Build customer relationships with CRM and Beyond

Editorial Team

3 min read
Plant shop owner assisting customer with Clover Flex

Customer Relationship Management (CRM) is a system, tool, or software that allows you to easily manage your customers’ information such as name, email, phone number, and other details.

It also helps businesses communicate and keep track of customer interactions and transactions. The main purpose of a CRM tool is to help businesses build good and lasting customer relationships, which is a top priority for a business owner.

Are you in retail, wholesale, or service-based? Do you have an eCommerce shop? No matter what business industry you belong, CRM and Beyond can be a good fit for you.

Why is CRM and Beyond different from other CRM tools in the market?

CRM and Beyond is NOT just your usual CRM application. Its features and functionality go beyond just saving customers’ information.

Here are just some of the features CRM and Beyond has to offer:


  • Save customers’ basic information including name, email, and phone number. It also allows you to save their billing and shipping address, birthdate, and social media handles, if needed. All of these details can help you and your team start a meaningful conversation with your customers to help build relationships.

Track orders

  • Track your customer orders to see past and current items they have purchased, payment status, method of ordering, and date when the order was made.

Schedule appointments

  • Don’t miss important appointments and follow-ups with customers. Add and manage customer appointments from the app, update or edit appointments, and easily share details with customers via email and SMS.

Boost customer retention and customer spending with these features

Here are some features only available in the CRM and Beyond app that can be a game-changer for your business:

Rewards and loyalty

  • Attract new customers and impress your current ones with a rewards and loyalty program. Customers can earn points for every transaction, and redeem these points as a monetary equivalent on their next purchase.
  • Set up and manage your program easily.
  • Send SMS notifications to customers every time they earn points, and update them with their current total.

Marketing and gift card issuing

  • Send marketing emails and texts from your Clover POS devices using built-in ready-to-use marketing templates.
  • Issue a digital gift card anytime. Send it via email or SMS. Customers can purchase gift cards for themselves or for their loved ones at no extra cost using just the recipient’s email or phone number.

These are just some of the features you can take advantage of in CRM and Beyond.

The CRM and Beyond app is available in the Clover App Market and can be installed on all Clover devices except Clover Go.

For further information, contact us at or call or text (305) 398-7571.

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