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checkbox sm.pngCustom Fields

Collect the data that is relevant to your retail business. Our SmartFields give you flexibility.

checkbox sm.pngQuickview Dashboard

Go mobile. Check a customer's dashboard, see their history and make smart recommendations.

checkbox sm.png360° View

Get a holistic view of your customers across all your channels. Engage with them intelligently.

checkbox sm.pngGet Strategic

Keep your customers coming back with gift cards, built in coupons and promotions as well as Thirdshelf Loyalty.




Our CRM for retail gives you tools to build thoughtful relationships.

Did you know, it's much more expensive to acquire a new customer than to retain a current customer? 
Providing customers with highly personalized experiences continues to be a key retail trend. We give you the means to get to know your customers, understand their habits, needs, and preferences without costly retail CRM software. 
Our custom fields allow you to get as granular as you'd like and create custom CRM views for your customer dashboard. See your customer's activity across all channels; use this data to market strategically keeping them coming back time and again.

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Customer Relationship Management Features

Custom CRM Fields

You know your retail business best! We want to give you the power to collect whatever data you think is relevant. Create any field you want with our SmartFields.

  • Create custom data fields including notes
  • Zip code look-up, get the right address
  • Create automatic promotions using SmartFields
  • Add unlimited addresses

Multi-channel Customer View

Multi-store or omnichannel? See your customer's history across all channels and get a complete view of their interaction with your brand.

  • See customer history in real-time
  • Merge duplicate customers
  • Create custom reports and export to CSV

Customer Dashboard

Get the data you need to close the sale – quick and easy with the click of a button. Empower your organization to use customer data to personalize store experiences.

  • Intuitive interface
  • Compare against average user
  • See sales and order history
  • Customize view

Engagement Programs

We know you need tools to keep your customers coming back. Whether they're a Millennial or a Baby Boomer you can reach them in whatever way captures their attention.

Recent Blog Posts on Customer Engagement

See more of Springboard's powerful POS features.

POS  |  Customer Management  |  Order Management  |  Inventory   Purchasing+Receiving  |  Dashboards+Reporting  | Traffic Counting