CRM DashboardIn your dashboard, you can quickly find and view opportunities, tasks, and your recent leads to attach notes or set tasks for yourself or your sales team.
CRM ReportsCheck new leads and opportunities filtered by source, by marketing groups, by people, and by sales, and compare the results to the previous reporting periods.While CRM reports tab mostly represents opportunity-related reports, you can use advanced fi...
Lead list viewReview and filter you CRM Leads, all in one place. Save filter presets, apply mass-action such and sending emails and SMS, adding to ad campaigns or export leads to a spreadsheet.
Detailed Lead viewReview and update information about your contacts, send emails and texts, assign tasks, log opportunities, see leads activity in the timeline and more
Lead Mapping in CRM Mobile ApplicationLead Mapping. Search your leads and organizations on the map, create driving routs in SeoSamba Mobile CRM.
Find your CRM contacts on the map and add the to your route.
The SeoSamba Point of Sale (POS) application streamlines retail operations by integrating sales, inventory management, and customer tracking. Follow these steps to set up your system:
Create or connect to your store
You can download and install SeoToaster (It is also available with many web host in one click install from provided installers - check with your host), our All-in-One Open Source Business Suite at no cost to you. It combines an open-source CMS, Shopping Cart, Blog, POS, ERP, and CRM in one solution. Alternatively, if you're not technically minded, sign up for the SeoToaster cloud edition here.
Get an account with Stripe
You can run ny number of payment processing gateways simultaneously with SeoToaster. However, to run the POS app, you will need to use Stripe for processing. Download and install the Stripe plugin on your web store, open an account with Stripe if you don't have one already, insert your keys, and you're ready to process transactions both from your website and your POS app.
Download and Install the App
Get the SeoSamba POS app from the App Store on your Android or iPhone device.
Choose your store location to synchronize sales and inventory data across connected locations, including online stores.
Open a checkout lane to begin processing transactions. You will find financial and POS activity logs in the report section of your web stores' dashboard.
Key Features
Inventory Management: Track local and overall stock levels, allowing sales of out-of-stock items directly from your mobile device.
Customer Accounts & CRM: Access comprehensive customer records and sales history through the web-based CRM.
Flexible Transactions: Use the quick sale feature for simple transactions or a cash register for managing multiple items.
Adding & Syncing Products Across Stores and Online
Keeping your product catalog updated is simple with SeoSamba POS. Any additions or modifications made in the app are automatically synced with your website, ensuring consistent product availability across all sales channels. Thanks to automatically created product lists on website, any new product added and tagged via the POS app will appear instantly within the webstore long with similarly tagged products.
How to Add or Edit a Product
Edit an Existing Product
Navigate to the product list, search for the item, tap to edit, and update the details.
Add a New Product
Tap the “+” button.
Upload a product photo using your phone's camera or library.
Enter the product name, brand, tags, and condition.
Use the AI-powered description generator or manually input a description.
Add product identifiers (MPN, SKU, GTIN) manually or via barcode scanner.
Specify quantity, price, tax rate, and any additional measurements.
SeoToaster created XML feeds for each tag in your webstore as well as general ones which conform to Google Shopping standard, These feeds can be used for advertising, remarketing campaigns or in your SeoSamba marketing OS social curation tb to easily animate your store.
Cash Register & Multi-Store Management
SeoSamba POS offers a fully integrated cash register with modern online features, allowing seamless in-store and online transactions.
Getting Started
Start a Transaction
Tap “Start” at the top right corner.
Choose between barcode scanning or manual product lookup.
Barcode Scanning
Use your phone’s camera to scan product barcodes continuously.
If an item isn’t found, the system will notify you.
Product Lookup
Search by name, filter by tags, or sort by price.
Show out-of-stock items or check availability across locations.
Checkout Process
Search for the Customer’s Account: Optional but enables shipping options.
Select Pickup or Shipping:
"Take Away" for in-store pickup.
Ship items based on customer preference.
Multi-Store Fulfillment: Customers purchasing items from different locations will receive a pickup slip or have the order shipped accordingly.
Payment Methods
Wireless card reader
Tap-to-pay via phone
Manual entry or scanning of card details
Cash payments with automated change calculation
Final Steps
Print or email receipts.
Include a review request link for platforms like Google or Facebook.
Quick Sale Transactions
The Quick Sale feature is ideal for fast, on-the-go transactions, making it perfect for mobile merchants and service providers.
How to Use Quick Sale
Enter the Item Price
Select Payment Method:
Contactless tap-to-pay
Chip-and-pin card reader
Manual entry or scanning of card details
Cash payments
Add Optional Details
Attach a photo and description to the transaction for records.
Finalize the Sale
Email a receipt.
Send a review request link via text or email for over 100 platforms, including Google and Facebook.
Security Note: All transactions are securely logged, but customer card details are never stored.