CRM stands for “Customer Relationship Management”. It’s important for maintaining a solid relationship with your customers and helps to build on their trust and loyalty, encouraging repeat business.
- Navigate to the “Admin” section and log in.
- Select “Reports” located in the sidebar menu.
- Press on the “+” icon to expand a report category, or the “-” icon to collapse a report category.
- Reports within the “CRM” category is as follows:
- CRM:
- Parameters - N/A
- Points - Displays the number of points earned by each customer in a given span of time.
- Visit - Displays the number of separate purchases by each customer in a given span of time.
- CRM:
- You can either email, preview, export, or print these reports.