Loyalty and CRM built into your POS
SeroPOS rewards repeat customers with points, prices groups fairly and tracks leads and follow-ups, while SeroBooks keeps account customers’ balances and statements.
Loyalty & CRM, handled by Sero
Loyalty points
Customers earn points on purchases and redeem them at checkout. Included in Standard.
Customer profiles
Purchase history, contact details and notes on every customer.
Groups and price groups
Set member, staff or wholesale pricing by customer group.
CRM
Leads, campaigns, follow-ups and call logs for businesses that sell to repeat accounts.
Email and SMS receipts
Send receipts by email or SMS, with Twilio SMS and WhatsApp supported.
Statements in SeroBooks
Account customers get statements, aged receivables and finance charges.
One company, one login, three products that share their numbers
SeroPOS
The point of sale built for the rush.
Point of sale for restaurants and retail — tables, kitchen tickets, inventory, loyalty and online ordering on iPad, Android, Windows and Mac.
SeroBooks
The books, the store, the bank. One ledger.
Accounting that runs the whole business — invoicing, inventory, banking, sales tax, payroll and year-end for Canada and the United States.
SeroPayroll
Payroll for every province. Right to the cent.
Canadian payroll for all 13 provinces and territories — CPP, EI, QPP, vacation, stat holidays, remittances, T4s and ROEs.
Loyalty that runs at the till
A loyalty program only works if it is easy at checkout, for the customer and for the cashier. In SeroPOS, loyalty points are built in: customers earn on each purchase and redeem at the counter without a separate app, plastic card or third-party service. The cashier looks up the customer, the points apply to the sale, and the line keeps moving.
Loyalty is included in SeroPOS Standard at $29.99 a month in USD, so cafés, bakeries, boutiques and gift shops can reward regulars without paying for an extra subscription on top of the point of sale. Points balances live on the customer profile, so they follow the customer to every location in a chain.
Knowing your customers
Customer profiles hold contact details, group membership, notes and full purchase history. Groups drive price groups, so wholesale buyers, staff or members automatically see their own price at checkout without the cashier having to remember who qualifies. Purchase history helps staff recommend what a regular usually buys, and helps owners see who their best customers really are.
Receipts can go out by email or SMS instead of paper. That cuts printing costs, gives the customer a record they will not lose, and builds a contact list, with permission, that you can use later for campaigns, new-product announcements or a simple thank-you to the customers who keep your business going.
- Customer groups for segmentation
- Price groups for wholesale, staff or member pricing
- Purchase history on every profile
- Email and SMS receipts
A CRM for follow-ups and campaigns
SeroPOS includes a CRM for businesses that sell over time rather than in a single visit: caterers, repair shops, jewellers, custom furniture makers and B2B suppliers. Track leads, run campaigns, schedule follow-ups and log calls, all against the same customer record the till uses, so nobody has to copy details between a sales spreadsheet and the point of sale.
Messaging runs through Twilio SMS and WhatsApp. Because the CRM and the POS share one database, a lead who becomes a customer keeps their whole history, from first enquiry to latest purchase. Staff picking up a follow-up can see what was quoted, what was bought and what was promised before they call.
Account customers in SeroBooks
Some customers buy on account rather than paying at the counter. SeroBooks handles them with customer management, price lists, invoicing, customer statements, accounts receivable and finance charges on overdue balances. Invoices can be shared over WhatsApp, which often gets a faster reply than email, and card payments can be taken against them through Stripe or a supported terminal.
For businesses that run both products, the counter knows who the customer is and what they like, and the ledger knows what they owe and how quickly they pay. Sales staff and bookkeepers work from the same customer list instead of two separate lists that slowly drift apart over time.
Frequently asked questions
Does SeroPOS include a loyalty program?
Yes. Loyalty points are built into SeroPOS and included in the Standard plan at $29.99 a month in USD. Customers earn points on purchases and redeem them at checkout, with balances kept on their customer profile. There is no separate loyalty app or card system to pay for or maintain.
Can I give different prices to different customers?
Yes. SeroPOS supports customer groups and price groups, so wholesale buyers, staff or members see their own prices automatically at checkout. SeroBooks also supports price lists for invoiced customers, which suits suppliers who sell to trade accounts at agreed prices.
Can SeroPOS send SMS messages to customers?
SeroPOS sends email and SMS receipts and supports Twilio SMS and WhatsApp for messaging. The built-in CRM tracks campaigns and follow-ups, so you can keep in touch with leads and customers and see the history of every conversation alongside their purchases.
What does the SeroPOS CRM do?
The CRM tracks leads, campaigns, follow-ups and call logs against customer records. It suits businesses that sell over several conversations, such as caterers, repair shops, jewellers and suppliers, as well as retailers that run campaigns to their regulars. It shares one customer list with the point of sale.
Can I send statements to account customers?
Customer statements are part of SeroBooks, along with accounts receivable, finance charges on overdue balances and batch invoices. SeroBooks starts at $79.99 a month in USD with a 14-day free trial, and it can run alongside SeroPOS so counter sales and account sales share one ledger.