Marketing at Torgsoft: a full range of opportunities to attract, retain and control sales

Marketing in small and medium-sized businesses is not about “promotions for the sake of promotions”. It is daily work with customers, discounts, calls, repeat sales, and staff mistakes. When these processes are spread across different spreadsheets, messengers, and employees’ heads, the owner loses control: it becomes unclear what works, who promised what to the customer, and how much money marketing actually brings.

In Torgsoft, marketing is built into the accounting system. This means that all actions — from a discount at the ECR to an SMS campaign or a partner reward — are linked to real sales, products, and customers. You see not just “activity”, but a concrete result: who bought, why they bought, how much profit it brought, and where the business loses money due to mistakes or abuse.

Below is the full list of Torgsoft marketing capabilities. It shows how the system helps attract customers, bring them back without chaotic discounts, manage loyalty, automate promotions, and keep control in the owner’s hands. These are not separate “features”, but a single marketing logic that fits into your real business and removes unnecessary uncertainty.

1. Customer base management (CRM)

Customer base management in Torgsoft solves the problem of losing control over customers. When data is scattered between salespeople, notebooks, and staff memory, the business loses repeat sales, gets confused in VIP customer debts, and creates conflicts out of nothing. CRM gathers all customer information in one place: purchases, interests, agreements, debts, and service specifics. As a result, the salesperson works more confidently, the customer receives consistent service, and the owner sees the real picture without depending on “irreplaceable” employees.

Customer card

The customer card stores personal and contact data: full name, contacts, date of birth, gender, and links to social networks. You can also keep family details (including children) for personalized discount conditions and greetings.

Interest system

An additional option allows you to automatically or manually record which product categories interest the customer based on purchases. This is used for personalized promotions and targeted campaigns by interest.

Contacts and reminders

CRM records interactions with the customer (calls, invoices, promises) and allows you to create reminders. Reminders appear when the program starts on the required day so the manager does not miss an important call, payment, or shipment.

VIP customers (3 operating modes)

Three modes of working with VIP customers are available:

• selling goods on credit;

• tracking goods-and-cash balance;

• partial payment with item-level breakdown (maximum detail).

“Attention” flags and comments

In the customer card you can set an “Attention” flag (exclamation mark) and add comments about service specifics or previous incidents. This reduces the risk of repeated conflicts and standardizes service.

Duplicate control, merging, and card cleanup

• The system warns if a manager tries to create a customer with an existing phone number (CRM “garbage” control).

• If a customer/family has several cards, they can be merged into one while preserving history and summing bonuses/discounts; duplicates are removed.

• You can “clean” a card: remove owner data and purchase history but keep the barcode for reissue.

2. Communications and verification

Customer communications often break down over small things: a missed call, an anonymous message, or bonuses written off “somewhere”. As a result, inquiries do not turn into sales, customers do not understand why they are contacted, and the owner cannot be sure that loyalty works fairly. In Torgsoft, calls, messages, and action confirmations are combined into one process: during a call the manager sees the customer history, campaigns are automatically personalized, and bonuses are deducted only with confirmation. This provides predictable service for the customer and reliable control for the business.

Binotel synchronization

Integration with Binotel helps process incoming calls: during a call, a window opens with customer data, their purchases, and debts. This speeds up service and increases conversion from inquiries to sales.

Bulk messaging (SMS / Viber / e-mail)

Torgsoft supports bulk messaging directly from the program. Templates with variables (for example, the customer’s name or bonus amount) are available so messages are personalized.

Advanced Viber campaigns

In addition to text, Viber messages can include images, links, and clickable buttons; the system tracks deliveries, opens, and clicks.

SMS verification (loyalty security)

SMS verification allows you to:

• identify a customer by phone if they forgot their card;

• confirm bonus redemption with an SMS code to prevent fraud by staff or third parties.

Multilingual campaigns

You can set the communication language in the customer card, and during bulk messaging the system will substitute the appropriate language template for each recipient.

SMS transliteration to save budget

There is an option for automatic transliteration from Cyrillic to Latin to increase the character limit of one SMS (the typical practical effect is lower cost for the same amount of content).

3. Loyalty programs and discounts

Discounts and bonuses often turn into chaos: salespeople get confused about the conditions, customers do not understand why points were credited, and the owner cannot see where this really stimulates sales and where it simply eats margin. In Torgsoft, loyalty programs work by clear rules: the system calculates thresholds, accrues and redeems bonuses, considers the trade format, and prevents conditions from conflicting with each other. As a result, discounts become a controlled tool for customer retention instead of a source of confusion and uncontrolled losses.

Types of discounts

Supported:

• fixed;

• one-time (for a single purchase);

• accumulative (automatic transition to a new threshold when the purchase amount is reached).

Bonus system (including expiration)

Bonuses are accrued in points that can be used for full or partial payment. The “Bonuses with expiration” option automatically removes unused points and notifies the customer.

“Change to the card”

Instead of giving small change in cash, it can be credited to the customer’s bonus account. This speeds up service and encourages a repeat visit.

Trade type priority (prices/conditions)

You can set priority: which price/condition is more important — assigned to the accounting center (store/location) or specified in the VIP customer card. This matters for businesses that run both retail and wholesale.

Accumulative program “accelerators”

You can add conditions when the purchase of a specific product automatically moves the customer to a new accumulative discount threshold or includes them in a separate promotion.

Gift certificates (3 modes)

Certificates can work:

• as money;

• as a product;

• as a deferred discount.
  They can be issued, sold, accepted as payment, and reissued after use.

“As a product” certificates with inventory tracking

Certificates of the “as a product” type are actually received into inventory, shown in stock balances, included in stocktaking, and can be sold through a fiscal registrar like a regular item.

4. Sales stimulation and promotions

Promotions are often launched at random: “we made a discount — let’s see what happens”. As a result, salespeople get confused about the conditions, customers do not understand the rules, and the owner does not know whether the promotion made money or simply reduced the margin. In Torgsoft, promotions work as a managed tool: conditions are set clearly, applied automatically at the ECR, and can be linked to a specific product, time, or acquisition channel. Before launch you see the forecasted effect, after — the real result. This allows you to stimulate sales without chaos and make decisions based on numbers, not feelings.

Promotion builder (flexible conditions)

The builder allows you to configure complex mechanics:

• discount on the second item;

• discounts for a specific time or days (“Happy Hours”);

• promotions for a product group or manufacturer;

• conditions based on quantity, receipt total, or the “cheapest item in the basket”;

• discounts on the 2nd/3rd/next item in the receipt, etc.

“Bring a friend” (two-level mechanics)

Two-level scheme: the referrer receives bonuses for the recommendation, and the new customer gets a discount via a promo code.

Birthday and “anniversary customer” discounts

• Automatic discounts/bonuses for birthdays (for the customer or family members).

• The “anniversary customer” can work like a lottery: an automatic discount for every Nth buyer.

Audio accompaniment for promotions

Certain events (for example, an “anniversary customer” or a Birthday) can be accompanied by a festive audio file at the ECR.

Control barcodes / coupons / promo codes

Promotions can be activated by scanning a promo code (flyer, campaign), so you can clearly track the effectiveness of a specific acquisition channel.

Product bundles (sets)

You can create bundles (sets) at a special price lower than the total of the individual items. Bundles can be assembled automatically at sale or allow disassembly.

Pre-order and reservation

You can sell a product that is not yet in stock at a special price, record the payment, and place the item in reserve (including “hard reserve”) until it arrives.

Revenue / promotion effectiveness forecast

When creating a promotion, you can view the list of items that fall under the conditions and see a forecast analysis of effectiveness and revenue.

5. Analytics and feedback

Without analytics, marketing and sales look like a black box: people come in, buy or do not buy, promotions run, but it is hard to understand the reason for the result. In Torgsoft, data is collected directly during store operations — at the ECR, in calls, in bonuses and discounts. You see where customers come from, how many of them become buyers, which promotions actually generate profit, and where money is lost after recalculating cost. This allows you to make decisions based on facts, not guesses, and quickly fix weak points in sales and service.

Customer surveys

The survey system allows you to collect data:

• before payment (a question window for the cashier, for example “How did you hear about us?”);

• after the sale (post-sale calls to assess quality).

Visitor counting and conversion

Integration with counters allows you to count visitors, analyze conversion (visitors → buyers), and promotion effectiveness. Reports are available that match foot traffic with real receipts (including 3D sales intensity charts).

Analytical reports on loyalty and communications

The system generates reports on:

• customer activity;

• bonus movement;

• effectiveness of bulk campaigns;

• use of discounts by employees (discount audit).

Lost call analysis (Binotel)

In the call log you can see missed calls (when no operator answered) so you can call back and not lose “hot” inquiries.

Cost recalculation after promotions

After mass promotions, the system allows you to automatically recalculate the cost of goods that participated in the sale to correctly calculate net profit.

6. Wholesale and partner policy

Wholesale and partners quickly complicate the business: different prices, verbal agreements, agent commissions, and constant questions of “who owes how much”. Without a system this leads to pricing errors, margin loss, and conflicts with partners. In Torgsoft, wholesale and partner policy is fixed in rules: prices change automatically by quantity, discounts are tied to manufacturers, and settlements with intermediaries are transparent. The owner sees the real picture for each partner and channel and can scale sales without manual control of every deal.

Wholesale price policy and automatic thresholds

The system supports automatic switching to another price depending on the quantity of goods in the receipt (for example, from 10 units, from 100 units).

Individual manufacturer discounts for wholesale

For large wholesale customers, you can set a separate discount percentage for products of a specific manufacturer.

Regional and currency price lists

You can create different price offers for branches/regions and price lists in different currencies. Such price lists can be exported to Excel or HTML for partners.

Intermediaries (dealers/agents) and settlements

The “Intermediary” mode allows you to:

• sell goods to an intermediary at a discount for resale;

• pay a commission if the sale goes to the intermediary’s customer;

• maintain a balance with intermediaries (goods-and-cash accounting, payments, invoices).

Referral tracking of partners and recommendations

An additional option allows you to track which partner brought the customer and analyze the effectiveness of such channels.

Cash-out of bonuses

For partner programs (including “Bring a Friend”), there is an option to convert accumulated points into real money and pay them out through the ECR.

7. Physical marketing and printed materials

Offline marketing often exists separately from accounting: forms are filled out manually, cards are issued “however it works out”, promo codes are not tied to customers, and the results of such actions are hard to measure. In Torgsoft, printed materials become part of the system: forms go straight into CRM, cards have unique barcodes, and promo codes can be tracked by specific campaigns. This allows you to work with physical media as controllably as digital channels, without data loss and ECR chaos.

Printing customer forms

Built-in form templates (standard and “with children”) are available for collecting data when issuing discount cards.

Printing envelopes, labels, and addresses

You can print customer addresses on envelopes for postal mailings and print promo codes on labels for flyers.

Unique barcodes and card numbering

You can set your own card numbering, and the system will generate a correct barcode for scanner reading.

8. Additional technical features and risk control

As a business grows, risks appear not in marketing but in details: the system starts to slow down, salespeople may sell below cost, and VIP customer debts accumulate unnoticed. In Torgsoft, these things are handled by separate control mechanisms: large databases run fast, critical sales require confirmation, and overdue debts are visible right at the ECR. This allows you to scale without surprises and keep financial risks under control, even when the owner is not present at the point of sale.

Simplified display mode for large databases

For large customer databases, there is a mode that hides complex calculations (bonus amounts, purchases, returns) in the general list to improve performance.

Protection against selling below cost

You can:

• prohibit selling below cost even during promotions;

• set up owner confirmation for such transactions.

Overdue VIP customer debt control

When scanning a VIP card, the system can highlight overdue sales by payment term so the salesperson sees the need for debt settlement.

9. Logistics integration in the CRM context

Delivery often falls out of the CRM field of view: customers are created separately, addresses are entered manually each time, managers make mistakes in data, and repeat shipments take extra time. In Torgsoft, logistics is automatically linked to the customer base: you can create a customer simply by entering the TTN number, and all delivery addresses are stored in history and substituted into documents without manual entry. This reduces errors, speeds up order processing, and makes delivery part of a controlled process rather than a separate business “pain”.

Creating a customer by TTN number

You can add a customer to the database by entering a TTN number: if the sender’s data exists in the logistics service, it will be pulled into the card.

Delivery address history

The CRM profile stores a history of delivery addresses (streets, Nova Poshta branches, or Ukrposhta), so repeat shipments are processed faster with automatic data substitution into the delivery note.

Marketing in Torgsoft is not a set of separate tools but a single system tied to real sales, customers, and money. All actions — from a discount at the ECR to a campaign or partner reward — work by rules, are recorded in accounting, and produce measurable results. This allows the Sole Proprietorship owner to manage customer acquisition and retention without chaos, with risk control and a clear understanding of what brings profit.

In short: what marketing in Torgsoft delivers

• order in the customer base and consistent service;

• controlled discounts and bonuses without “eating” margin;

• promotions with forecasts and real result calculation;

• protection against staff mistakes and abuse;

• analytics you can rely on for decisions;

• the ability to scale the business without manual control.

If you do not want to cover everything at once, it is worth starting with a minimal set that gives quick results and control:

• CRM + customer card — so the database does not depend on salespeople.

• One simple loyalty program (accumulative or bonus-based).

• SMS verification of bonuses — immediately closes the security issue.

• 1–2 basic promotions (for example, a birthday or “second item cheaper”).

• Key reports: sales, bonuses, promotion effectiveness.

Everything else — wholesale, partners, complex mechanics, conversion analytics — is added gradually as the business grows. Torgsoft allows you to start simple and add tools without rebuilding processes.

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