is now
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A new identity built for a unified, intelligent Customer Experience future. Same mission, greater ambition!
CX CRM gives your team the clarity to understand customers deeply and personalize every experience with confidence.
Jessica visits about once a week, usually on weekday evenings, and consistently orders the signature burger with add-ons. She responds well to push notifications and redeemed 4 rewards last month. She referred two friends in the past 60 days and is likely to return within the next 5 days.
From local businesses to global, trusted by 100+ CX Focused Brands
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WHY CX CRM
Every visit, purchase, preference, and signal your customer leaves behind is an opportunity to serve them better, reach them smarter, and keep them longer.
CHOOSE CX CRMBuilt to see every signal, connect every moment and act with clarity.
Get a clear view of customer patterns, how often they visit, what they prefer, and how they engage across channels. Insights are organized, meaningful, and ready to act on.
Capture every customer touchpoint from in-store visits and online behavior to loyalty actions and feedback, giving your teams visibility far beyond what traditional POS systems can see.
In-store behavior flows directly into the CRM. POS activity, receipts, kiosks, and staff-captured data connect seamlessly with digital journeys.
Collect customer preferences through sign-ups, forms, surveys, and loyalty prompts. Your understanding becomes richer and more personal over time.
CHOOSE CX CRM
Build detailed segments using behavior, spend, category affinity, sentiment, engagement, and predictive scoring. Segments refresh automatically as customer behavior changes.
Trigger messages that align with behavior. Send reminders, recommendations, and loyalty nudges at moments when customers are most likely to respond.
Automatically recognize customers across POS, web, mobile app, loyalty, kiosk, and feedback. Profiles stay accurate and unified, regardless of where each journey begins.
Pull data from CDPs, ERPs, E-Commerce tools, and external systems to enhance what you know about each customer.
CRM CAPABILITIESEverything you need to build, manage, and evolve a high-performance CRM.
See how customers move from first visit to loyalty. Identify bottlenecks across the full journey.
Track how often customers return and which locations they prefer. Spot behavior changes over time.
Filter customers using visit behavior, spend levels, and channel preferences. Drill down with precision.
Classify customers based on recency, frequency, and monetary value. Spot your most valuable groups instantly.
Build dynamic customer groups using clear rules. See engagement trends for each segment.
Create segments using flexible, real-time logic. Filter across behavior, spend, and loyalty tiers.
Store opt-ins, opt-outs, and communication preferences. Manage consent across SMS, email, push, and app.
Connect related profiles to understand shared purchases. Uncover group behavior and social influence.
Identify customers likely to return, churn, or upgrade. Score based on behavior and long-term trends.
Give your team the clarity to understand customers deeply and personalize every experience with confidence.
CXVERSE PRODUCT SUITECXVERSE brings every customer-facing capability into one platform.
SILVER EXPLORER
6 days to next milestone
Adaptive loyalty — tiers, rewards & gamification engineered for long-term habits.
NPS SCORE
Live
72
Excellent
+8 vs last month
Promoters 62%
Passive 24%
Detractors 14%
JM
Jessica Martinez
“Staff was incredibly helpful. Quick checkout but the wait for a table was a bit long.”
Positive Sentiment · 86%
Real-time experience intelligence — feedback, NPS & sentiment, instantly actionable.
Inbox
FC
Folio Coffee
7:30 AM
to daniel@example.com
Your 100ᵗʰ cup, on us this morning.
Daniel,
Tomorrow morning, your 100ᵗʰ cup is on the house. Your usual flat white will be ready when you walk in.
Thank you for the steady mornings. We see you.
— The Folio team
TRIGGER
Customer reaches 100ᵗʰ order
AUDIENCE
Active within last 30 days
CHANNEL
Email · feels like a moment
PERSONALIZE
Their drink · home shop · name
SEND
Tomorrow, 7:30 AM · with his coffee
Behavior-led messaging — SMS, email, push & in-app, triggered automatically.
New Order
#1084
Just now
2 items ·
Pickup in 15 mins
Preparing…
Branded digital ordering — microsites, mobile apps & commerce, unified.
Bella's Kitchen
DIGITAL GIFT CARD
E-GIFT
$
50
CARD CODE
BK-7F92-X4PL
Send a Gift
Email or SMS Delivery
RECIPIENT
sarah.jones@gmail.com
MESSAGE
Happy Birthday! Dinner's on me, enjoy!
Digital & physical gift cards — instant gifting with seamless redemption and upsell paths.
+50 POINTS CREDITED
EARN
Toward your next reward · auto-applied at checkout
FREE DESSERT UPGRADE APPLIED
REDEEM
−$4.00 saved · Gold tier perk · no codes needed
100 PTS TO PLATINUM
UNLOCK
Free delivery + early menu drops · 60% there
Smart promotions — personalized offers & lifecycle rewards, built to protect margin.
Referral Chain
Live
RR
Rachel R.
KT
Kim T.
JD
James D.
NP
Nina P.
+3
more
Reward Progress
Rachel R.’s referral journey
Sign up
1st Referral
3 Referrals
5 Referrals
Referral growth — trackable, multi-step programs that reward advocacy and expand reach.
TRIGGER
New Customer Signup
ACTION
Send Welcome Email
Subject
Welcome to the family! 👋
CONDITION
Opened Email?
Yes → Reward
No → Remind
Onboarding, win-back, reactivation, & lifecycle flows that run end to end.
resourcesAccess articles, case studies, and playbooks designed to help you master customer experience intelligence.
