Complete Customer Intelligence B2B and B2C
From CRM and loyalty programs to predictive segmentation and campaign management — CW Suite gives you a 360-degree view of every customer and the tools to build lasting relationships that drive revenue.
Unified customer view
Increase in repeat purchases
Better campaign targeting
Reduction in churn rate
CRM & Customer Management
A unified customer record that captures every interaction — purchases, support requests, preferences, and feedback — across all channels. CW Suite CRM is built for commerce, not retrofitted from a generic contact database.
- Unified customer profiles with purchase history across all channels and locations
- B2B account management with organizational hierarchy and buying roles
- Customer lifecycle tracking from prospect to loyal advocate
- Interaction history including POS transactions, online orders, and support tickets
- Custom fields and tags for industry-specific customer attributes
- Duplicate detection and merge workflows to maintain data quality
- Customer notes and follow-up reminders for sales and service teams
- GDPR and privacy compliance with consent management and data access controls
Loyalty Programs
Design and manage loyalty programs that drive repeat business and increase customer lifetime value. CW Suite supports points-based, tiered, and cashback programs — all integrated with POS and e-commerce.
- Points-based programs with configurable earn and burn rules
- Tiered loyalty with automatic tier progression and benefits
- Cashback and store credit programs with expiry management
- Coalition loyalty for multi-brand or multi-location operations
- Digital loyalty cards with mobile app and wallet integration
- Birthday and anniversary rewards with automated triggers
- Referral programs with tracking and reward fulfillment
- Loyalty analytics with program ROI and engagement metrics
Customer Segmentation
Go beyond basic demographics. CW Suite segments customers by behavior, purchase patterns, lifetime value, and engagement level — creating dynamic segments that update automatically as customer behavior changes.
- Behavioral segmentation based on transaction patterns
- RFM (Recency, Frequency, Monetary) analysis with automatic scoring
- Customer lifetime value prediction and segment assignment
- Churn risk identification with early warning indicators
- Product affinity analysis for cross-sell and upsell targeting
- Geographic and demographic segmentation with data enrichment
- Custom segment builder with rule-based and ML-driven criteria
- Real-time segment membership updates as new transactions occur
Campaign Management
Plan, execute, and measure marketing campaigns that target the right customers with the right message at the right time. CW Suite connects campaign execution to actual transaction data for true ROI measurement.
- Multi-channel campaign orchestration: email, SMS, push, and in-store
- Segment-based targeting with dynamic audience selection
- A/B testing for subject lines, offers, and creative variations
- Campaign scheduling with time-zone awareness and optimal send times
- Promotional offer creation with automatic POS and e-commerce integration
- Campaign performance tracking with attribution to actual sales
- Triggered campaigns based on customer events and milestones
- Budget tracking and spend optimization across campaign channels
Feedback & Surveys
Capture customer feedback at key touchpoints — after purchase, after delivery, after support interaction — and turn insights into action. CW Suite links feedback to specific transactions and customer profiles.
- Post-transaction survey automation via email and SMS
- Net Promoter Score (NPS) tracking with trend analysis
- Customer satisfaction (CSAT) surveys with configurable questions
- Feedback linked to specific transactions, locations, and employees
- Sentiment analysis on open-text responses with automated categorization
- Review management for Google, Yelp, and industry platforms
- Complaint workflow with escalation, resolution tracking, and SLA management
- Feedback dashboards with location and time-period comparison
Customer Analytics
Understand your customers deeply with analytics that connect behavior to business outcomes. CW Suite provides dashboards, reports, and predictive insights that help you make smarter customer decisions.
- Customer acquisition cost and payback period analysis
- Cohort analysis tracking customer behavior over time
- Basket analysis showing product affinities and cross-sell opportunities
- Customer journey mapping across online and offline touchpoints
- Revenue attribution by customer segment, campaign, and channel
- Predictive analytics for next-best-action recommendations
- Custom analytics dashboards with drag-and-drop widgets
- Scheduled reports with automatic distribution to stakeholders
Customer Engagement by Industry
Whether you sell to businesses or consumers, CW Suite adapts its CRM, loyalty, and engagement tools to match your customer relationship model.
Food Production
Food producers engage with B2B buyers — distributors, retailers, and food service operators. CW Suite manages complex account relationships, contract negotiations, and buyer engagement.
- B2B account management with buyer organizations and purchasing contacts
- Trade show lead capture and follow-up workflow automation
- Product sample tracking and trial-to-conversion pipeline
- Buyer communication preferences and specification requirements
- Contract renewal reminders with pricing review workflows
- Co-marketing program management with retail partners
Distribution & Wholesale
Distributors balance account management with customer acquisition. CW Suite provides the tools to manage territory-based selling, customer profitability, and account retention.
- Territory-based account assignment with rep performance tracking
- Customer profitability scoring with cost-to-serve analysis
- Automated reorder reminders based on customer purchase patterns
- Credit application and approval workflow management
- Account health dashboards with risk indicators and growth opportunities
- Sales promotion tracking with customer-specific offer management
Retail & E-commerce
Retailers need to build loyalty, drive repeat visits, and personalize the shopping experience. CW Suite connects every touchpoint to create a unified customer engagement strategy.
- Omnichannel loyalty program with POS, app, and online point earn and burn
- Personalized product recommendations based on purchase history
- VIP customer identification and exclusive experience management
- Abandoned cart recovery with automated follow-up sequences
- Clienteling tools for store associates with customer preferences
- Seasonal engagement campaigns with customer lifecycle targeting
Restaurant & QSR
Restaurants thrive on repeat guests and word-of-mouth. CW Suite helps build guest loyalty, manage feedback, and create personalized dining experiences that drive return visits.
- Guest loyalty program with visit-based and spend-based rewards
- Birthday and special occasion marketing with automated offers
- Online review monitoring and response management
- Guest preference tracking for dietary restrictions and favorites
- Catering customer management with event history and preferences
- Delivery customer engagement with reorder prompts and exclusive deals
Your AI CRM Executive
The Digital CRM Executive monitors customer behavior, triggers engagement actions, and surfaces insights that help your team build stronger relationships.
Digital CRM Executive
Monitors customer activity across all channels, identifies engagement opportunities, triggers automated communications, and alerts your team when high-value customers need attention.
Key Actions
- Identify at-risk customers and trigger retention campaigns
- Score and prioritize leads based on behavioral signals
- Automate post-purchase follow-up sequences
- Segment customers dynamically based on evolving behavior
- Generate customer health reports for account managers
- Recommend next-best-actions for each customer segment
Customer Data That Flows Everywhere
CW Suite CRM is not a separate system. Customer data flows in from every touchpoint and is available across every module.
POS
Customer lookup at checkout for loyalty, preferences, and purchase history.
E-commerce
Online browsing and purchase behavior feeds into the unified customer profile.
Marketing
Segment-based targeting with campaign performance linked to actual transactions.
Loyalty
Points, tiers, and rewards managed within the CRM and enforced at POS.
Feedback
Customer satisfaction data linked to transactions, locations, and employees.
CW AI
Predictive segmentation, churn prediction, and lifetime value forecasting.
Customer Engagement Advantages
What makes CW Suite different from standalone CRM tools or bolt-on loyalty platforms.
Commerce-Native CRM
Built for commerce — not retrofitted. Every customer record includes full transaction history, not just contact information.
Predictive Segmentation
Machine learning models that segment customers by behavior, predict churn, and recommend engagement actions.
Integrated Loyalty
Loyalty is not a separate system. Points, tiers, and rewards are managed within CRM and enforced at every touchpoint.
Real-Time Engagement
Trigger actions based on customer behavior as it happens — not hours or days later from a batch export.
B2B and B2C
One CRM that handles consumer relationships and business account management equally well.
Privacy by Design
GDPR compliance, consent management, and data access controls built into every customer interaction.
A guided walkthrough,
tailored to your operation.
30 minutes with a CW solution architect. We'll map your current stack, run live data through CW Core, and put a number on the consolidation savings.