Customer Profile and Binotel Calls — is an additional Torgsoft option that keeps the history of purchases and customer interests, adds reminders, and shows the customer profile on the screen during a call via Binotel telephony. In the program, this function is called «Customer Interaction System».
The option is useful for online stores, retail chains, service businesses, and B2B companies where managers communicate with customers by phone every day. It solves common pain points: a forgotten call and a lost buyer, an unclear status of an agreement, impersonal mailings «to everyone at once», and lack of control over managers’ work. This is not a third-party CRM — the data is already in your accounting program, so there is nothing to synchronize.
As a result, you see who is calling, what the person bought before, and when it is worth contacting them again. The contact history remains in the company even after staff changes, and customers’ interests become the basis for personal offers. The option works on Torgsoft Ultra and Terminal licenses. The license is valid for 1 year.
The entire customer history — in one program
Customer profile, interests based on purchases, reminders, and Binotel calls work together with Torgsoft warehouse and sales.
What a customer accounting program in Torgsoft is
«Customer Profile and Binotel Calls» is an add-on to the Torgsoft customer database that turns scattered contacts into a manageable process. The program stores purchase history, records contacts, notes, calls, and reminders, and shows customer data directly in the incoming call window. The customer card, sales, and warehouse are already in one system, so you do not need a separate CRM.
Basic concepts
Customer profile
A dossier in the Marketing — Customers menu: contacts, details, interests, purchase and call history.
Interests
A preference directory, for example «Fishing», «Children’s clothing», linked to product types.
Reminders
A dated task that appears when the program starts until you mark it as completed.
Binotel call window
Pops up during an incoming or outgoing call and shows the customer profile and history.
Call log
A complete list of calls synchronized with the Binotel server, with filters and a missed-call mark.
Segmentation
Customer selection by interests for targeted campaigns and personal offers.
Who this option is for
Online stores
Process orders and calls, see invoices, delivery notes, and customer purchases, and keep the history of contacts, calls, and notes in one system.
Retail chains
Record customers and contacts with them, run loyalty programs, and bring buyers back to stores.
Service businesses
Repair shops, ateliers, car service stations, training centers — maintain databases, record requests, and manage reminders.
B2B companies
Send invoices and commercial offers, record agreements, and open documents directly from the call.
Who does not need it. If you have one or two customers per week, no phone sales, and do not maintain a customer database, Torgsoft’s basic functionality will be enough. The option reveals its value where there are many customers and keeping agreements in your head is no longer possible.
When to connect it immediately
- many incoming and outgoing calls every day;
- there is a sales department or several rotating sellers;
- repeat sales and personal offers are important to you;
- you need control over whether managers keep promises made to customers.
What tasks the option solves
What it looks like before and after
Before
Agreements on scraps of paper, conversation history in different messengers, and during a call — an attempt to remember who this is. Mailings are the same for everyone, and some leads are simply forgotten.
After
The customer profile appears on the screen with the call, reminders do not let promises be forgotten, and offers are sent according to real interests. The entire history is in one program.
How it works: 5 steps
Activate the option. Settings — Parameters — Additional options — Customer Interaction System. Interests and reminders will appear in the Marketing menu.
Create interests. In Marketing — Interests, add preferences, for example «Sports», and link them to product types from your assortment.
Fill in interests based on purchases. In Marketing — Customers, click «Fill in interests based on purchases» — the program will assign preferences according to sales history.
Set up reminders. In the «Contact» window (Marketing — Contacts and reminders), enable the «Reminder» switch and specify the date — the task will appear on the required day.
Connect Binotel. Enter the API and WebSocket keys received from Binotel technical support and set user parameters using the «Set Binotel settings» button (Settings — Users).
Important. The call log is synchronized with the Binotel server: even if Torgsoft was turned off, calls will be loaded at the next launch. Loading calls for downtime works only after your IP address is added to the whitelist — this is configured through Binotel technical support.
Test it on your own database
Torgsoft provides a free 30-day trial period. See how systematic customer work helps with repeat sales.
Option capabilities
The customer card itself, VIP statuses, access rights, and the survey system are basic Torgsoft functionality. The option adds interests, reminders, Binotel calls, and filtering by interests in surveys to them.
Scenarios by niche
Home appliance store
A customer bought a washing machine a year ago. A reminder suggests contacting them, and an offer for descaling product based on interest turns into a repeat sale.
Online clothing store
A Binotel call opens a profile with sizes and previous purchases. The manager immediately sees stock balances and issues an invoice without leaving the conversation window.
Service center
A request is recorded as a contact, a reminder keeps work deadlines under control, and the history remains in the database even if the receptionist changes.
Example
The example is illustrative. A pet store enabled interests and marked product types by preferences: «Dogs», «Cats», «Aquarium». After clicking «Fill in interests based on purchases», the database automatically split according to who bought what.
Before a seasonal campaign for cat food, the seller filtered only cat owners and made a targeted mailing through a separate mass mailing option. Instead of advertising «to everyone at once», the offer was received only by interested customers, and reminders controlled feedback from those who did not respond immediately.
Which options and equipment it works with
- Mass mailings to customers. SMS, Viber, and e-mail mailings by segments collected by interests. A subscription to the mailing service is required.
- Bonuses with a limited validity period. Encourage customers to return: bonuses «expire» within a specified period.
- Discount club and gift certificates. Loyalty programs for repeat sales.
- The «Bring a friend» promotion. A referral campaign for attracting new buyers.
- Synchronization with an online store. Import orders into Torgsoft for further work with the customer.
- Integration with Nova Post and Ukrposhta. Shipping data is pulled from the customer card.
- Binotel account. IP telephony service; API and WebSocket keys are issued by its technical support.
- Softphone. For outgoing calls from Torgsoft, for example eyeBeam.
Comprehensive automation. Together with mailings, loyalty, and postal logistics, the option closes the full cycle: from the first call and customer profile to repeat sale and delivery in one accounting program.
Video about working with customers
A series of videos about the customer card, discounts and bonuses, VIP customers, promotions, certificates, and integration with Binotel. Expand the required part.
Part 1. Customer card
Part 2. Types of discounts, time-limited bonuses, and balance to card
Part 3. VIP customers, anniversary discounts, and «Bring a friend»
Part 4. Setting up promotions in the store (1)
Part 5. Setting up promotions in the store (2)
Part 6. SMS verification, gift certificates
Part 7. Surveys, interests, reminders, and Binotel
Price and connection terms
- Licenses. Torgsoft Ultra or Terminal. The option is not available in the Start license.
- Connection. Purchased for each workplace for Ultra or one per server for Terminal. Annual payment.
- Version. Available from Torgsoft® version 9.1.9 (DB 449) and later. The option requires support and changes for external services.
- Demo version. Free for 30 days — you can test the entire mechanics before purchasing.
How to connect
- Make sure you have a Torgsoft Ultra or Terminal license.
- Activate the option in Settings — Parameters — Additional options — Customer Interaction System.
- If necessary, configure synchronization with Binotel using keys from its technical support.
Frequently asked questions
Which licenses does the option work on?
The «Customer Profile and Binotel Calls» option is available on Torgsoft Ultra and Terminal licenses. It is not included in the Start license.
Can it be used without IP telephony?
Yes, you can maintain the customer database, purchase history, reminders, and interests without Binotel. Telephony is needed only for automatic number identification, the call window, and the call log.
Where can I get the data for connecting Binotel?
The connection parameters are issued by Binotel technical support: API and WebSocket keys are required. They are entered in the option settings and for a specific user.
How can interests be automatically assigned to customers?
Create interests and link product types to them, then in Marketing — Customers click «Fill in interests based on purchases». The program will assign preferences according to purchase history.
What does the manager see during a call?
The Binotel window displays the customer’s full name and number, last contact, and tabs with invoices, delivery notes, purchases, and calls. From there, you can go to the customer card or to the «Trade with invoicing» mode.
Can I call a customer directly from the program?
Yes. After setting up the internal number, the «Call» button appears in the customer card, call log, customer list, contacts, and order. The call is launched through a softphone, for example eyeBeam.
How can I see missed calls?
In Marketing — Call log, enable the «Show missed calls» filter. Unanswered calls that have not yet been followed up are marked in red.
How does the 1-year license work?
The option is paid annually. Torgsoft stores the customer database and purchase history locally in your database. Check the specific terms of license renewal and access to option functions after the term expires with the sales department before purchasing.
Can I transfer a customer database from Excel?
Yes, Torgsoft has an import function. A list of customers with contacts can be uploaded from Excel or Google Sheets and used immediately.
Is the database protected from leakage?
Yes. Flexible access rights allow you to restrict visibility of other people’s customers, hide phone numbers, and prohibit export. This is a basic Torgsoft mechanism that also works for customer management.
Is it difficult to train staff?
The main thing is the discipline of entering data. If an employee can issue an invoice in Torgsoft, they will also master working with contacts and reminders. The option will not help if agreements are not recorded.
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