Customer Management - CRM Made EZ

Store & Save Your Customers’ Info to Streamline Purchasing

A CRM, or Customer Relationship Management, is a database that stores your customer information. Sky’s Customer Management System is just that! By storing your clients’ information, you are able to not only store basic information such as name, email, phone number; you can track notes, add contracts, and gain insights into your customer’s purchasing habits. Utilizing your CRM is key to knowing your customers and increasing engagement with them. Sky has made our CRM easy to find, easy to navigate, and easy to enter your customer’s information.

Customer Management Overview
Customer Information

At the center of any customer management system is your customer data. There are multiple ways to capture customer information. First, enter their information manually by clicking create customer in the customer tab. From here, you can enter name, email, phone number and address info. Customer profiles can also be created during the checkout process by sending a payment request via email or text.


It is easy to save a customer’s credit card information to their profile (with their permission of course). Saving a card is an extremely efficient and time saving way to capture payment. Not only can you process faster payments t checkout, you can also use the stored card to pay estimates, invoices, or set up a monthly subscription.

Transaction History

AAlso stored under the customer’s profile is their transaction history. This makes processing a return quick and easy in case the customer has lost the receipt. This also gives a keen insight into customer buying habits as you can identify the date of purchases, the products they bought and what kind of payment method was used for the transaction. By learning buyer behaviors and choices, you can use this information to incentivize future purchases by offering special rewards to customers.

Subscription History

Your dashboard will allow you to view any and all customer subscriptions. Subscriptions are a unique feature that allows your business to set up recurring payments for a specific time period. Type of subscriptions you could consider are curation (like a wine or coffee club), replenishment (for frequently used items like groceries or toiletries) or access (premium access like Netflix or a gym membership). Check out our subscriptions page to learn more about how your business could utilize subscriptions.

Add Notes

There is also the ability to add notes to an individual customer’s profile. From the add notes screen, you can add text notes and/or upload a document or image. For example, an auto mechanic could add the vehicle’s VIN and check-in information describing the reason for service. A florist could take a picture of the arrangement of flowers and save it in the customer profile for future reference. A property manager could take pictures of damage or add notes about repairs for their tenants. The possibilities are endless!

Send Invoices

From your customer tab, it is easy to send estimates or invoices to your customers. From the send page, you can easily add items stored in your inventory management system, quantity, upload a document or image and apply a discount. Invoices and estimates can be sent to the customer via email or text message. Click to learn more about Invoicez by Sky.

Next Steps

So, if you’re a medium-sized business looking for a way to include a customer management system to increase engagement with your customers by SKY Systemz. Our Operationz & Business Management Suites of software is versatile and can handle all of your products, services, inventory, and merchant preferences. Not only do we provide the most versatile software available on the market, but we also offer “Pass the Fee" built right into your dashboard. Passing the fee allows your customers to pay credit card processing fees, instead of cutting into your bottom line. While this is optional, almost half of Sky merchants utilize this feature. If passing the fee is not for you, we still offer the lowest rates in the industry. If you process at least $20k a month, we are willing to negotiate custom pricing.

And at Sky, we like to offer a 30 day challenge. Sign up for free with no contracts or commitments. If after 30 days you aren’t satisfied with our software, services or rates, you can simply let us know you’d like to discontinue services. No hard feelings, but we don’t think you’ll want to switch back! To get started, please fill out the request form below and a member of our team will contact you within the next 24 hours!

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