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Every customer's history. Right where your team already works.
When a customer calls, your team should already know the whole story. CBMS Customer Inquiry opens their full history, orders, service, payments, and balances, right inside the POS, so no one has to ask the customer to repeat what you already know.
The problem
Your customer shouldn't have to remind your team who they are.
They call about a delivery, and the rep is flipping between systems for the order, the service ticket, and the balance. Half the story is missing, and the customer can tell.
The payoff
The whole relationship, in one view.
Search by name, phone, or account and the full customer record opens inside the POS: orders, service tickets, payments, and balances. Your team sees what the customer bought, what's still open, and what they owe before the conversation even starts.
- Open balances flagged wherever they appearA customer with money owed is flagged across orders, service, and payments, so your team always knows what they're walking into.
- Act without leaving the recordStart a quote, log a service request, or take a payment straight from the customer profile.
- A record that builds itselfEvery order, service call, and interaction adds to the profile automatically. No manual upkeep.
Common Questions
What retailers ask about Customer Inquiry.
Straight answers to the questions that come up most.
See how CBMS Customer Inquiry works for your team.
We'll show you how your team accesses full customer history right from the POS, and what that does for every interaction they have.
Schedule a Demo