Full CRM Built Right Into Your Loyalty Program

When customers sign up for your loyalty program (via QR code, web form, or app), their information is automatically captured and added to your CRM. This includes name, email, phone number, birthday, device type, and registration source. No manual data entry required – everything happens automatically.

RFM stands for Recency, Frequency, and Monetary value. It automatically segments customers into 9 categories based on:

• Recency: How recently they visited (0-30 days = Recent, 31-60 = Medium, 61-90 = Inactive)
• Frequency: How often they visit (1-3 visits = Low, 4-7 = Medium, 8-12 = High)

This creates segments like “Champions” (recent, frequent visitors), “At Risk” (inactive but previously frequent), and “Sleeping” (inactive, infrequent). Each segment requires different marketing strategies – Champions get VIP treatment while Sleeping customers get win-back campaigns.

Yes! RFM thresholds are fully customizable to match your business type. A coffee shop where customers visit weekly needs different settings than a hotel where guests visit monthly or a salon where clients come every 6 weeks. Adjust the Recency and Frequency thresholds to fit your specific customer behavior patterns.

You can filter your customer base using 15+ criteria including:

• Card balance (points, stamps, visits)
• Device type (iOS/Android) and wallet integration status
• Registration date and time ranges
• Card installation status (installed vs uninstalled)
• UTM tracking tags for marketing attribution
• Demographics (gender, birthday month, age ranges)
• Purchase behavior (number of visits, transaction frequency)
• Unused rewards and reward redemption history

Combine filters with AND/OR logic to create highly targeted customer segments for your campaigns.

Yes! Import your existing customer list via CSV file upload. Map your fields (name, email, phone, etc.) to our system fields, and all customers will be added to your CRM automatically. This is perfect for migrating from another system or adding customers who signed up outside the app.

Absolutely! Export your complete customer database to CSV format at any time. The export includes all customer profile information, transaction history, points/stamps balances, and engagement metrics. Use this for backup, external analysis, or integration with other systems.

Each customer profile contains:

• Basic contact information (name, email, phone)
• Birthday and registration date
• Device type and loyalty card status
• Complete transaction history (all purchases, stamps, points)
• Rewards earned and redeemed
• Campaign engagement history
• RFM segment classification
• Custom fields for your specific business needs

Yes! Create custom segments using any combination of filters and save them for repeated use. For example, create a “High Value iOS Users” segment filtering for customers with 500+ points on iOS devices, then target this segment with exclusive campaigns. Saved segments update dynamically as customers meet or leave the criteria.

Yes! Our CRM integrates with external systems via API (available on Corporate plan). Use webhooks for real-time data sync, or connect to tools like Zapier for no-code integrations. This allows you to sync customer data with your existing CRM, marketing automation platforms, or business intelligence tools.

Easy. Simply email us at hello@loyaltynation.io and we will respond within a business day.