CRM KIA

Offer / Gift / Redeem Management

This module runs the loyalty and rewards ecosystem — dealers, influencers and customers earn points through purchases and project contributions, then redeem them for gifts or cash.

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Points credited +50
Redeem request approved
REWARDS WALLETDealer • Sharma Traders
Active
Points Balance4,820pts
Cash Value₹ 4,820
Next gift4,820 / 6,700 pts
QR scan — Product A+50
Referral — new dealer+200
Milestone bonus+500
GiftCash
Redeem Points
5Ways to Earn Points
2Reward Types: Gift & Cash
7Redemption Workflow Steps
3User Groups: Dealers, Influencers, Customers
10.1 Earning Points

How Points Are Earned

Five ways for dealers, influencers and customers to build a points balance.

01

Product Purchases

Points auto-assigned on QR code scan at purchase.

02

Project Recommendations

Influencer earns for specifying your product.

03

Sales Achievements

Milestone-based bonus points.

04

Promotional Campaign Participation

Special event earning multipliers.

05

Referral Programs

Points for bringing new dealers or customers.

10.2 Reward Structure

Gift vs Cash Reward Structure

Set up gift rewards from a catalog, or cash rewards with a per-point value — each with its own fields.

Gift Reward
  • User Type (Dealer/Influencer etc.)
  • Title & Description
  • Points Required
  • Valid Start & End Date
  • Product Image
  • Available Quantity
Cash Reward
  • User Type
  • Title
  • Points Range Start & End
  • Per Point Cash Value (e.g. ₹1 per point)
  • Valid Start & End Date
  • Bank Transfer on Redemption
10.3 Redemption Workflow

Redemption Workflow

From earned points to a delivered gift or a transferred payment — every request is verified and tracked.

1
User Earns Reward Points

via purchases, referrals, projects

2
User Views Gift Catalog or Cash Redemption Options
3
User Submits Redeem Request

gift or cash

GiftCash
4
System Verifies Sufficient Points Balance
5
Admin Reviews & Approves / Rejects Request
ApproveReject
Gift↓Dispatch details capturedcourier, tracking, delivery date
Cash↓Bank transfer recordedTXN No., TXN Date, Bank Transfer Status
Request Marked as Delivered / Transferred

Set Per-Point Cash Value strategically. Analyze redemption patterns quarterly — increase points for high-margin products to drive channel focus.

Ready to launch a rewards program your channel loves?

Get a live walkthrough of Offer / Gift / Redeem Management.

Book a Free Demo Call +91-9811475755