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Module guide
CRM & Customers
Know your customers: database, segmentation, preferences, leads, campaigns, and loyalty programs.
The CRM & Customers module allows you to build lasting relationships with your customers. The centralized database stores all contact information, purchase history, preferences, and behavior for each customer.
Segment your base by multiple criteria (frequency, spending, preferred channel, allergens) to create targeted and personalized campaigns. Lead tracking converts prospects into regular customers with automated reminders and campaigns.
Integrated loyalty with a points program, rewards, and special benefits increases the repeat rate. The post-sale and inactive customer recovery module ensures you don't miss business opportunities.
What is included
Customer database with complete history
Advanced segmentation with multiple criteria
Custom tags for categorization
Recorded preferences and allergens
Lead management with conversion pipeline
Recorded contacts and communications
Automatic reminders for follow-up
Marketing campaigns with result metrics
Post-sale with satisfaction tracking
Inactive customer recovery
Loyalty program with points and rewards
Benefits
Increase repeat rate with an effective CRM
Personalize the experience with customer knowledge
Convert more leads into regular customers
Recover inactive customers with automated campaigns