Loyalty program management
Configure points accrual rates, tier thresholds, and reward redemption rules once at chain level and they apply automatically at every store and on the WebShop. Customers earn and redeem across every channel without manual reconciliation. Tier upgrades and expiry rules run automatically, with customer notifications generated at each milestone.
Cross-location customer recognition
A single customer profile — name, contact details, loyalty balance, purchase history, and communication records — is available to every associate at every store and on the WebShop. A customer identified at the till is the same record the WebShop recognises. No duplication, no sync delays.
Lead & pipeline management
Capture leads from any source — web enquiries, trade shows, inbound calls, or manual entry — and move them through a configurable pipeline from first contact to qualified opportunity. Assign leads to the right rep by territory or product line, set follow-up reminders, and log every interaction so nothing falls through the gaps between a first conversation and a signed order.
Opportunity tracking & sales analytics
Track opportunities through a defined sales process with stage-by-stage probability weighting and expected close dates. Pipeline reports show what is open, what is progressing, and what is at risk, by rep, by territory, and by product line. Conversion analytics identify where deals are won, lost, or stalling so the process can be tightened rather than guessed at.
Campaign management & email outreach
Build targeted campaign lists, send email outreach directly from the CRM, and track open rates, click-throughs, and responses against each campaign. Schedule follow-up tasks automatically for leads who engage. Campaign performance sits alongside pipeline data so the link between marketing activity and sales outcomes is visible in one place.
Appointments & activity management
Schedule customer appointments, log calls, record meetings, and set follow-up tasks against any contact, lead, or opportunity. Every interaction is timestamped and attached to the customer record so the next person who picks up the relationship has the full history without needing to ask. Activity dashboards show each rep's workload and overdue items at a glance.