A loyalty ledger,
not a spreadsheet of points.
Retail and hospitality businesses that run a loyalty program need points earned, redeemed and reported correctly, on the same record as the customer’s purchase history. ZaadCRM earns points automatically when an invoice is paid and writes every movement to a ledger.
14 days free · no credit card required
- Loyalty programs
- Campaigns & social
- Deals & pipeline
What retail & loyalty programs run into.
- Points tracked in a spreadsheet that drifts from what customers actually redeemed
- Tiered memberships that should auto-assign as a customer’s spend crosses a threshold
- Campaigns and a social inbox that land against the same contact record as their purchase history
- Knowing the outstanding loyalty liability at any point, not just at year end
The modules that do this.
Points-per-dollar earn and redemption rates, tiered memberships with auto-assignment, and an earn/redeem ledger.
Outbound email campaigns and a shared social inbox, so inbound messages land against the same contact.
Configurable stages with win probability, a kanban board-by-stage view, USD values and lost-reason capture.
This is a slice of ZaadCRM — see the full module list and pricing.
Before you start.
How does ZaadCRM calculate loyalty points?
Points earn automatically on paid invoices and redeem against value, written to a ledger — outstanding liability is a report, not a manual tally.
Can loyalty tiers assign automatically as customers spend more?
Yes — tiered memberships auto-assign based on spend, with earn and redemption rates configurable per tier.
Put ZaadCRM to work for retail & loyalty programs
14 days free · no credit card required