Rich contact profiles, flexible segmentation, membership tiers, and recurrence management — all connected to service cases and follow-ups.
Core features
Everything you need to manage customer relationships effectively in one place.
Store name, company, phone, email, address, social media handles, preferred channel, and custom notes.
Assign contacts to multiple groups: VIP, high spender, food sensitive, corporate, or any custom segment.
Gold (10% off), Silver (5% off), or custom levels with benefits. BMO POS discount applies automatically.
Manage monthly subscription fees, renewal cycles, and automated expiry reminders effortlessly.
Contact Profiles
Go beyond name and phone number. iCRM stores every detail your team needs to deliver personalised service and never repeat a conversation.
Segmentation
Organise customers the way your business thinks about them — then target the right group with the right message.
High spender, VIP, frequent buyer, premium account — identify your most valuable customers instantly.
Food sensitive, vegetarian, halal-only, product preferences, dietary restrictions — personalise every interaction.
Warranty active, pending renewal, needs follow-up, corporate account — any segment your business defines.
Loyalty program
Build loyalty programs that drive retention and repeat business.
Create multiple levels with different benefits tailored to your business model.
When integrated with BMO POS, membership discounts apply automatically at checkout — no manual calculation needed.
Set up recurring billing schedules. Track payment status and renewal dates automatically.
Automated notifications when membership is about to expire. Reduce churn with timely follow-ups.
See active members, upcoming renewals, and monthly recurring revenue at a glance.
Ecosystem
Contacts are the backbone of iCRM — every feature connects back to your customer profiles.
Create service records directly from contact profiles. Every enquiry becomes a structured case.
Send messages to contacts. AI auto-reply uses contact context for smarter responses.
Schedule site visits or meetings. Calendar view with contact details and auto-reminders.
Target specific contact groups. Track which segments respond best to your campaigns.
Generate PDF quotes for contacts using your inventory. Save to contact service history.
Automated follow-up reminders tied to contacts across SMS, email, and push notification.
Get iCRM and connect your contacts to service cases, WhatsApp, and membership — all in one platform.