Fundle
Fundle Retail AI/Loyalty & CLM

RETAIL AI · LOYALTY & CUSTOMER LIFECYCLE

Unified customer intelligence for connected loyalty.

One customer identity across POS, e-commerce, marketplaces and app. Predictive segmentation, next-best action and omnichannel journeys that measurably retain revenue.

SECTION · 01

The problem

Why loyalty & clm needs a coordinated AI approach.

Customer identity fragmented across store, online and marketplace channels

Loyalty points logic and campaign engine live in separate tools

No visibility on churn risk, CLV or cohort behaviour

Retention campaigns rely on generic broadcasts, not personalisation

Attribution across channels is manual and unreliable

SECTION · 02

How Fundle solves it

Loyalty & CLM in six coordinated steps.

One connected workflow that pulls signals in, decides what to do, executes the action across systems and keeps a full audit trail — every step configurable, every approval role-based.

STEP · 01

Identify

Unify identities across POS, e-comm, marketplace, app.

STEP · 02

Understand

Cohort, RFM, CLV, churn windows, category affinity.

STEP · 03

Decide

Recommend next-best action per customer segment.

STEP · 04

Execute

Launch omnichannel journey with approvals.

STEP · 05

Measure

Incremental revenue, redemption uplift, retention lift.

STEP · 06

Learn

Feed outcome back into segmentation and models.

SECTION · 03

Core capabilities

Everything Loyalty & CLM covers out of the box.

Every capability is a real, deployed feature — configurable per business, exposed via API and orchestrated by domain agents when appropriate.
Unified customer identity
Customer profiles
Points
Tiers
Rewards
Wallets
Coupons
Memberships
Referrals
Transaction capture
Customer cohorts
RFM segmentation
Churn prediction
Customer lifetime value
Next-best action
Campaign recommendations
Win-back journeys
Anniversary journeys
Personalisation
Campaign ROI

Channels & touchpoints

WhatsAppSMSEmailPushMetaGoogleWebAppCall centreIn-store POS

SECTION · 04

Who uses it & what it connects

Built for the enterprise, connected to your stack.

User roles

  • CMO
  • Head of Loyalty
  • CRM Manager
  • Campaign Manager
  • Store Manager
  • Data & Analytics

Integrations

  • POS
  • ERP
  • E-commerce
  • Marketplaces
  • WhatsApp Business
  • Email/SMS gateways
  • Meta Ads
  • Google Ads

Dashboards

  • Executive KPI
  • Cohort dashboard
  • Campaign performance
  • Redemption trends
  • Tier movement
  • Churn watchlist

SECTION · 05

Business outcomes

What customers pursue with this module.

Every deployment is configured, measured and reported against agreed metrics — no fabricated numbers, no hidden formulas.

Higher retention

Predict churn, launch reactivation, measure repeat revenue.

Personalised at scale

Every customer receives a segment-of-one journey.

Measured ROI

Campaign incrementality against holdout cohorts.

One customer 360

Store staff and campaign team share a single view.

SECTION · 07

Common questions

Frequently asked about loyalty & clm.

No — Fundle sits on top of your CRM as the intelligence and execution layer. We integrate rather than replace.

Get started with Loyalty & CLM

Build the loyalty & clm plan for your business.

A working session with our team. We map your existing systems, workflows and priorities against this module — you leave with a phased implementation plan.

A

Abhinav · Fundle.ai

Loyalty & ADSR Expert · Online

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