Staff level · CRM Manager (
crmmanager)Runs the customer database: customers, segments, receipts moderation, loyalty.
Can be created by: admin · manager
Reachable features (30)
Reachable means the feature's ability lists this level. The centre must also have the feature's module, and some actions depend on record state.
Platform & Access — Desktop (home dashboard)
CRM — Customer list & filtering · Customer create & edit · Save current filters as a segment · Segment list, refresh & export · Segment builder with automatic tag actions · Segment categories · User tags (user types) · Customer receipts tab & ticket-stamp generation · Customer loyalty — raffle tickets · Customer loyalty — cards & stamps · Customer loyalty — rewards · Customer loyalty — coupon exchanges · Customer children (dependants) · Receipt verification queue · Store labels (store types)
Marketing — Activity list & duplication · Activity editor (loyalty mechanics, rules & targeting) · Activity report & PDF · Activity campaigns (programme grouping) · Email campaign list, duplication & stop · Email campaign builder (wizard, A-B test, scheduling) · Digital games (lottery) · Book appointment
CMS — Proposal list & publication workflow · Proposal editor (content, coupon, push, AI images) · Push notification list & publishing · Push notification editor (scheduling, geofencing, deep links)