Loyalty and referral program inside the CRM

Acquiring a new client costs more than keeping an existing one. So we added tools that drive repeat sales and referrals, right inside the CRM.

Points and tiers

Award clients points for purchases, track balances and tiers (bronze, silver, gold, platinum). Redeem points as a discount. The full transaction history is visible on the client card.

Referral system

Every client gets their own referral code. The invited person becomes a lead, and the referrer is rewarded with points automatically. Word-of-mouth becomes a measurable channel.

Why in the CRM, not separate

Loyalty only works when it sees purchases and clients. In a separate service you'd sync it by hand. Here it's tied to sales and contacts from day one.

Turn it on free in beta and launch a loyalty program with no integrations or contractors.