Customer Records and Occasion Reminders for Florists

The florist CRM keeps each customer’s past orders, preferences, delivery addresses and occasion dates. Reminders go out a few days before a recurring date so the customer can order in time.

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What is kept on each customer

Earlier orders

Every order is listed with its date, arrangement and amount, and the counter reads the list while the customer is still choosing what to buy.

Occasion dates

Birthdays, anniversaries and name days are stored against the customer. They come round every year.

Preferences

Flower dislikes, wrapping choices and allergies are noted on the record, so the same small details are not asked about again at every order.

Delivery addresses

Home, relatives’ addresses and office are saved once and offered again on the next order. Nothing is retyped on a busy morning.

Spend over a year

Yearly spend shows which customers are worth a phone call before a festival, and which ones order only once in a while.

Reminders before the date

Customers with an occasion coming up appear on a list for the counter. A message goes out three or four days ahead, so the order can still be placed. The channel is set per customer.

Lists the CRM produces

Occasions falling in the coming month, with last year’s order beside each
Regulars who have stopped coming in
Customers who order for several different people
Whom to ring before Valentine’s week, ranked by yearly spend

Frequency of messages

Reminders are tied to dates the customer has given. How often anything else is sent is the shop’s decision. Fewer messages get read more often, and no setting enforces that restraint for you.

FAQ

Frequently asked questions

Where do the occasion dates come from?

Mostly from the orders themselves. A customer who orders for an anniversary has given the date, and it is saved against the record. Dates already kept in a diary or a phone are imported at go-live.

Can the counter see a customer’s history while billing?

Yes. Entering the phone number brings up past orders and preferences before the bill is made, so staff can use them during the sale.

How do reminders reach the customer?

By WhatsApp, SMS or email, as recorded for that customer. The channel sits on the record. Counter staff do not pick it each time.

Can our existing phone contacts be imported?

Yes, from a phone export or an Excel sheet, along with any occasion dates noted against a name. Duplicate entries are cleaned before go-live.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.