Contact details
Name, phone and email, on the client's record.
CRM
Every client, with their story: their record, their follow-up and their promos.
Every client's record with their validated data, their purchase and appointment history and their classification — and from there come the follow-up, the promos and the loyalty.
THE RECORD01 02 03
One record with everything about the client
The data, the ID and the history — in a single place.
Validated ID at registration
The ID is validated on registration; identification is in order from day one.
Purchase and appointment history
What they bought and the appointments they had, in a single place.
THE FOLLOW-UP01 02 03
Follow-up without losing the thread
Classify, find and follow every client from their record.
Everything adds up on its own
Every purchase and every appointment adds to the history with no one copying anything.
Tags and segments
You classify every client with tags, conditions, segments and referrals.
The record ready to keep the conversation going
The record is ready to keep the conversation going, without looking up data elsewhere.
FROM THE RECORD TO THE CAMPAIGN01 02 03 04
From the client's record to the campaign
The record isn't dead data: from it come the promos, the campaigns and the loyalty.
Promos that apply themselves
You configure your discounts and promos, and they apply themselves at the register — with no one having to remember.
Campaigns through your WhatsApp
WhatsApp campaigns, with the clients you already have on their records.
Reviews from your clients
Client reviews, from the same system.
Your business digital card
Your business with its loyalty digital card in Google Wallet.
YOUR DATA
Your clients’ data, yours and encrypted
The record is stored encrypted, with the ID validated at registration and searches through indexes that never expose the data. Every business is fully isolated: your account sees only your information — and we never sell your data.
ID validatedData encrypted
QUESTIONS
Client questions
What we're asked before getting the client base in order.
What does each client's record store?
Contact details — name, phone, email and validated ID —, the purchase and appointment history, and the classification you give them: tags, conditions, segments and referrals.
Does it work for follow-up and promos?
Yes: every purchase and every appointment adds to the history, the record is ready to keep the conversation going, and the promos you configure apply themselves at the register.
How does it connect with loyalty?
That's how: the discounts and promos apply themselves at the register, the campaigns go out through your WhatsApp, your clients leave their reviews and your business goes with its loyalty digital card in Google Wallet.
Can I segment clients?
Yes: you classify every client with tags, conditions, segments and referrals.
How safe is my clients' data?
It is stored encrypted with keys unique to each business — the ID never in plain text — and searches use indexes that do not expose the data. Every business is fully isolated: your account sees only your information, and we never sell your data.
Ready to see it working with your data? Request your demo
START TODAY
Start today
Tell us about your business and we show you Fluidty working, with your own data.
ID validatedData encrypted
