CRM & Loyalty

Turn one-time buyers into loyal customers who come back again and again.

Covixo CRM captures every customer interaction, automates loyalty programs, and lets you run targeted campaigns — all powered by the transaction data already in your POS.

2.4×Avg. repeat visit increase
78%Loyalty renewal rate
35%More revenue per customer
Live Product Demo

See CRM & Loyalty in Action

A real-time look at how CRM & Loyalty works inside Covixo — the same screens your team will use every day.

app.covixo.com/crm
$/view customers pipeline status=active
Leads (31)

Reliance Retail

₹12L deal · Interested

BigBasket

₹8L deal · Contacted

Proposal (14)

DMart

₹24L deal · Demo done

Blinkit

₹15L deal · Reviewing

Negotiation (7)

Spencer's

₹18L deal · Final terms

Closed Won (5)

Metro Cash

₹31L deal · ✓ Signed

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Step-by-Step

How CRM & Loyalty Works

From setup to running — see exactly how crm & loyalty works inside Covixo.

1

Capture Customer Data at Every Touchpoint

Collect customer phone numbers at POS, via QR code, or from your booking system. Covixo CRM auto-creates profiles and links every transaction to the right customer.

2

Set Up Your Loyalty Program

Define point-earning rules (e.g., 1 point per ₹10 spent), redemption values, and tier levels (Silver, Gold, Platinum). Covixo handles the calculation and tracking automatically.

3

Segment Your Customers

Automatically group customers by spend frequency, average order value, location, last visit date, product preferences, and lifetime value. No manual tagging needed.

4

Run Targeted Campaigns

Send personalized SMS, WhatsApp messages, and emails to specific segments. Automate birthday greetings, win-back campaigns for lapsed customers, and special offers for VIPs.

5

Measure & Improve

Track campaign open rates, redemption rates, repeat visit frequency, and customer lifetime value. See which campaigns drove actual revenue — not just opens.

Why CRM & Loyalty

Real Results, From Day One

Covixo CRM & Loyalty is designed to deliver measurable impact quickly — not after a 6-month implementation project.

See it live in a demo
2.4× Repeat Visits

2.4× More Repeat Visits

Businesses using Covixo CRM see an average 2.4x increase in repeat visit frequency within 3 months of launching a loyalty program.

35% Higher LTV

35% More Revenue Per Customer

Personalized offers, loyalty tiers, and automated engagement campaigns increase the average spend and lifetime value of every customer.

Fully Automated

Zero-Effort Loyalty Management

Points are earned and redeemed automatically at POS. No cashier training needed. Customers check their balance via WhatsApp or the customer app.

18% Birthday Uplift

Hyper-Targeted Campaigns

Send the right offer to the right customer at the right time. Automated birthday campaigns alone drive an average 18% uplift in visit frequency in the birthday month.

Everything You Get

A complete breakdown of every feature included in Covixo CRM & Loyalty.

Customer profiles with full purchase history
Loyalty points and tier programs
Referral program management
Targeted SMS and WhatsApp campaigns
Birthday and anniversary automation
Customer segmentation and tags
Feedback collection and NPS
Churn analysis and win-back flows
Deal pipeline for B2B sales
Customer-wise P&L tracking
Campaign ROI analytics
Bulk import/export of customer data
Transparent Pricing

CRM & Loyalty Pricing

No setup fees. No hidden charges. Start with a 14-day free trial on any plan.

Up to 1,000 customers

CRM Starter

₹1,499/month

Core CRM with loyalty for growing businesses.

  • Up to 1,000 customer profiles
  • Loyalty points program
  • Basic customer segmentation
  • Birthday automation
  • SMS campaigns (500/month)
  • Customer transaction history
  • Email support
Start Free Trial
Most Popular
Unlimited customers

CRM Growth

₹2,999/month

Full CRM with multi-tier loyalty and campaign automation.

  • Unlimited customer profiles
  • Everything in Starter
  • Multi-tier loyalty (Silver, Gold, Platinum)
  • WhatsApp campaign automation
  • Win-back and lapsed customer flows
  • NPS and feedback collection
  • Advanced segmentation
  • Referral program management
  • CRM analytics dashboard
  • Priority support
Start Free Trial

CRM Enterprise

Custom

For large chains with B2B CRM and custom loyalty needs.

  • Everything in Growth
  • B2B sales pipeline management
  • Custom loyalty rules and tiers
  • CRM API access
  • Integration with WhatsApp Business API
  • Dedicated CRM implementation
  • SLA-backed support
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All plans include a 14-day free trial. No credit card required. Compare all plans →

FAQ

Common Questions About CRM & Loyalty

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Yes. Every transaction at POS is automatically linked to the customer profile (by phone number). You see their complete purchase history, favorite items, average spend, and visit frequency — all without any manual data entry.

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