CRM Capture in ZeroPOS

This feature enables venues to capture customer contact information during transactions without requiring the creation of a full CRM profile.

With CRM Capture, businesses can collect basic customer details during checkout & choose whether to store data only with the transaction or as a customer profile.

Merchants can configure how customer data is collected through the Customer Info Capture settings from Console. Click Here for more information: Customer Info Capture

When Does It Appear?

• After the cashier clicks “Tender” during checkout

Step-by-Step Flow

1. Cashier clicks Tender
2. A Customer Info pop-up appears
3. Customer can:
   • Enter details (Name, Email, Phone, etc.)
   • Or choose Skip

Actions

• Submit
  • Saves the entered details
  • Creates a customer profile (if enabled in Console)
• Skip
  • Continues checkout without attaching any customer

What Happens Next?

After this step, the normal checkout flow continues:

Customer Capture → Loyalty → Shopping Bag → Donation → Payment

Input Options

• If a Customer Display Screen (CDS) is available: The form is shown to the customer for direct input
• If not: Cashier can enter details on behalf of the customer

Articles in this section

• Getting Started
• Settings
• Transaction Tab
• Item
• Customer
• Reports
• QSR
• retailcloud chat
• Re-Registering ZeroPOS
• Common Issues

See more