CustomerGrip Features

A complete customer CRM that puts every detail in one place. Capture profiles, contact details, tags, internal notes and a full activity timeline for every customer your business serves.

• Searchable customer directory with filters
• Tags and internal notes for staff context
• Activity timeline with messages, visits and purchases
• Per-customer consent records for messaging

Build dynamic customer groups using rules and filters. Segments update automatically as customer data changes, so you always message the right audience.

• Rule-based dynamic segments
• Filter by tags, city, spend, visits, birthdays
• Reuse segments across campaigns
• Live segment counts as rules change

Print a QR code, place it at your counter, and let customers self-register in seconds. Captured customers flow straight into your CRM with consent recorded.

• Printable QR poster and table cards
• Mobile-friendly registration form
• Optional fields for birthday, city, preferences
• Consent captured at registration time

Send individual messages to customers through the WhatsApp Business Cloud API integration. Track delivery and read status, and keep every conversation in one place.

• 1:1 WhatsApp messages via Meta Cloud API
• Approved template-based messaging
• Delivery and read receipts
• Per-customer message history

Prepare, schedule and send WhatsApp campaigns to segments. Review credits before sending, track results per recipient, and refund credits for undelivered messages.

• Segment-based campaign audience
• Schedule campaigns for later
• Per-recipient status tracking
• Automatic credit refund on failures

Never miss a customer birthday or anniversary again. CustomerGrip can prepare automated reminders and greeting campaigns for important dates in your customers' lives.

• Birthday and anniversary tracking
• Automated reminder preparation
• Greeting campaign templates
• Opt-out aware messaging

Reward repeat customers with a configurable loyalty program. Define earn rules per currency spent, set redemption rules, and track points, tiers and transaction history.

• Points awarded per purchase amount
• Tier system with upgrade rules
• Redemption rules and history
• Per-customer loyalty ledger

Issue digital membership cards with QR codes and tiers. Customers can view their card from any device and present it at checkout for verification and benefits.

• Digital membership card with QR
• Tier-based card styling
• Public card view by card ID
• Check-in support at your counter

Record customer purchases and visits in seconds. CustomerGrip automatically allocates loyalty points and updates analytics based on recorded activity.

• Quick purchase entry by customer
• Automatic loyalty point allocation
• Visit check-in history
• Per-customer purchase summary

Track your business expenses by category and month. See where money is going and export reports for accounting or tax filing.

• Expenses grouped by category
• Monthly expense overview
• Export to CSV for accounting
• Searchable expense history

Understand your business at a glance with analytics across customers, loyalty, purchases and expenses. Charts and KPIs surface trends that matter.

• Customer growth and engagement trends
• Loyalty point earn/burn analytics
• Purchase and revenue analytics
• Expense breakdown by category

Generate and export CSV reports for any major data type — customers, campaigns, purchases, expenses, loyalty and more. Take your data with you anytime.

• Per-entity CSV exports
• Date-range filtering
• Campaign performance reports
• Loyalty and membership reports

Give staff only the access they need. A granular permission system lets you control which staff can view, create, edit or delete within each module.

• Per-module permission grants
• Owner, manager and staff roles
• Invite staff with email
• Reset or revoke access instantly

Each business has an internal credit wallet for WhatsApp messaging. Credits are deducted on send and refunded automatically when delivery fails.

• Pre-paid message credits
• Automatic deduction on send
• Refund on delivery failure
• Transaction history with reasons

Every sensitive action is logged. Owners and admins can review a complete audit trail of staff activity across customers, campaigns, settings and more.

• Audit trail across all modules
• Actor, timestamp and action recorded
• Filterable log viewer
• Useful for incident review

Configure your business profile, loyalty rules, QR registration form, notification preferences and staff permissions — all from one central settings area.

• Business profile and contact details
• Loyalty earn and redemption rules
• QR registration form configuration
• Notification and messaging preferences