Enhance Your
Customer Management
Scattered customer data and poor follow-up lose valuable repeat business.
Centralize customer information, track purchase history, manage debts, and foster loyalty directly from your phone.
What is Customer Management?
Customer Management
involves organizing customer information, tracking interactions like sales and refunds, analyzing buying habits, and implementing strategies like loyalty programs to build stronger relationships and encourage repeat business.
Effective customer management helps businesses understand their buyers better, manage outstanding payments,
identify top customers, and foster loyalty, leading to increased sales and better cash flow.
Core Components & Processes
Ficos centralizes customer management for shopkeepers with easy data handling, detailed interaction tracking, and powerful analytics—helping you build lasting relationships and drive growth.
Customer Data & Setup
✓ Add new customers easily
✓ Edit customer details
✓ Bulk import customer lists
✓ Export customer data
✓ Manage active/inactive customers
Keep your customer database organized and up-to-date with simple tools for adding, editing, and managing customer information.
Interaction & History
✓ View customer sales orders
✓ Export sales order history
✓ View customer refunds
✓ Export refund history
✓ Track customer debts
✓ Get alerts for outstanding debts
Access a complete history of each customer’s purchases, returns, and payment status to provide personalized service and manage finances.
Loyalty & Analysis
✓ Implement loyalty programs
✓ Use customer analysis tools
✓ Identify top customers
✓ Monitor high-value customer inactivity
✓ Distinguish new vs. returning customers
✓ Generate customer sales reports
Understand customer behavior, reward loyalty, and use insights to tailor promotions and improve retention.
The Customer Management Lifecycle
Managing customer relationships effectively is key to sustainable growth. Ficos simplifies every stage—from capturing customer details and tracking interactions to analyzing behavior and fostering loyalty. Our mobile-first platform helps storekeepers build stronger connections, manage finances efficiently, and turn insights into repeat business.
Easily add new customers individually or import existing lists in bulk. Capture essential details quickly to start building your customer database right from your phone.
Learn how to add a customer. | See how to bulk import customers.
Keep a detailed record of every customer’s interactions. View their complete sales order history and any refunds processed, providing a full picture of their engagement with your store.
Learn to view customer sales orders. | See how to view customer refunds.
Monitor customer accounts efficiently. Track outstanding debts, view aging reports to identify overdue payments, and receive alerts to manage customer payments confidently and improve cash flow.
See how to manage debtors. | Understand customer aging reports. | Learn about debt alerts.
Leverage powerful tools and reports to understand your customer base. Analyze sales per customer, identify your most valuable buyers, spot inactivity trends, and gain insights to make informed decisions.
Explore the customer analysis tool. | Use customer sales reports. | Identify top customers. | Monitor high-value customer inactivity.
Build lasting relationships and encourage repeat purchases. Implement customer loyalty programs and understand the differences between new and returning customers to tailor your engagement strategies effectively.
Set up your customer loyalty program. | Understand new vs. returning customers.
Maintain accurate and accessible customer records. Easily edit customer details, disable inactive accounts, and export specific data like sales orders, refunds, or your entire customer list as needed.
Learn how to edit customer details. | See how to disable a customer. | How to export all customers.
Ficos streamlines your entire customer management process—making data handling easier, interactions more meaningful, and insights readily available. With Ficos, managing customers becomes a powerful tool for business growth.
What You Can Expect
Who Can Benefit from Ficos Customer Management?
Whether you run a neighborhood store, manage wholesale accounts, or offer specialized services, Ficos helps you build stronger customer relationships, track interactions efficiently, and use insights to drive loyalty and growth.
Retail Stores & Boutiques
✓ Supermarkets & grocery stores
✓ Fashion boutiques & apparel stores
✓ Electronics & appliance retailers
✓ Specialty stores & gift shops
✓ Pharmacies & health stores
Retailers use Ficos to personalize service by tracking purchase history, manage loyalty programs easily, and identify top customers for targeted offers.
Wholesale & Distribution
✓ FMCG distributors
✓ Food & beverage wholesalers
✓ Electronics & automotive suppliers
✓ Building materials & hardware distributors
✓ Agriculture supplies dealers
Manage client relationships effectively, track order history per client, monitor credit and outstanding debts, and streamline communication.
Service Providers
✓ Restaurants & cafes
✓ Healthcare clinics & pharmacies
✓ Cleaning & maintenance services
✓ Beauty & wellness centers
✓ Event planners & caterers
Keep track of client appointments, service history, preferences, and payment status to provide consistent service and encourage repeat visits.
Customer Management Tools
Information Management
📝 Add Customers
Easily input new customer details.
📝 Edit Customer Details
Keep customer information accurate and current.
📝 Bulk Import Customers
Quickly add multiple customers from a file.
📝 Export All Customers
Download your complete customer list.
📝 Disable Customers
Manage the status of inactive customers.
Maintain a clean and organized customer database effortlessly.
History Tracking
📝 View Customer Sales Orders
Access the purchase history for any customer.
📝 Export Customer Sales Orders
Download sales history for specific customers.
📝 View Customer Refunds
See a record of all refunds issued to a customer.
📝 Export Customer Refunds
Download refund history for specific customers.
Keep detailed records of all customer transactions for better service and analysis.
Financial Management
📝 View & Export Debtors
Identify customers with outstanding balances.
📝 Customer Aging Reports
Analyze overdue payments by duration.
📝 Outstanding Debts Alerts
Get notified about unpaid balances.
📝 Customer Sales Reports
Track sales value per customer to manage credit.
Stay on top of customer payments and manage credit effectively to improve cash flow.
Analysis & Engagement
📝 Customer Loyalty Program
Reward repeat customers and encourage loyalty.
📝 Customer Analysis Tool
Gain deeper insights into customer behavior.
📝 Top Customers Insights
Identify and understand your best buyers.
📝 High-Value Customer Inactivity
Monitor and re-engage valuable inactive customers.
📝 New vs. Returning Customers
Analyze customer acquisition and retention rates.
Understand your customers better and build strategies to increase engagement and retention.
What our customers say
I have managed to track my expenses better and been able to budget and plan better
Nayebare Jenuario
★★★★★Business has never been managed better on an app than with Ficos! No hardware costs, no implementation costs, the LOWEST cost of ownership and business intelligence at your finger tips! Thx Ficos team
Fort High
★★★★★Excellent app Very useful for business
Christian TABARO
★★★★★Frequently Asked Questions
What is Customer Management in Ficos?
Ficos Customer Management helps you centralize customer information, track interactions like sales and refunds, analyze buying habits using tools like customer analysis, manage debts, and implement loyalty programs to build relationships and encourage repeat business. Learn more about the basics.
How can I add customers to Ficos?
You can easily add customers individually directly within the app. For larger lists, Ficos also supports bulk importing to quickly populate your customer database.
Can I track a customer's purchase and refund history?
Yes, Ficos maintains a detailed record for each customer. You can easily view their complete sales order history and also view any refunds processed for them, providing a full picture of their transactions. You can also export sales orders and export refunds for specific customers.
How does Ficos help manage customer payments and debts?
Ficos allows you to effectively manage customer credit. You can track outstanding debts and identify debtors. Utilize the Customer Aging Report to see how long payments are overdue, and set up alerts for outstanding debts to stay on top of collections and improve cash flow.
What tools are available for customer analysis and loyalty?
Ficos provides several tools: implement a Customer Loyalty Program, use the Customer Analysis Tool for deeper insights, identify Top Customers, monitor High-Value Customer Inactivity, and understand the difference between New vs. Returning Customers.
How can I manage my customer data (edit, export, disable)?
Ficos makes data management simple. You can easily edit customer details to keep information accurate. If a customer is no longer active, you can disable their account. You also have options to export your entire customer list or export specific transaction histories like sales or refunds per customer.
What kind of customer reports does Ficos offer?
Ficos provides insightful reports such as the Customer Sales Report (to analyze spending patterns per customer), the Customer Aging Report (for managing overdue payments), and specific insights reports for Top Customers and High-Value Customer Inactivity.
Interesting Reads
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