Customer CRM

Every customer, one register — inside your ERP.

Xero Sphere AI Customer CRM keeps every client in one register inside the same ERP as your POS. Add customers in seconds, track credit and loyalty points, and open any profile to see visits, spend and invoice history — no separate CRM tool.

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Customers

Account register · live from ERP

+ Add Customer
AccountNameMobileCredit
ACCT-0014ali0300 ··· ···Rs. 0
ACCT-0013Sara Khan0321 ··· ···Rs. 500

ali

ACCT-0014
Visits

1

Loyalty

0 pts

Spend

Rs. 22

Credit

Rs. 0

InvoiceDateTotalStatus
INV-0000108/08/26Rs. 22paid
Features

Know your customers before they walk in again.

Short list — everything ties back to POS billing.

Customer register

Add account, name, mobile, address and credit limit in one place.

Credit tracking

See outstanding credit on every profile before you bill.

Visits & spend

Visits, lifetime spend and loyalty points on the same screen.

Purchase history

Invoice ledger with date, total, payment mode and status.

POS-linked

Every sale updates the customer record automatically.

Export

Export customer data when you need a backup or report.

Pair with Loyalty Program

Reward repeat buyers with points — balances show on the same customer profile.

Explore Loyalty Program