CRM
Find your way around the CRM menu: meal plans, loyalty points and rewards, promotions, customer feedback and customer segments.
What CRM covers
CRM is the part of Suvaiq for keeping customers coming back. You set it up and run it in the Web admin, from the CRM menu. One part is also used at the counter: meal plans are sold and served from the customer screen of the POS app.
| Area | What you do there | Where |
|---|---|---|
| Meal plans | Sell a customer one month of meals, take the payment, and tick off each meal as it is served or sent out | Web admin and POS app |
| Loyalty points and rewards | Look up a customer's points, add points by hand, and keep a catalog of rewards | Web admin |
| Promotions | Create discount offers and promo codes for online orders | Web admin |
| Customer feedback | Read ratings and comments, write a response, and close follow-ups | Web admin |
| Customer segments | Keep a list of segment rules | Web admin |
Customer records themselves (names, phone numbers, addresses) are kept under Point of Sale > Customers. See Customers.
The CRM menu
In the Web admin, open CRM in the main menu. You only see the items you have permission to use, so your menu may be shorter than this list.
| Heading | Menu item | What it opens |
|---|---|---|
| Dashboard | The CRM Dashboard: number of active rewards, feedback totals, average rating, and the feedback that still needs a follow-up | |
| Loyalty Program | Points Lookup | Find a customer and see or change their points. See Loyalty and Rewards |
| Rewards | Rewards Catalog | The list of rewards |
| Create Reward | The form for a new reward | |
| Meal Plans | Meal Plans | The plans you sell. See Meal Plans |
| Members | Every plan sold: who holds it, which dates it covers, and what is still owed | |
| Sell Meal Plan | Sell one month of a plan to a customer | |
| Customer Segments | Customer Segments | The list of segment rules. See Customer Feedback and Segments |
| Promotions | All Promotions | The list of offers and promo codes. See Promotions |
| Create Promotion | The form for a new offer | |
| Customer Feedback | All Feedback | Every piece of feedback, with filters |
| Needs Follow-up | Only the feedback that is flagged for a follow-up | |
| Analytics | Not available in this version. The same totals are shown at the top of All Feedback |
CRM settings
CRM settings are not in the CRM menu. In the Web admin, open Settings in the main menu and choose CRM in the list on the left. You see this section only if you have permission to view CRM settings, and the Save CRM Settings button only if you have permission to edit them.
The loyalty fields on that screen are explained in Loyalty and Rewards.
Guides
Meal Plans
Create plans, sell a month to a customer, take payment, serve meals, cancel and delete.
Loyalty and Rewards
Look up points, award and adjust points, and manage the rewards catalog.
Promotions
Create offers and promo codes, and see how they apply to online orders.
Customer Feedback and Segments
Review feedback, respond, close follow-ups, and manage segment rules.