Feature Deep Dive — Advanced Customer Relationship Management (CRM)
TVI Advanced CRM: Customer, Vendor & Member Management — Key advantages
- 360° Unified Record: Transactions, notes, tasks, documents, and custom fields in one place.
- Instant Context: POS sales, returns, invoices, receipts, and membership status appear on the contact timeline.
- Purchase Behavior Insights: Detailed buying patterns, frequency analysis, and seasonal trends for targeted marketing.
- Relationship-Aware: Households, parent/child companies, and multi-contact organizations modeled cleanly.
- Operationally Linked: Every interaction ties back to inventory, COGS, and financials—no siloed lists.
- Automated Workflows: Trigger actions based on purchase amounts, visit frequency, or membership milestones.
- Credit & Loyalty Management: Built-in customer credit tracking, loyalty points, and rewards program integration.
- Advanced Segmentation: Group contacts by profitability, geographic location, purchase categories, or custom criteria.
- Faster Action: Saved views and segment filters help teams prioritize the right people at the right time.
TVI’s Advanced Contact Management is more than a CRM — it’s a fully integrated relationship hub. Connect customer, vendor, and member data directly with sales, inventory, and accounting
Powerful CRM Features That Go Beyond Basic Contact Management
Understand & Connect Like Never Before — Relationships That Reflect the Real World
Model households, corporate accounts, and multi-contact organizations without workarounds. Link decision makers, purchasers, and users so sales, service, and accounting always know who’s who.
- Customer Information Management: Track contact details, purchase history, preferences, communication logs, payment terms, and credit limits. Associate customer records directly with invoices and sales orders.
- Vendor Information Management: Centralize supplier data, contact persons, product associations, purchase history, payment terms, and performance notes. Link vendors directly to inventory items and purchase orders.
- Households & Families: Group related contacts for shared purchases and communications.
- Corporate Hierarchies: Parent/child accounts, sites/locations, and role tagging (owner, billing, purchaser).
- Vendor & Partner Records: Connect price lists, terms, and performance to the vendor contact.
- Clear Handoffs: Service tickets, sales orders, and invoices link to the exact contact and account.
Private Clubs & Membership Solutions →
Segmentation, Campaigns & Automation — Sophisticated Relationship Mapping
Target the right people with segments that update themselves. Filter by recency/frequency/spend (RFM), items purchased, location, membership tier, lifecycle stage, and more — then launch campaigns and automations that post measurable results back to TVI.
- Parent-Child Relationships: Link related contacts such as families, organizations with branches, or main client contacts with associated staff. View data individually or as rolled-up reports.
- Employer-Employee Relationships: Manage corporate accounts by associating staff purchases or activity with their employer profile. Perfect for B2B operations and membership-based billing.
- Dynamic Segments: Save filters (RFM, items, categories, locations, tiers, tags).
- Right-Time Outreach: Automate reminders for reorders, renewals, and service intervals.
- Offer & Coupon Tracking: Attribute redemptions and revenue through POS activity.
- Tasking & Follow-Ups: Assign next steps to sales/service with due dates and notifications.
- Performance Feedback: See which segments and offers drive lift and mstreamlined-point-of-saleargin.
Flexible Categorization & Custom Tracking — Memberships & Recurring Billing
Manage tiers, benefits, renewals, and recurring payments in a member-centric workflow. TVI links membership status to POS and Accounting, so benefits apply accurately and revenue is recognized cleanly.
- Unlimited User-Defined Categories: Create custom tags such as VIP Customer, Local Supplier, Newsletter Subscriber, Member “Tier A” and use them for segmentation, reporting, or workflows.
- User-Defined Information Fields: Add your own text, numeric, date, or dropdown fields to capture unique attributes like Dietary Restrictions, Contract Renewal Dates, or Owned Equipment Serial Numbers.
- Tiered Programs: Family, corporate, or individual tiers with configurable benefits.
- Automated Renewals: Reminders, grace periods, and recurring billing.
- POS-Aware Perks: Discounts/privileges applied at the till based on live status.
- Revenue Alignment: Membership charges post to AR, renewals reconcile to cash, and reports stay audit-ready.
- Defection Signals: Identify lapsing members and trigger win-back outreach.
Service & Vendor Management in One Place With Integrated & Powerful Search
Never lose time digging through spreadsheets again. TVI’s advanced search functionality cuts through complexity, letting you find exactly what you need in seconds.
- Jobs/Tickets On The Timeline: See service history alongside purchases and invoices.
- SLA & Reminders: Due dates for Service Level Agreements and follow-ups keep work moving.
- Vendor Ties To AP: Price lists, terms, and delivery performance inform purchasing.
- Parts & Returns: Serialized items and RMAs (Return Merchandise Authorization) tie back to vendors and customers.
- Powerful Search: Filter across standard fields (name, company, email, phone).
- Custom Filters: Segment by user-defined categories, tags or fields.
- Search By Records: Locate contacts via linked invoices, payments, or purchase history.
- Instantly Connect: Link customers with inventory and sales transactions.
Reporting & Customer Intelligence
Turn contact data into action with cohorts, repeat rate, LTV (Customer Lifetime Value), churn risk, and campaign ROI views—grounded in live POS, Inventory, and Accounting data.
- Cohort & Repeat Purchase: Measure retention by time window or offer.
- LTV & Margin By Segment: See value beyond top-line revenue.
- Churn & Renewal Risk: Spot declining frequency and expiring memberships.
- Attribution You Can Trust: Tie emails/offers to scanned redemptions and sales.
- Export/BI-Ready: Share insights while TVI remains the system of record.
Security, Permissions & Privacy Preferences
Our data privacy features can record customer communication preferences, honor opt-out requests, and maintain GDPR (General Data Protection Regulation) compliance across all departments, helping you build trust while avoiding potentially costly regulatory penalties.
- Least-Privilege Roles: Limit who sees financials, PII (Personally Identifiable Information), and vendor terms.
- Approvals & Logs: Time-stamped changes and permissioned overrides.
- Preference Tracking: Honor opt-outs and communication choices consistently.
- Multi-Location Control: Centralize user management and policy enforcement.
CRM Data Integrations & API
Leverage our robust API endpoints and real-time webhooks to automate downstream processes, trigger workflows, and maintain data synchronization across your entire tech stack safely and efficiently. This flexible integration approach ensures your existing software investments continue delivering value while TVI serves as the single source of truth for your core business operations.
- API Endpoints: Read/write contacts, segments, memberships, and activities where appropriate.
- Webhooks: Trigger on events (new sale, renewal, lapsed, ticket created).
- Custom Fields: Capture attributes unique to your business.
- Change Without Chaos: Evolve campaigns and tools without re-platforming.
How TVI Contact Management Integrates with Your Business
This comprehensive contact management system captures the complete customer journey — from initial inquiry through repeat purchases — while connecting directly to your inventory, accounting, and sales processes. The result is enhanced customer insights, improved service delivery, and the operational efficiency that comes from having all customer data flowing through one centralized business management platform.
- Accounting: Customer & vendor data flows directly into AR/AP for invoices, payments, and bills.
- POS (Point Of Sale): Sales transactions automatically link to customer records for loyalty tracking.
- Inventory: Vendors connect directly to product records for purchasing and replenishment.
We’ve answered the most common questions business owners ask. These FAQs give you a clear picture of how TVI streamlines relationship management while integrating seamlessly with your accounting, POS, and inventory systems
Frequently Asked Questions About Advanced Contact Management in TVI
Teams adopt TVI CRM to lift repeat revenue, increase renewals, and shorten response times — with clean handoffs to POS, Inventory, and Accounting. Highlights we hear:
What Our Clients Say About TVI’s Contact Management
“ Finally everything is at my fingertips! Customers, suppliers, sales, inventory, accounting, and anything else I need in one organized system.”
“ We finally target by behavior, not gut.”
“ Renewals are on autopilot and correctly priced!”
“ Promo controls stopped the leak without killing flexibility.
