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CUSTOMERS & GUESTS

Same customer.
Online and in-store.
One record.

Live segments, loyalty, and email/SMS: built into the system. No CSV exports. No Klaviyo bill.

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In the app

What Kotao CRM does, day to day.

Kotao CRM Live
  • Live segments
  • Email + SMS native
  • Loyalty included
Synced with your workspace 04 / 11
  1. 01

    ONE PROFILE

    LTV, orders, tickets. Together.

    Every order from POS or web, every support ticket, every campaign attaches to one customer profile. No stitching.

  2. 02

    LIVE SEGMENTS

    Not exported. Live.

    Define a segment once; it updates as orders and behaviour change. Trigger campaigns from a state, not a snapshot.

  3. 03

    LOYALTY

    Points, tiers, rewards built-in.

    Configure a program in minutes. No second login, no extra app, no margin handed to a third party.

In operation

Kotao CRM is not a disconnected module.

The app sits inside the shared Kotao workspace. That is the difference between adding one more tool and running the daily workflow on an operating system.

  • Every action writes back to the same operating record instead of collecting data for later exports.

  • Roles, permissions, and audit logs stay connected to the rest of the workspace.

  • Reporting, CRM, payments, and website surfaces see the change without a team checking CSVs.

Rollout

From pain point to standard process.

Kotao does not need to be switched on all at once. Most teams start with the workflow that costs the most time today, then expand after the team trusts it.

  1. 01

    Map the workflow

    Start with the way the team works today: who touches it, which data is missing, and which systems still need to connect.

  2. 02

    Shape the record

    Products, customers, roles, bookings, and payments are modelled so other Kotao apps can use the same source of truth.

  3. 03

    Launch a pilot

    One location, one team, or one clear process goes live first so operators see production behavior, not a demo script.

  4. 04

    Expand the surface

    Once the core workflow is stable, more locations, apps, automations, and reports can be switched on without re-importing data.

0

Apps to wire up.

Connected apps

What starts working around it.

Once this workflow is live, adjacent apps can use the same customers, products, payments, and permissions.

Run the till. Run the books. Run the team.

POS, bookings, payments, inventory, payroll, website, reporting. One product. One bill. No plugin chain to maintain.

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