Retail CRM

Retail CRM for showrooms & stores

Every walk-in is a potential sale. Record what customers looked at, follow up on quotations, remember birthdays and anniversaries and bring buyers back to your store.

The challenge

Why retail businesses lose sales

Walk-ins not recorded

Customers leave without buying and are never contacted again.

High-value follow-ups

Furniture, electronics and jewellery sales need several visits.

No customer history

Staff do not know what a customer bought before.

Occasion marketing

Birthdays and anniversaries are missed.

The solution

How NexaCRM helps retail teams

Walk-in capture

Product interest and budget recorded in seconds.

Occasion dates

Birthday and anniversary for timely offers.

Store-wise tracking

Record the store or showroom per enquiry.

Quotations

Share quotations on WhatsApp from the counter.

Follow-up tasks

Reminders for every pending enquiry.

Reports

Conversions by store, salesperson and product.

Workflow

Your sales process, step by step

01

Walk-in or online enquiry

02

Product shown and quotation shared

03

Follow-up and purchase

04

Occasion offers and repeat visit

Industry module

Switch on the Retail module in one click

Go to Settings → Industry modules and enable it. These fields appear on your forms straight away — your existing data is not changed.

Lead fields

Product interestBudget (₹)Store / showroomBirthday / anniversary

Customer fields

Membership / loyalty no.

Deal fields

Delivery date

Lead sources

Walk-inInstagramGoogle Maps
NexaCRM /leads
Retail leads in NexaCRM

Included in every plan

Everything else your team needs

IndiaMART, TradeIndia & web lead capture
WhatsApp Business API
Deal pipeline
GST quotations (PDF)
Orders & payments
Workflows & reminders
Reports & analytics
Roles, audit log & API

See all features

FAQ

Retail CRM — frequently asked questions

Is this a POS or billing system?

No. Use your POS for billing; the CRM tracks enquiries, customers and follow-ups.

Can I track walk-in customers?

Yes. Add a lead in seconds with product interest and budget.

Can I manage multiple stores?

Yes. Record the store on each lead and see reports per store.

Can I send occasion offers?

Yes. Store birthdays and anniversaries and use workflows for reminders.

Ready to grow your retail sales?

Start a free trial, switch on the Retail module and capture your first enquiry today.