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Feature
Customer management
Know your customers — and own the relationship.
What it is
Customer management gives you a clear view of everyone enrolled in your loyalty program: who they are, how often they visit, where they are on their card, and any notes your team has added. It is the first-party customer relationship that delivery apps and marketplaces keep for themselves.
Customer management, a loyalty CRM, or a customer database — your community, in one view.
How it works in LoyalNeo
- 1Every customer who joins your program appears in your customer list.
- 2Open a customer to see their visit history and card progress.
- 3Add private notes to remember preferences or context.
- 4Use the insight to recognise and reward your best customers.
Why it matters
Own your customers
Build a direct relationship and first-party data — not reach rented from a third party.
See the full picture
Visit history, card progress, and notes for every customer in one place.
Personal touch
Notes help your team recognise regulars and tailor the experience.
Customer management FAQ
- Can I see all my loyalty customers?
- Yes. Everyone enrolled in your program appears in your customer list, with their visit history and card progress.
- Can I add notes about a customer?
- Yes. Add private notes to remember preferences or context for each customer.
- Do I own the customer data?
- Yes. Customer management gives you first-party data on your own customers, which you control.
- Is customer management included?
- Yes — it is part of LoyalNeo and available during the free 30-day trial.
Try customer management free
30 days free, no credit card, no app download for your customers.