Stratamize

Stratamize CRM

Know every customer — and everything they’ve bought.

Most CRMs are a pile of typed-in notes that go stale the moment someone forgets to log a sale. Stratamize CRM is wired straight to your POS and invoicing, so each record reflects real transactions — what they ordered, what they paid, and what they owe — without anyone updating a spreadsheet.

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Included in every Stratamize plan · one brand, one login

What you get

A record that stays true on its own.

Three things every growing business needs from a CRM — and the reason a connected one beats a standalone tool every time.

01 · One record

One unified customer record

Contact details, order history, payment status, and notes live on a single timeline. Because the CRM shares one database with your POS and invoicing, every sale and every payment lands on the record automatically — no double entry, no reconciling two systems.

Linked to POS and payment activity

02 · Pipeline

A pipeline you actually keep updated

Drag deals through stages you define — from first contact to won. Because closing a deal can ring it up at the POS or send an invoice in the same click, the board reflects what really happened instead of what someone remembered to move. No more dead pipelines nobody trusts.

Stages you define, kept honest by real sales

03 · Automations

Follow-ups that send themselves

Set a rule once — a thank-you after a first order, a nudge when an invoice goes past due, a check-in when a regular hasn’t come back in 60 days — and Stratamize sends it for you by email or text. The customer hears from you on time, every time, without a sticky note.

Email and text, triggered by real activity

Works together

Made for your POS and invoicing.

The CRM is one corner of a single system. The same customer, order, and payment data flows through everything you run.

Point of sale → POS

  • Every checkout lands on the customer record automatically
  • Ring up a deal straight from the pipeline
  • Card and in-person payments, one branded receipt
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Invoicing → Invoicing

  • Send an invoice from any contact in two clicks
  • Paid status updates the record the moment money lands
  • Past-due reminders fire from your CRM automations
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Questions

CRM, answered.

The things merchants ask before they switch.

Is the CRM a separate add-on, or included?
It’s included in every Stratamize plan. The CRM, POS, and invoicing share one login and one customer database — you don’t buy or wire up three separate tools.
How does my customer data get in?
You can import your existing contacts from a spreadsheet to start. After that, the record updates itself: every sale at the POS and every invoice you send attaches to the right customer automatically, so the data stays current without manual entry.
Can I send emails and texts to customers?
Yes. You can message a customer directly from their record, or set automations that send a thank-you, a past-due reminder, or a win-back message on their own — triggered by real order and payment activity.
What does the pipeline do that a notes app doesn’t?
The pipeline tracks deals through stages you define and ties each one to the customer’s real order and payment history. Closing a deal can ring it up or invoice it in the same click, so the board reflects what actually happened instead of what someone remembered to update.

One system · your brand

Put every customer on one record.

Get started in minutes and run your CRM, POS, and invoicing under one brand and one login — no contact-sales wall.

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