Customers & Sales

Seamlessly tying everything together so you can always find the customer and sales data you need!

Full Customer History

Track Visits, Deliveries, Orders, Refunds, Notes, and More!

TouchPoint is restoring the relationship back into sales and one of the first things we’re doing is giving you an in-depth look at your customer’s history. This way you know everything they’ve done and you can better facilitate their interactions with you as a business. See when they visited, how much they’ve spent, deliveries they’ve received, custom notes and much more.

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Filtering Sales

Simple Navigation for Any Device

Not all sales are equal and you need tools that allow you to find the sale or customer you’re looking for. TouchPoint has filters for every sales screen so that you can find orders that aren’t fully paid, orders not delivered, orders by date and much more.

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Referral Source

This is Our Personal Favorite!

One of our personal favorite things about TouchPoint is the customer referral report. No more manually tracking where your customers are coming from. You’re spending valuable resources on your marketing and it’s time you know what’s effective and what’s not. With our referral source tracking per customer, you can see where your marketing dollars are creating ROI. TouchPoint not only tracks the initial sale it also accounts for refunds, exchanges, and lifetime customer value so your data is as accurate as can be.

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Testimonials

Real Stories From Real Customers

“Before TouchPoint we could never get a handle on the status of our inventory whether on the floor, out for delivery, or incoming to the warehouse or stores. Inventory and sales were falling through the cracks which translated into financial loss and negative customer experience which typically fuels our business. TouchPoint has sharpened our process resulting in decreased inventory waste and a customer experience we are proud of.“

Eric

Urban Mattress

Eric Ebel

"Before TouchPoint we could never get a handle on the status of our inventory whether on the floor, out for delivery, or incoming to the warehouse or stores. Inventory and sales were falling through the cracks which translated into financial loss and negative customer experience which typically fuels our business. TouchPoint has sharpened our process … Continue reading →

“I wanted to give you guys a little shout out on TP. Yesterday, it worked to perfection. Kyle and I had 20 people on the Vienna sales floor at once, I literally had the desktop open, iPad and my laptop all processing sales and building quotes for customers (no one felt like they were waiting) It was impressive! I was even able to help out the Leesburg store (he was busy with multiple people in). He was ringing someone up. Put me on speaker phone with another customer so I could build a quote and then he just grabbed the quote when he was done ringing up that 1st customer and get the second’s money. It was awesome!”

Nathaniel Hoelk

Urban Mattress

Customers & Sales

Full Customer History

Filtering Sales

Referral Source

Testimonials

Eric Ebel

Nathaniel Hoelk

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The Very Real Struggle with Inventory Management

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