CRM Recommendations


Ramsys CRM can do much more than basic loyalty rewards. When it is set up well, it can help you collect useful customer information and it becomes a marketing tool that can help you build stronger customer relationships:


  • encourage repeat visits
  • increase average spend
  • send targeted customer communication
  • reward loyal customers
  • build long-term relationships
  • reduce manual marketing work



As a starting point, we recommend the following:


1. Create a branded customer program


Give your customer program a name that suits your business, instead of simply calling it “Loyalty”.


For example:


  • <your shop name> Shop Friends
  • The <your shop name> Club
  • A name that is unique to your own brand


A branded name makes the program feel more personal and more memorable for customers.


2. Turn on the CRM prompt at the Sales screen


The CRM prompt reminds staff to ask customers whether they are part of the program.


This is one of the easiest ways to:


  • increase sign-ups
  • remind staff to use the CRM
  • make sure customer sales are recorded against the correct customer profile


3. Offer rewards that feel worthwhile


Customers are more likely to join and return if the reward is clear and easy to understand.


For example:


Spend $300 and receive a $10 voucher.


Ramsys supports electronic vouchers and reward balances but paper vouchers can still work well because they act as a physical reminder for the customer to come back. They can also be used as a simple form of advertising.


4. Give new members a welcome reward


A welcome reward gives customers a reason to join straight away.

It can also encourage them to return for another visit soon after signing up.


5. Create special offers for local customers


If your business attracts a lot of tourists, it is also worth creating offers for local residents.

Tourists may visit once, but local customers are more likely to come back regularly if they have a reason to do so. Allowing tourists to give their vouchers to friends who visit is a great way to extend your reach.


6. Use customer lookup instead of extra loyalty cards


You do not need to issue another plastic loyalty card.

Ramsys can quickly search for a customer by:


  • name
  • phone number
  • email address


This keeps the process simple for staff and customers.


7. Collect customer details consistently


Good CRM results depend on good customer data.


At the point of sale, try to collect:


  • email address
  • mobile number
  • town/city
  • postcode


This information is useful for future marketing, reporting, and customer segmentation.


8. Celebrate customer anniversaries


Ramsys can be used to send automated vouchers or personalised messages for customer anniversaries such as 1 yr of membership.

These small reminders can help bring customers back and make the communication feel more personal.


9. Segment your customers


Once enough customer data has been collected, you can start sending more targeted promotions.


For example, customers can be grouped by:


  • shopping habits
  • location
  • interests
  • purchase history
  • customer type


This is much more effective than sending the same offer to everyone.


10. Connect Ramsys with Mailchimp or Klaviyo


We recommend planning your email marketing setup early.

Ramsys can integrate with platforms such as Mailchimp or Klaviyo. Klaviyo is usually the stronger option for more advanced automated customer journeys and personalised marketing.


Before choosing a platform, we recommend discussing your marketing plans with Tereza. This helps make sure the correct system is selected and set up properly from the beginning.


11. Final recommendation


A modern CRM is not just a loyalty program. When configured correctly, it becomes a marketing tool that can help you boost your business.


It is also important to remember that website customers, including international visitors, may still become repeat customers. For this reason, CRM should be considered across both in-store and online sales.