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CRM for Retail — Retail

Understand, grow, and retain customers: unified profiles & identity resolution, segmentation & RFM/CLV, loyalty & rewards, coupons & offers, omni‑channel campaigns (email/SMS/WhatsApp/push), personalization, service desk & feedback, NPS/CSAT, and consent/privacy management — integrated with POS, e‑commerce, and CDP/BI.

Repeat‑Rate UpliftMore returning customers
Bigger BasketsPersonalized offers & bundles
Lower ChurnDetect & win back early

Standard Features

Unified Customer Profiles

360° profile with purchases, browsing, preferences, devices, and consents.

Identity Resolution

Match accounts, emails, and devices into one profile with confidence scores.

Segmentation & Targeting

Dynamic segments (RFM/CLV, lifecycle, category lovers, at‑risk, high potential).

Loyalty & Rewards

Points, tiers, perks, vouchers, partner rewards, and fraud checks.

Offers, Coupons & Vouchers

Single/multi‑use, stacks/limits, barcodes/QR, exclusions, and expiry rules.

Campaigns & Journeys

Email/SMS/WhatsApp/push; triggers from events; journey canvas and A/B testing.

Personalization

Recommendations, similar items, content blocks, and store/app personalization.

Service Desk & Feedback

Tickets, returns/complaints, SLAs, CSAT/NPS surveys, and knowledge base.

Consent & Privacy

GDPR/PDPA consent capture, preferences center, erasure/export requests (DSAR).

Analytics & KPIs

CLV, repeat/first‑purchase time, churn risk, cohort and incrementality.

In‑Store Tools

Associate app for lookup, offers issuance, and clienteling with appointment notes.

Integrations

POS/e‑commerce, payment/PG, CDP/BI, messaging gateways, and data warehouse.

Business Benefits

Revenue Growth

Right message to the right customer increases frequency and value.

Retention

Identify at‑risk segments and automate win‑back journeys.

Service Quality

One place for history and tickets improves resolution.

Trust & Compliance

Clear consents and DSAR processes reassure customers.

Speed to Value

Templates and segments shorten time to first campaign.

Scalable

Works across stores, online, and marketplaces.

Technology & Integration

POS E‑commerce CDP/Identity Email/SMS/WhatsApp Recommendations AI Data Warehouse/BI API‑First & SSO

What You Get

Branding (cards/reports) Custom segments & KPIs Trial access until go‑live Annual maintenance incl. change requests On‑prem or cloud
Ready to customize
Turn shoppers into loyal fans—with data‑driven journeys and offers.
Share your channels and loyalty rules — we’ll configure profiles, segments, and journeys for a pilot.
Request Free Customization