Customers & CRM

Search or create customers, maintain identities and health details, record consent history, and merge confirmed duplicates.

Configure point earning and welcome benefits, manage VIP thresholds, post audited corrections, and verify the loyalty ledger.

Create executable customer audiences, preview rule counts, rebuild memberships, and diagnose empty campaign segments.

Bind audience, consent, channel, template, execution, risk review, delivery, customer feed, and rewards.

Create reward templates, issue them with the correct point cost, apply them at POS, and maintain their lifecycle.

Define visit, item-use, or balance templates and apply an existing active customer package at POS.

Create a printable gift card with optional email or text delivery, verify balance, add money, and use partial value at POS.

Distinguish fixed review-workspace fixtures, source-labeled analytics, saved test settings, and actions that still do not contact a review or AI provider.

Build invoices from catalog or manual lines, save or schedule delivery, verify hosted payment, and reconcile non-provider payments.

Configure recurring monthly billing, customer credit limits and terms, POS house-account charges, payments, and statement activity.

Require campaign sign-off, investigate risk queues and retention watchlists, and bind recovery audiences to automation rules without assuming execution.