CRM (Customer Management)
Integrating CRMs with Peoplevine unlocks the ability to have a single point of information and control, simple member modification, loyalty programs, and streamlined workflows for member management. With an integrated CRM, you can gain insight into member statistics, spending habits, membership levels, and view historical data, such as member check-ins. This information can aid you in tailoring the experience to each individual.
Standard Connections
We have standard and supported connections with the following CRM systems:
Salesforce
| Area | Feature Description |
|---|---|
Member | Ability to lookup member with profile photo and details. |
Data | Ability to sync full order data including employee, location, discounts, etc. |
Payments | Pay with card on file or ACH on file, house credits or house account. |
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