Your customers, sitting right next to your stock.
Most CRMs know who your customers are but nothing about what's on your shelves. Stokk's CRM is built the other way around: every profile, segment and health signal is wired to the same product, sales and stock data your buyers already work with.
Sits on top of your ERP. Reads stock, writes transactions, never duplicates the source of truth.
The customer lives in one tool, the stock in another.
Your loyalty vendor knows the customer. Your ERP knows the stock. Neither knows the other, so a segment can't be built on what someone actually bought, and a campaign can't know what's in stock to sell them. Stokk keeps the customer and the catalogue in one place.
- Customer profiles built from real purchase and visit history
- Segments from category, spend, recency and store
- Customer-health signals: who's growing, who's slipping away
- Loyalty and wallet passes folded into the same record
- New customers pushed straight to your ERP
- Notes and context your floor staff can actually use
Capabilities, in plain language.
Profiles that mean something
Each customer carries their purchase history, visit frequency, preferred stores and lifetime value, pulled from sales, not typed in by hand.
Segments on real behaviour
Build segments from what people actually bought and how often they visit, then act on them in loyalty and SMS without exporting a thing.
Customer health
Stokk flags the customers growing their spend and the ones quietly slipping away, so you can act before they're gone.
Loyalty, folded in
Wallet passes, points and tiers live on the customer record, not in a separate vendor that holds your relationships hostage.
Writes back to your ERP
Create a customer in Stokk and it lands in your ERP with the right category and discount, no double entry.
One step from a message
A segment is one click from a wallet update or an SMS, on the same data, with no second integration.
From a customer record to a campaign, on one data model.
Segments are built from real purchase and visit history, then messaged on the same surface. No export, no second tool.
- Gold · weekly visitors8,240
- Lapsed · 90+ days silent3,104
- Beauty · sample lovers1,822
- Furniture · high LTV612
The numbers Stokk customers report after the first cycle.
After the first full ordering cycle, lost-sale events on A-classified items roughly halve.
Buyers stop building proposals from scratch. The Brief lands; they review and approve.
Stokk's per-store sizing and lateral transfers free cash that was sitting on a pallet.
Continuous counts replace the once-a-year shutdown count.
The CRM the rest of the operating system can read.
Because the customer lives next to the stock, the same AI that drafts your orders can see who buys what. Demand for a hero SKU and the members who drive it stop being two separate questions.
Customer-health signals are written in plain language, the same way the Monday Brief explains a supplier, so a slipping segment comes with a reason, not just a red number.
How AI gets used here
Decisions stay explainable. Every recommendation has a written reason and a human approval step. Your data isn't used to train shared models. Claude's prompts are scoped per request.
Plays nicely with the systems you already pay for.
Common questions about this module.
Is this a full sales CRM with pipelines and deals?
No, and on purpose. It's a retail CRM: the customer, their history, their segments and their loyalty, wired to your stock. It's built to drive repeat retail purchases, not to manage a B2B sales pipeline.
Can we import our existing customer list?
Yes. Bulk CSV import from any legacy loyalty or CRM tool. Customers keep their identifiers and their history maps onto the new record.
Does creating a customer touch our ERP?
Yes. New customers push to your ERP with the right category and discount, so the books and the shelf stay in sync.
Other parts of the operating system.
See CRM live in 20 minutes.
A demo on a working sample, then we map it to your ERP, your SKUs and your stores. Your own data comes in onboarding. You decide if it earns its place in your operating system.