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Client Interaction System in Torgsoft

Client Interaction System

The Client Interaction System — is an additional module in the Torgsoft accounting system that combines customer management, sales, and analytics in a single interface.

Why do you need a customer management program?

Entrepreneurs often keep customer records in notebooks or third-party services, where data gets lost, contacts are duplicated, and no one sees the full history of communication.

You are probably familiar with these situations:

Loss of clients: the manager forgot to call back, and the client went to competitors.
Chaos in orders: it is unclear at what stage the negotiations with the client are: "thinking," "waiting for an invoice," or "already paid."
Information vacuum: when calling, you don't know who it is, what this client bought before, and if they have a debt.
Spam instead of marketing: the manager sends SMS about discounts on smartphones to those who bought an iron from you yesterday.
Lack of control: the owner does not see who communicated with the client and when, what promises were made, and whether payment was made.

When an online store grows, there are many orders, and it is difficult to keep clients in mind, a system is needed that reminds, records, and helps not to lose sales.

What is the «Client Interaction System» in Torgsoft?

The additional option «Client Interaction System»  records every call, purchase, correspondence, and reminder in one program. You see who called, what they bought, and when it is worth contacting them again.

The «Client Interaction System» — is a native module of the Torgsoft ecosystem that does not require complex synchronization: the data is already in the program. The option complements its functionality, contributing to effective work with clients.

For example, the owner of a home appliance store sees in Torgsoft that a client bought a washing machine a year ago. The program reminds them to contact the buyer. The store offers the client a professional descaling agent and gets a repeat sale.

If you already have Torgsoft, you do not need another third-party CRM. Manage accounting and sales in one program.

Who needs the «Client Interaction System»?

Business Type
Why is the option needed?
Online Stores
To work with clients, quickly process orders and calls, generate waybills (TTN), control payment and delivery status in one system.
Retail Chains
To record clients and contacts with them, implement loyalty programs: bonus systems, discount cards, and return buyers to stores.
Service Sector
(repair shops, ateliers, service stations, training centers)
To maintain client bases, record requests, reminders, and issue invoices.
B2B Companies
To automate document flow: send invoices, contracts, commercial proposals, record agreements, have a product and client accounting program in one solution.

Key features of the option

 Segmentation by interests

In Torgsoft, it is possible to form audience preferences and link a group of products to a certain interest. This is useful for creating promotions or personal offers.

How it works: create audience interests and link a group of goods to a specific preference («Fishing», «Children's clothing», «Fitness», etc.). Make targeted mailings (Viber, SMS, E-mail)* to interested clients based on their preferences and purchases.

Client Interests

Benefit: personalized mailings save budget and increase loyalty. For example, a client bought a smartphone — two weeks later they receive a message about a discount on a case. 20% of clients among those interested made a repeat purchase.

*To create mailings, you will need the additional option «Mass mailing via SMS, Viber and e-mail» and a subscription to Turbosms.

 Discipline and reminders

Create notification reminders about invoicing, important communications with buyers, or business partners.

How it works: the text of the message from the client or to the client can be added directly in the «Contact» tab in the «Contacts and reminders» mode. For example: «Call back», «Send Waybill», «Happy Birthday greeting», and more.

Reminders for clients

Benefit: no client will be lost. The owner sees a report in real-time: how many calls the manager made and whether they fulfilled their promises to the client.

A customer accounting program will not help if data is not entered regularly or if employees do not record agreements — discipline is needed.

 Integration with IP-telephony (Binotel)

Connecting Binotel IP-telephony to Torgsoft allows you to monitor manager communication, keep track of sales via phone, form phone number bases, record conversations, and fix missed calls in a single interface.

How it works: when a client calls, a window with client data pops up on the manager's screen. For synchronization with Torgsoft, you need an account in Binotel and an API key for WebSocket.

Binotel call window in Torgsoft

Benefit: the manager sees the entire history of cooperation even before the conversation starts. You can create an invoice in one click right during the call.

 Pre-sale and post-sale surveys

In Torgsoft, there is an opportunity to create and configure customer surveys, visualize answers, and analyze results.

How it works: the manager conducts a survey in the «Realization» window (immediately after the sale) or through the «Client survey system» form — to identify needs before purchase.

Client survey system in Torgsoft

Benefit: you replace guesses with facts. Surveys help identify the client's real needs before the purchase and control the quality of service after.
Videocast: about the survey system, accounting for client interests, working with reminders, and integration with Binotel.

Capabilities of the customer program

«Client Interaction System» in Torgsoft — is a single mechanism where warehouse accounting works in tandem with sales, providing you with a full set of tools for controlling and retaining clients.

Torgsoft unites key processes in business:

Warehouse
Finance
Clients
You see real product stock during the conversation with the client.
The client's purchase history is pulled up automatically.
Reminders, analytics, and team discipline create a predictable sales process and strengthen audience loyalty.

Let's consider the main capabilities of the program in working with clients.

 Client Profile

In Torgsoft, you can conduct daily work with the database, plan marketing events, and process client requests.

How it works: on the form Marketing — Clients, client cards are created — a detailed dossier where personal data (birthday, family composition, interests), contacts, details, delivery address, social networks, discount cards, and available % discount are entered.

How to fill out a client card in Torgsoft

Benefit: you sell in a personalized way, not «blindly». Knowing the specifics of your clients and the history of interactions allows you to make targeted offers (for example, a discount for a child's birthday), which convert into a sale.
Videocast: what is contained in the client card

 Communication History

The program automatically creates a chronology of events: records all calls (via Binotel) and communications in SMS/Viber (via TurboSMS), maintains deal stages, and saves the history of purchases and correspondence with clients.

Benefit: you do not depend on the memory of managers: if an employee quits, the entire history of agreements with the client will remain in the company.

 Smart Marketing

Issue discount cards, maintain individual price lists, set cumulative discounts or a bonus system for clients, launch referral programs for partners, attract new buyers through the «Bring a Friend» program**.

How it works: on the form Marketing — Clients, configure the discount amount for a specific product, for the sum or quantity of goods in the receipt for a certain client base, and define its validity period. Set the type of discount card (cumulative, fixed) or develop your own bonus system via the additional option «Bonus system with expiration date».

How promotions are configured in Torgsoft

Benefit: loyalty programs and personalized service stimulate repeat purchases and strengthen loyalty.

How to configure discounts, bonuses, and change on a card in Torgsoft

Configuring promotions in the store

 Synchronization with logistics

Synchronization with Nova Poshta and Ukrposhta links orders with postal services.

How it works: shipping data is filled in automatically from the client card, and goods can be transferred for shipment directly from the program.

Benefit: no mistakes in surnames or branch numbers. Quick creation of Waybills (TTN). A single client accounting database for physical points and online stores.

 Sales accounting and analysis

Without data analysis, work with clients turns into an archive, not a management system. Torgsoft stores the necessary information about purchases and analyzes purchasing activity.

How it works: analyze buyers by various filters (number of purchases, seasonality, type of product, region, discount cards). The menu «Analysis of buyer activity» will show revenue for a specific user or all clients, the sum of the customer's last receipt, the date of the last contact, and LTV (customer lifetime value).

You can view purchasing activity directly in the client card and in the menu «Analysis of client purchases».

Analysis of buyer activity by various filters

Benefit: The Interaction System in Torgsoft is a tool that turns random purchases into repeat sales.

 Control and security

The Torgsoft accounting program differentiates access rights — everyone sees only their own clients and tasks.

How it works: set user roles and access restrictions both to the client database in general and to any button or column on the form; view reports for each manager; monitor correspondence and calls.

Benefit: you minimize the risk of data leakage and get a transparent picture of the team's work.

Online stores use the «Trade with invoice issuance» mode for selling goods. The main work takes place there: creating a commercial proposal → sending an invoice → creating a waybill → linking payment → sending documents. In this mode, you can immediately open a client card and view all information about them.

How to get the most out of the client accounting system: 5 golden rules

The tool works if you use it. These simple habits will turn your contact database into a source of stable profit.

1
Start the day with «Reminders»
What to do: when Torgsoft starts, the program automatically shows a list of incomplete tasks. Do not close this window until you process overdue contacts.
Why it is important: clients forgive mistakes, but not indifference. If you promised to call back on Tuesday, the system will not let you forget about it.
2
Fill out the client card 100% immediately
What to do: train managers to enter not only the name but also the delivery address, TIN, and date of birth during the first conversation.
Why it is important: this is an investment of time. Next time, the Waybill (TTN) or invoice will be filled in automatically. You save 3-5 minutes on each order.
3
Logical offers instead of spam
What to do: use the «Interest» filter. If a client bought a smartphone, send an offer for headphones, not smartphones.
Why it is important: mass mailings are annoying. A personalized offer is perceived as care and increases sales.
4
Implement post-sales service (NPS)
What to do: use the survey module. Call the client a week after the purchase with a ready script: «Did the size fit?», «Are you satisfied with the quality?». Torgsoft will save the answers and build a satisfaction chart.
Why it is important: this is the best way to return a client and prevent negative reviews on the Internet.
5
Control the deal status
What to do: assign a category to each contact: «Thinking», «Waiting for salary», «Ready to buy». Periodically check the contact history.
Why it is important: you will see the real sales funnel and notice if a manager «abandoned» a promising client.

Technical requirements

What is needed to implement a CRM system with Torgsoft:

Torgsoft license Ultra or Terminal.
For call accounting with IP-telephony — a Binotel account.

Additional options to expand functionality:

Mass mailing (SMS, Viber, E-mail) for creating message templates and sending newsletters.
Synchronization with online store for importing orders into Torgsoft.
Synchronization with Nova Poshta and Ukrposhta.
Gift certificates to attract new clients to the store.
Bonus system with expiration date for accruing and writing off bonuses to clients.
Program Bring a friend to increase the loyalty of existing and attract new clients.
ℹ️ Why is the payment annual? The option requires constant support and changes for external services. Annual payment is a guarantee that the service will be supported.  Price – for 1 year.

The client interaction system in Torgsoft — is not just a database, it is your asset. The option transforms random contacts into loyal buyers, and manual management — into a predictable and manageable business process.

Get full control over sales

Activate the «Client Interaction System» option

Torgsoft gives a 30-day free trial period.  Check how systematic work with the database increases repeat sales. 

Frequently asked questions about the option

How to protect the database from theft by employees? +
Torgsoft has a flexible access rights system. You can forbid managers from exporting data to Excel, restrict the visibility of other people's clients, or hide phone numbers. The employee will be able to work but will not be able to "leak" the base to competitors.
Can I transfer an existing client base from Excel? +
Yes, the program has an import function. If you kept records in Excel or Google Sheets, you can upload the list of clients with contacts into Torgsoft in a few minutes and start working with them immediately.
What happens to the data if I don't renew the subscription after a year? +
Your data will not disappear. The entire purchase history and client profiles are stored locally in your database. If you do not renew your subscription, you will only lose access to CRM functions (reminders, pop-ups, analytics), but the information itself will remain with you.
Do I need to pay separately for each SMS message? +
Yes, the CRM option allows you to segment the database and form mailing lists. The sending of messages itself is paid according to the tariffs of the TurboSMS service, which is integrated into the program.
Can I use CRM without IP-telephony? +
Yes, you can maintain a client base, purchase history, reminders, and mailings. Telephony is needed only for automatic number identification and call recording.
Is it difficult to train staff? +
The main thing is discipline. If an employee knows how to issue an invoice in Torgsoft, they will be able to run the CRM as well. We provide educational video materials.
How will this help if I sell by myself? +
You will free your head from the need to remember everything. The program will remind you who you promised to send a photo of the product or an invoice to.

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