Customer Management
“I don’t know who my customers are.”
Turn anonymous visitors into known customers with automatic data collection and simple CRM tools. Build relationships that drive repeat business.
Anonymous Customers
You serve customers every day but know nothing about them. No names, contact info, or visit history. It’s impossible to build relationships or encourage repeat visits.
- Customers are anonymous - no way to identify repeat visitors
- No customer contact information for marketing or follow-up
- Can’t track customer behavior or preferences
- Unable to reward your best customers appropriately
- No data to make informed business decisions
Known Relationships
Kardly automatically collects customer data when they add your loyalty card, giving you a complete customer database with zero extra effort.
- Automatic customer data collection through loyalty cards
- Complete customer profiles with contact info and visit history
- GDPR-compliant data collection with customer consent
- Simple CRM dashboard to manage customer relationships
- Export customer data for marketing and analysis
How Customer Management Works
Automatic data collection through loyalty cards means you build your customer database without any extra effort.
1. Enable Data Collection
Add optional data collection fields to your loyalty cards. Customers provide info when they sign up.
2. Customers Share Information
When customers add your card to their wallet, they can optionally provide name, email, phone, and more.
3. Build Your Database
View complete customer profiles, visit history, and contact information in your CRM dashboard.
Simple Customer Management Tools
Data Collection Tools
Collect customer information automatically through your loyalty cards. Choose what data to request and make it optional or required.
- GDPR Compliant
- Optional Fields
- Auto Collection
- Contact Info
CRM Dashboard
Manage your customer database with a simple CRM interface. View profiles, track visits, and export data for marketing.
- Customer Profiles
- Visit History
- Data Export
- Search & Filter
Build Lasting Customer Relationships
Local Coffee Shop
Food & Beverage
CHALLENGE: Serving 100+ customers daily but only recognizing a few regulars. No way to reach customers for promotions or special events.
SOLUTION: Enabled data collection on loyalty cards. Customers provide email and phone when signing up. Now has 200+ customer contacts.
RESULT: Can now email customers about new menu items and special events. Customer retention increased by 35%.
Hair Salon
Health & Beauty
CHALLENGE: Clients book appointments but forget to rebook. No easy way to follow up or remind about regular treatments.
SOLUTION: Collects client contact info through loyalty cards. Uses CRM to track last visit and follow up appropriately.
RESULT: Reduced no-shows by 20% and increased rebooking rates through timely follow-up communications.
Boutique Store
Retail
CHALLENGE: Customers browse and buy but no way to notify them about new arrivals or sales. Lost opportunities for repeat business.
SOLUTION: Built customer database through loyalty program. Now can reach customers with personalized offers and new arrival notifications.
RESULT: Increased repeat purchase rate by 25% through targeted marketing to known customers.
Simple CRM Without the Complexity
Get all the benefits of customer relationship management without expensive software or complex setup.
👤 Customer Profiles
Complete view of each customer including contact info, loyalty progress, visit history, and personal notes.
- Contact information and preferences
- Complete visit and purchase history
- Loyalty card progress and rewards earned
- Staff notes for personalized service
📊 Data Collection
Automatically gather customer information through your loyalty cards with full GDPR compliance and customer consent.
- Name, email, phone collection
- Birthday and anniversary dates
- Preferences and special requests
- Marketing consent tracking
🔍 Search & Filter
Find customers quickly by name, email, phone, or loyalty status. Export data for marketing campaigns.
- Quick search by contact information
- Filter by loyalty status or activity
- Export customer lists for email marketing
- Find VIP customers for special treatment
Privacy-First Customer Data
Collect customer data responsibly with full GDPR compliance and transparent consent management.
GDPR Compliant
All data collection follows GDPR guidelines with proper consent mechanisms and easy data removal.
Customer Consent
Customers choose what information to share. Data collection is always opt-in, never required.
Data Security
Customer information is encrypted and stored securely. Regular security audits ensure data protection.
Easy Data Export
Customers can request their data or deletion at any time. Full transparency in data handling.
Purpose Limitation
Customer data is only used for loyalty program management and with explicit consent for marketing.
Data Minimization
Only collect data you actually need. Choose which fields are required vs. optional for customers.
Start Building Your Customer Database
Set up customer data collection in minutes. No technical skills required.
- Set up your loyalty cards (if you haven’t already)
- Enable data collection fields in your card settings
- Choose which information to collect from customers
- Start sharing your loyalty cards with customers
- Watch your customer database grow automatically
Maximize Your Customer Relationships
Combine customer management with these tools for complete customer relationship success.
- Customer Engagement - Once you know your customers, engage them with targeted notifications and location-based offers. Learn more →
- Digital Loyalty Cards - Start with loyalty cards to attract customers, then use data collection to build lasting relationships. Learn more →
Ready to Know Your Customers?
Transform anonymous visitors into known customers. Build relationships that drive repeat business and long-term growth.
Related Solutions: