Feature Module

Customer CRM & Loyalty

Know your customers. Reward them. Keep them coming back.

A built-in CRM covering the full customer lifecycle: profile management, address book, notes, tags, groups, balance tracking, loyalty point accounts with configurable earn/redeem rules, tiered membership, referral rewards, birthday bonuses, and a support ticket system.

customers loyalty support
Customer ProfileVIP Member
JD
Jane Doe
Loyalty Points
12,450
Equivalent to $124.50
Purchase History
ORD-882
Jul 06, 2026
$377.97
Delivered
ORD-714
Jun 14, 2026
$129.50
Delivered
ORD-502
May 02, 2026
$89.99
Returned

What's Included

Every capability listed here is live in the platform today.

Full customer profiles with address book, notes, and tags
Customer groups for segmentation and pricing rules
Outstanding balance (credit) tracking per customer
Loyalty point accounts with earn and redemption rates
Configurable loyalty tiers based on lifetime spend
Birthday bonus points and join bonus configuration
Referral program with referral codes and reward rules
Channel-specific earning rules (POS-only, storefront-only, or all)
Manual loyalty point adjustments by staff
Support ticket creation and reply thread management
Deep Dive

How Each Capability Works

Detailed breakdown of what Oishia actually does under the hood.

01

Customer Profiles

Each customer has a full profile with contact info, multiple addresses, internal notes, custom tags, and group memberships.

02

Loyalty Programme

Configure earn rates (points per currency unit), redemption rates, minimum redemption thresholds, and maximum redemption percentages per transaction.

03

Tiers

Define named tiers (e.g., Silver, Gold, Platinum) with lifetime spend thresholds and points multipliers. Tiers are recalculated automatically when settings change.

04

Referral System

Each customer gets a unique referral code. Configure rewards for both the referrer and the referred customer.

05

Support Tickets

Customers or staff can open support tickets. Staff reply via a thread. Tickets track status and resolution.

Who Uses This

Real-world scenarios from businesses running on Oishia today.

B

Boutiques & Fashion

Reward loyal shoppers with tiered membership perks and birthday surprises that drive repeat visits.

P

Pharmacies

Track customer purchase history and outstanding credit balances for regular account customers.

Ready to activate Customer CRM & Loyalty?

Start your free trial and have this running in your business today.