Loyalty CRM gives your service, marketing and store teams one intuitive, graphical workspace to see, service and segment every member across every channel — on the desktop and on the shop floor. It doubles as your customer data platform.
Loyalty CRM is the operational heart of the program — a portal that covers every loyalty and membership need through a clean, graphical interface. It captures interactions from every channel into a single member profile, so an actionable 360-degree view of spending, communication, inquiries and interactions is always at hand.
The same profile powers clienteling in the merchant app on the shop floor, and the whole store doubles as a Customer Data Platform (CDP) for the wider business.
Every transaction, reward and message in one profile.
Tag and segment members, then act on it everywhere.
Service tiers, rewards, points, benefits and vouchers.
A staff app for in-store servicing and clienteling.
Capture every touchpoint into one store that doubles as a CDP.
Ready dashboards, plus embedded Tableau and QuickSight.
The profile view brings together native loyalty and membership status, a graphical customer-journey timeline, transactions and interactions, vouchers and benefits, referral relations and partner-membership links.
A multi-language UI, custom fields and tabs, and embedded external system views make it the single place to understand a member.
Build and apply segment tags and badges and use them across the platform — in loyalty rules, campaign targeting and function and data access control.
A member’s segment can drive the experience automatically, everywhere it matters.
Handle the full lifecycle — tier upgrades, downgrades, renewals and terminations — plus adding, refunding, editing, utilizing, collecting and transferring rewards, benefits, points and vouchers.
Automated issuance from rules and campaigns is matched by manual overrides for customer service, for true vendor independence.
A native staff app puts member servicing on the shop floor: look up profiles (tracked in the CRM and able to trigger loyalty rules), validate members, utilize vouchers, track benefits and purchases, and scan receipts.
It brings clienteling to associates and can extend the program to partners — every action logged per user and location, in real time.
Capture transactions and interactions from every channel into a single profile — multiple currencies, multiple point types, lucky-draw chances, SKU-level detail and custom payloads.
Use the same omni-channel store as a Customer Data Platform for the wider business.
Ready Memberson dashboard sets cover membership and loyalty statistics out of the box.
Your existing BI — Tableau and AWS QuickSight — embeds directly in the Memberson UI, so insight never means leaving the CRM.
The BI connectivity feature automatically exports data to any data warehouse you want, so you can run any BI intelligence tool that you may use.
