with Pixie CRM
My CRM Access

Customer Loyalty and Memberships module



Screenshots of Live Application:


key features:

  1. Purchase Products through Points: In this feature, the user can use their points for purchasing the products. It will also display the notification of how many points are required to purchase the products. To use points when making purchases, you need to integrate with the Omni-Channel Sales module

  2. Coupon Generation: The merchants can now send the notification to the users after setting up the number of days prior to the date of expiration for the notification. Also, the merchant can customize the whole message of the Email Template. The user can generate the coupon by converting its total points to coupons and use coupons. Minimum Points Required For Generating Coupon: The admin can set the minimum points count required by the customer to generate the coupon. As soon as the user’s points count reaches the minimum required points value then he will be eligible to generate the coupon.

  3. Per Money Spent Points: The user can earn points on every dollar spent and Merchant can set per dollar spent points. Assign Product Points: This feature enables easy assignment of points on the product and assigning points per product category.

  4. Membership Feature: Admin will create different levels of Membership as Premium, Silver, Gold, etc. Each level will be assigned with some loyalty points. Each level has some categories and products of above-selected categories (if no products are selected then all products of selected categories are assigned to that level), some discount (in %).When customers will have sufficient points earned to reach on any level then only that level will be displayed with a select box, and other levels will also be listed in the table. When Customer becomes a member, they will get some offers on selected categories as well as products. Membership Expiration: Admin can set the expiration date for the membership feature.

  5. Points Expiration: Merchants can now set the points expiration time period to redeem points by setting a threshold duration for counting the expiration date.

  6. Purchase Product By Redeeming Points: Customers can now redeem points to purchase products by making a partial payment with the amount and partially with points. Custom Conversion: The user can be allowed to convert his chosen points out of his total available points to coupons. To use points when making purchases, you need to integrate with the Omni-Channel Sales module.

  7. Points Log Feature: The customer can view the points earned, redeemed, or coupons on their dashboard by enabling the points-log settings in the membership features section.

  8. Redeem Points Conversion: The admin is required to set the points, their corresponding price, and the coupon amount received by the customer on converting each point to coupon price.

  9. Points Table: Lists all the users who have received the points. The admin has the ability to modify user points and delete the user from the table.

  10. Points log feature: Both admin and customer can see points log details, like on which date and event the customer has got those points.

  11. Redeem directly on Invoice without going through the Sales Order of Omni-channel Sales module: you need to add hooks for Pixie CRM, please see details in the document.