Engage · CRM

Notice when a regular stops coming in.

Every customer’s purchases, spend and buying rhythm, built from your sales rather than typed in. Each night Stokk works out who’s active, who’s drifting and who’s gone, and when someone worth keeping goes quiet, it writes a short read on why.

Customers/Helga Sigurðardóttir
Helga Sigurðardóttir Watch
Buys about every 12 days · last visit 23 days ago
Last 12 months
€1,940
Stokk’s read: Twice her usual gap. She buys candles and linen every fortnight and hasn’t bought either since September. Worth a hello: the autumn candles are in.
InvoiceWhereTotal
28 SepOld Town€86.40
14 SepOld Town€42.00
2 SepWeb shop€128.90
Fig. 1 Helga’s file: twice her usual gap between visits, and Stokk’s read of what she buys.
Runs on top of
  • Oracle NetSuite
  • Microsoft Dynamics 365 Business Central
  • Shopify
  • DK
01Before Stokk

You know your regulars. Your systems don’t.

Customers live in the till, the loyalty app and somebody’s memory. Nobody notices a good customer drifting away until they’ve been gone for months.

How it usually goesWith Stokk
  • Customers spread across three systemsOne record, built from your sales
  • A good customer drifts away unnoticedFlagged overnight, with a read on why
  • Spend worked out in a spreadsheet12-month spend and every invoice, line by line
  • New customers typed into the ERP by handCreated in Stokk, saved to your ERP
  • What staff know stays in their headsA file per customer that Stokk reads
02What it does

A customer file that keeps itself up to date.

Built for shops, not sales teams: who buys from you, what they buy, and when they stop.

  1. 01

    Built from your sales

    12-month spend, every invoice down to the line, and how often they buy, refreshed from your ERP every night.
  2. 02

    Health, every night

    Active, watch, at risk, lost or new, worked out from what each customer actually buys, with their spend trend.
  3. 03

    Stokk’s read

    When an important customer starts to slip, Stokk AI writes a short read: how overdue they are, what they usually buy, what to do.
  4. 04

    Filters that matter

    Customer group, spend, VIP, card holder and health. Open anyone for the whole story.
  5. 05

    Tell Stokk

    Add what you know in plain words, and say what losing a customer means for your business. Stokk uses it in every read.
  6. 06

    Saved to your ERP

    Create a customer, or change their group, price level or discount, and it’s saved to your ERP in one go.
  7. 07

    Loyalty on the same record

    Wallet cards, sign-up details and card status sit on the customer, next to what they buy.
  8. 08

    Feedback at the door

    A smiley tablet at each exit records how the visit went, by store, day and hour. It runs on old iPads and keeps taps if the wifi drops.
03On screen

Everyone you sell to, and how the visit went.

The list for the big picture. The kiosk for the moment they walk out the door.

Customers
Filter:GroupSpend overVIPCard holderHealth
Customer12 monthsHealth
Café Fjara€14,200Active
Helga SigurðardóttirVIP€1,940Watch
Jón ÁrnasonVIP€1,210At risk
Gistihús Vík€6,850Active
Sóley Björk€310New
Fig. 2 The customer list: filter by group, spend, VIP, card holder and health.
How was your visit today?
Very happy
Happy
Not happy
Unhappy
Fig. 3 A feedback kiosk at the exit: one anonymous tap, read by store, day and hour.
04What changes

Keep the customers who keep the shop going.

Earlier
warning on drifting regulars
A slipping customer is flagged while there’s still time to say hello.
One
record per customer
Sales, loyalty and notes together, in step with your ERP.
Every night
a fresh read
Health is worked out again from the day’s sales.

What the way of working changes, stated directionally rather than as audited figures. Results vary with category mix, lead times and the quality of the data in your ERP.

05Stokk AI

When a regular goes quiet, Stokk notices first.

Each night Stokk compares every customer’s recent buying with their own rhythm. When someone important slips, Stokk AI writes a short read in plain words: how overdue they are, what they usually buy and what might bring them back.

Your dashboard opens with the revenue at risk, before you go looking for it.

What people ask about CRM.

Is this a sales CRM?
No. It’s built for shops: the customers who buy from you, what they buy and when they stop. There are no pipelines or deal stages.
Do we have to import our customers?
No. They come in from your ERP every night, with their purchase history from your sales.
Does a customer created in Stokk reach our ERP?
Yes. New customers, and changes to their group, price level or discount, are saved to your ERP when you save them in Stokk.
Who can see customer data?
Customers is a module you switch on per role. By default it’s owners and buyers.
Works with

Same stock, same sales, same login. The next module is a switch, not a project.

08:00, any morning

Know who’s slipping before they’ve gone.

Half an hour on a working sample: a customer file, the health list and Stokk’s read. If Stokk isn’t right for your shop, we’ll say so on the call.