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Overview
The CRM adds a customer timeline, follow-up reminders, a loyalty points ledger, referral tracking, custom fields and a health score.
Purpose
Build relationships and act on the right customers at the right time.
Step-by-step guide
- Open a customer and read the timeline of orders, payments, notes and follow-ups.
- Add a follow-up with a due date; reminders notify the assignee.
- Adjust loyalty points or view the points ledger.
- Add custom fields for data your business needs.
Common mistakes
- Setting follow-ups with no due date, so no reminder fires.
- Manually editing loyalty instead of letting completed orders earn points.
Best practices
- Use the at-risk and health views to prioritise outreach.
- Let nightly jobs award loyalty and qualify referrals automatically.
FAQ
How is health score calculated?
From recency, engagement, reliability and open follow-ups.
When do loyalty points apply?
On completed or delivered orders, processed nightly.