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Customer Module (CRM) Overview

The Customer module (CRM) allows businesses to manage customer records, track transactions, apply loyalty points, and view customer-related activity within the POS and Genius Portal systems.

 

Navigate to the Customer module

Once enabled, the module becomes accessible in the app tray menu and provides tools  for adding, editing, and reviewing customer information. Follow these steps to open the Customer Module:

 

  1. From the Portal (Back Office) home screen, open the AppTray (grid icon) at the top of the page, then select Customers from the list of available apps



Note: if you or a user do not see the Customer App in the App try see this article to ensure that the correct access has been assigned.

 

  1. The Customer module will open, starting with the dashboard view.

    • For first time users the dashboard will ask you to start building your directory by adding customer information. To learn more about adding a customer click here



    • For users with customer information already entered you will see an overview of customers, transactions, and average spend per customer.



 

Step by step Summary

  1. Log in to portal 

  2. Click the App Tray Icon at the top of the screen.

  3. Select Customer Module 



The Dashboard

The Dashboard page within the Customer module provides a comprehensive overview of customer-related performance metrics. This page is designed to give staff and management clear insights into how customers are interacting with the business across one or multiple store locations.

The dashboard will be the first page that the CRM automatically opens up to or you can also click Dashboard in the left side navigation. 

 

Understanding the Dashboard

The Dashboard consists of several data panels and visual elements that represent customer engagement and sales performance. There are three Key metrics displayed



  • Customers
    Displays the total number of customers registered in the system. This number can be filtered to reflect a specific store location or all locations combined

  • Transactions
    Indicates how many transactions have been linked to customer accounts. This includes purchases, loyalty redemptions, or visits—depending on system setup.

  • Total Spend
    Shows the cumulative amount of money spent by all registered customers within the selected location. This metric reflects gross revenue attributed to identifiable customers, making it especially useful for tracking the financial impact of customer engagement and loyalty programs.

 

Filtering options

The Dashboard allows you to filter and adjust the displayed data to fit specific needs. Location filter is located at the right of the Dashboard and allows View metrics for a particular location or view combined data for all locations.

Changes to filter are applied instantly, updating the metrics in real time.

 

Filtering Options Image

 

Top 20 Customers

The dashboard also includes a table – To display sortable top customers set based on total spend metric. With following details:

  • Customer identity (Name)

  • Total number of transactions across selected locations

  • Total spend

  • Status (means if customers continue visiting the stores)



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