managentRetail
Earn the Return

Customers & Loyalty

Understand your regulars and make their next visit more relevant.

Build more relevant relationships with your regulars. Organize customer preferences, loyalty stages and follow-up ideas in one place.

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A bookstore owner recommending a book to a familiar customer
Build relationships that last beyond the first purchase.

A practical workflow

How it works

  1. 01

    Add useful customer context

    Record the information you are authorized to use. Focus on preferences and details that help your team provide a better experience.

  2. 02

    Plan a relevant follow-up

    Review loyalty stages and customer needs. Choose a useful next action, such as a service follow-up or a suitable offer.

  3. 03

    Review the relationship

    Carry out approved communication through your existing channels and update the record. Check whether your actions are useful to customers.

What you provide

  • Customer information you are authorized to use
  • Preferences and loyalty stages
  • Communication permissions and follow-up history

What you get

Customer records and retention action plans that help your team follow up consistently.

  • Customer records and preferences
  • Loyalty stages
  • Retention action planning

Available scope

What is available today

Manual customer records are available. Shopify customer/profile sync and automated loyalty programs require integration.

Growth & VIP access

Review the plan and available features before subscribing.

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A common question

Does it run an automated loyalty program?

The current workspace supports manual records and planning. Shopify customer synchronization and automated loyalty programs require integration.