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The Pocketshop CRM is the web-based dashboard from which you manage every aspect of your branded loyalty app. It gives your team a single place to publish content, build campaigns, review customer data, and configure your loyalty programme — all through an interface designed for business owners and marketing staff, not developers. You access it from any modern browser on any device, with no software to install.

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CRM Capabilities at a Glance

The Content section of the CRM lets you control everything your customers see inside the app — beyond loyalty mechanics.What you can manage:
  • News articles — publish updates, announcements, and promotions with rich text and images; target specific audience segments and schedule publication in advance
  • Coupons — create digital discount and offer coupons, set validity windows and redemption limits, and enable scratch-to-reveal gamification for higher engagement
  • Events — list upcoming events with full details, enable GPS check-in for customers who attend, and assign points or rewards for participation
  • Locations — manage your physical locations, set up geofencing zones that trigger in-app notifications when customers are nearby, and configure Click & Collect options
Every piece of content you publish is versioned. If you need to check what was changed or roll back to a previous state, the change history log has a full record.

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Role and Permission Management

If more than one person in your organisation uses the CRM, you can assign each user a role that controls what they can see and do. This keeps sensitive data private and prevents accidental changes by staff who only need access to specific functions. How roles work:
  • Administrators have full access to all CRM sections, including billing details, integration settings, and user management
  • Marketing managers can build and send campaigns, manage content, and view analytics, but cannot access customer financial data or system settings
  • Content editors can create and publish news, coupons, and events, but cannot send campaigns or view individual customer profiles
  • Read-only viewers can access reports and dashboards without being able to modify any content
Role names and permission scopes can be customised to match your organisation’s structure. Contact your Pocketshop account manager to configure custom roles.
You manage team members and their roles from the Settings → Team section of the CRM. Adding a new user sends them an automatic invitation email with login instructions.

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Change History

Every change made in the CRM is recorded automatically. The change history log shows you:
  • What was changed — the specific field or content item that was modified
  • The previous value — what it was before the change
  • The new value — what it was changed to
  • Who made the change — the CRM user account responsible
  • When it happened — a precise timestamp
You can access the change history from the detail view of any content item — a news article, coupon, event, campaign, or loyalty rule. This gives you a clear audit trail for compliance, quality control, and troubleshooting.
Change history is a log, not a full version-control rollback system. If you need to restore a previous version of a piece of content, you can use the logged previous values as a reference and re-enter them manually.

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Mobile-Optimised Interface

The Pocketshop CRM is fully responsive and works in any modern browser on any device — desktop, tablet, or smartphone. You don’t need to install an app to manage your loyalty platform; log in at your CRM URL from wherever you are. Common tasks that work especially well on mobile:
  • Checking today’s analytics after a campaign send
  • Approving a scheduled content item before it publishes
  • Reviewing new customer registrations
  • Sending a quick push notification during a busy sales period
New CRM users typically need only a brief onboarding session with a Pocketshop specialist to feel confident managing the platform day-to-day. Video tutorials covering key workflows are also available in the Help Centre for self-paced learning.

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Explore the CRM in Depth

Loyalty Programme

Configure points ratios, stamp cards, tier rewards, and welcome bonuses from the Loyalty section of the CRM.

Campaigns & Messaging

Build targeted push, RCS, WhatsApp, and SMS campaigns with AI-assisted copywriting and audience segmentation.

Customer Segments

Create and manage behavioural, attribute, and event-based segments to personalise every customer interaction.

Analytics & RFM

Explore RFM analysis, loyalty metrics, and campaign performance reporting in the Analytics section.

Content Scheduling

Schedule news articles, events, and coupons with audience targeting and geofencing triggers.

Integrations

Connect Pocketshop to Shopify, WooCommerce, your POS system, and AI tools via the Integrations section.