Retail CRM Software in Mumbai
T3 ERP Retail CRM helps retailers connect customer identity, POS billing, e-commerce orders, loyalty points, campaigns, store credit, returns and reports in one GST-ready system. Built for multi-store and omnichannel retail businesses in Mumbai and across India.
Talk to our ExpertWhy Retail Businesses Need Connected CRM Control
Retail customers now move between physical stores, online channels, WhatsApp, marketplaces and loyalty programmes. When every channel maintains customer and transaction data separately, retailers lose repeat-sales opportunities, loyalty accuracy and financial control.
T3 ERP Retail CRM keeps customer identity, transactions, loyalty and finance connected from the first purchase to repeat engagement.
One Customer Identity Across Every Channel
Customer identity can become fragmented across POS, web and different stores. T3 ERP Retail CRM connects mobile number, email and loyalty number into one customer record so the same shopper is recognised everywhere.
Ledger-Backed Loyalty & Wallet Control
Loyalty points, gift cards and store credit are financial liabilities. Maintain traceable balances, redemptions and adjustments that can be reconciled with the accounting system.
Customer Segmentation for Better Campaigns
Move beyond mass promotions by segmenting customers as new, active, VIP, at-risk or lapsed. Run relevant campaigns and measure response, conversion and campaign ROI.
Returns Linked to the Original Bill
Keep returns and exchanges connected with the original transaction so GST reversal, credit notes, wallet refunds and inventory updates are handled correctly without manual disputes.
Cross-Store & Omnichannel Customer Visibility
Give management one consolidated view of repeat purchases, average basket value, loyalty enrolment, campaign ROI, NPS and customer lifetime value across stores and digital channels.
Complete Retail CRM Workflow
The Retail CRM workflow starts with customer enrolment and continues through billing, loyalty, segmentation, campaigns, returns, service tickets and management reports. Every transaction updates the customer profile so stores, marketing, finance and head office work with the same customer view.
Customer Enrolment & Identity Matching
Capture the shopper through mobile number, email, loyalty number, POS bill, website signup or online order, then merge the details into one unified customer record.
POS & E-Commerce Bill Capture
Bring store bills, online orders and marketplace sales into CRM as customer-linked invoices with GST, channel and store details.
Loyalty Earn, Burn & Tier Update
Calculate points on eligible bills, update customer tier, allow points or wallet redemption, and keep every earn, burn, adjustment and expiry event in a points ledger.
Segmentation & Campaign Execution
Use purchase history, recency, frequency, monetary value, loyalty tier and lifecycle stage to create targeted SMS, WhatsApp and email campaigns.
Returns, Exchanges & Store Credit
Process returns against the original invoice, reverse GST where applicable, issue credit notes, update wallet or store credit and adjust related loyalty points.
Reports & Customer Retention Tracking
Review repeat purchase, CLV, campaign ROI, NPS, loyalty liability, gift-card float and store-wise performance to improve retention and revenue.
Customer, Loyalty & Campaign Management
Retail CRM should help the team understand who the
customer is, what they buy, how loyal they are and
what offer is most relevant to them.
T3 ERP brings customer identity, loyalty rules,
segmentation and campaign execution into one
working flow.
Unified Customer Master
Creates one customer profile using mobile, email and loyalty number so purchase history, preferences, consent, wallet and points stay connected across store and online channels.
Customer 360 View
Shows purchase history, last purchase date, lifetime value, loyalty tier, points balance, wallet balance, preferred store and communication consent in one screen.
Loyalty Programme
Supports earn and burn rules, tier movement, benefits, e-vouchers, referral rewards, points expiry and a full points ledger for audit.
RFM & Lifecycle Segments
Groups customers as New, Active, VIP, At-Risk, Lapsed, Dormant or High-Value New based on purchase behaviour and value.
Campaigns & Promotions
Runs birthday, anniversary, win-back, replenishment and segment-based campaigns through SMS, WhatsApp, email and coupon offers.
Feedback & Complaints
Captures NPS and customer complaints, raises service tickets for detractors and tracks resolution through SLA-based follow-up.
Billing, Returns, Wallet & Retail Visibility
A retail CRM becomes useful only when customer engagement is connected with billing and finance. T3 ERP keeps POS bills, e-commerce orders, gift cards, wallet balances, returns, GST reversal and reporting linked to the same customer and ledger.
POS and Online Invoice Capture
Why Choose T3 ERP for Retail CRM?
T3 ERP Retail CRM gives retail businesses a practical way to manage customer relationships, repeat sales and financial control together.
It is useful for retail chains, specialty stores, fashion retailers, electronics stores, grocery formats and omnichannel businesses that want one connected customer and loyalty view.
One Customer Record
Reduces duplicate customer records and gives store, CRM, marketing and support teams the same customer profile.
Stronger Repeat Sales
Loyalty points, tiers, birthday offers, win-back campaigns and personalised coupons help bring customers back.
Better Marketing ROI
RFM segments and campaign attribution help teams target relevant customers instead of broad, low-response campaigns.
Controlled Wallet & Gift Cards
Store credit, gift cards and loyalty balances remain trackable instead of being managed through spreadsheets.
Cleaner Returns & GST Handling
Returns, exchanges, GST reversal and credit notes stay linked to the original bill for better financial and compliance control.
Management Visibility
Dashboards and reports show CLV, repeat purchase, loyalty liability, campaign ROI, NPS and store-wise performance.
Retail CRM FAQs
Find answers to common questions about customer profiles, loyalty programmes, store credit, campaigns and omnichannel retail CRM.
Build Stronger Customer Relationships & Repeat Sales with T3 ERP
Connect customer profiles, loyalty, campaigns, POS bills, online orders, wallets, returns and retail reporting in one connected CRM system.
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