history
Look at recorded purchases, visit patterns and product context before deciding what to discuss next.
Explore purchase history03 · Check membership
Review member status, available points, tiers and rewards within your configured loyalty programme.
Explore loyalty tools04 · Respect the preferences
Review customer consent records and programme participation. Keep follow-up aligned with your business policies.
Explore consent recordsDESIGNED FOR CUSTOMER RELATIONSHIPS
Useful context.
Across the customer journey.
Details your team can work with.
Maintain contact information, preferred language and customer type. Business customers can also carry company and tax details for a more useful record.
LOYALTY WITH A CLEAR RECORD
Review available points and transaction history. Programme rules define earning, expiry and redemption limits.
Illustrative repeat-customer service scene.
Consent belongs in the conversation.
Customer records include consent preferences, while loyalty membership has its own participation record. Review these alongside your processes before planning customer communications.
Connected to the wider business.
Sales history provides context for customer management. Review the connection with your POS, products and online order workflow in a focused demo.
BUILT FOR DIFFERENT BUSINESSES
Customer relationships.
In your business context.
Find your sector
QUESTIONS BEFORE YOUR NEXT STEP
Know the customer tools.
Plan the right setup.
Discuss the customer records you need, how your team serves returning customers and the loyalty programme you want to run.
What does Grosa customer management include?
Customer profiles bring contact details and recorded sales activity together. You can search customers and review purchase history, visit patterns and profile context.
Can I manage a points-based loyalty programme?
Grosa includes tools for loyalty membership, points transactions, earning and expiry rules, tiers, rewards and vouchers. Programme configuration and module access are reviewed for your setup.
Can I review customer purchase history?
Yes. The customer view includes recorded purchases and summary information such as total spend, average basket, visit count and last visit. This depends on the sales recorded for that customer.
How are customer segments created?
Grosa uses recorded recency, frequency and monetary value to support customer segmentation. Segment labels help you review activity; they do not guarantee retention or future purchases.
Are customer consent preferences recorded?
Customer records include consent preferences, and loyalty membership has participation and withdrawal records. Your business remains responsible for choosing suitable policies and communications.
Does this include automatic email or SMS campaigns?
Communication services and integrations depend on your configuration. We will confirm the required channels, providers and commercial scope in your demo before making commitments.
EXPLORE THE CONNECTED PLATFORM
The work around
your customer relationships.
Sales & POS
The sale behind the customer record.
Explore product selection and everyday sales workflows alongside the customer information your team uses.
Explore Sales & POS
Online Store & Orders
The next order. The same relationship.
Review customer orders, preparation and shipment records within the wider Grosa platform.
Explore Online Store & OrdersLET’S EXPLORE YOUR CUSTOMER JOURNEY
Your customers.
Your way of serving them.
Tell us how your business uses customer records and what you want from loyalty. We can review profiles, purchase history, membership rules and a suitable plan together.
Submitting this form saves an enquiry for the Grosa team. We will use the information to review and respond to your request.
Bring your priorities.
- Customer search and profile details
- Sales history and visit patterns
- Member enrolment and programme rules
- Rewards, vouchers and consent preferences
Explore the wider platform.
A focused conversation.
A practical next step.
A demo starts with your customer journey and the records your team uses. Programme configuration, module access and external communication services are confirmed for your setup.
Prefer to start by email? Tell us your sector and the customer workflow you would like to explore.
TURN CUSTOMER CONTEXT INTO BETTER SERVICE