One customer record the whole business can read.
Most CRM software becomes a second address book: sales happen in one system, appointments in another, and the customer’s history is whichever screen you happen to be looking at. In Noxtill the customer record is the same object the POS, calendar, credit ledger, inbox and marketing all write to.
Customer management software, customer relationship management and customer data management in the operating layer — so the person at the counter knows what the person on WhatsApp already promised.
What sits on a customer profile
Everything the business already knows, in one place, without anyone copying it there.
Purchases and orders
Every line item, at which location, taken by which staff member.
Bookings
Past and upcoming appointments, service, duration and who delivered it.
Conversations
WhatsApp, Messenger, Instagram, SMS, email and website chat in one thread list.
Credit ledger
Outstanding balance, payment history and statements — no separate book.
Notes and tags
Preferences, consent, allergies, formulas — whatever your business needs to remember.
Segments
Lapsed, high value, service-specific — recalculated from behaviour, not maintained by hand.
The record earns its keep in the workflow
A CRM is only useful when it changes what happens at the counter and in the calendar.
Context before you greet
Balance, history and preferences on screen as the sale opens.
The right service, the right person
Past bookings suggest duration, staff and service automatically.
Reply with the facts
The thread shows spend, visits, balance and next appointment.
Audiences that are real
Segments come from purchases and visits, not an uploaded list.
Frequently asked
Can I import my existing customer list?
Yes — from CSV or a spreadsheet, mapped with you during onboarding. Products and open balances can come across at the same time.
Is the credit ledger part of CRM?
It is its own module, but it reads and writes the same customer record, so a balance is never a separate lookup.
Can staff be limited to what they see?
Yes. Role-based permissions decide who can view spend, edit the ledger or export customer data, per branch.
Does it work for walk-in businesses?
Yes. A profile can be created from a phone number at the counter in seconds, and enriched as they return.
Give every module the same customer record.
Import your list during the trial and see the profile fill in as the first sales and bookings land.