Insurance industry customer points management system software

The main functions are as follows:

Newly added: The card swiping function. The Yida customer points management system is mainly used for: a customer management system tailor-made for various small and medium-sized shops, companies and enterprises. By closely integrating customer information management, consumption management, points management and various data statistical inquiries, the operation is simple and convenient, and the interface is beautiful and generous. It can meet customer information management and customer points management in industries such as auto insurance, insurance, sales, catering, beauty, services and other industries.

The main functions of the system are as follows:

1. Customer management: manage the basic information of customers, and can perform operations such as adding, modifying, and deleting.

2. Consumption purchases: Manage customers’ recharge points.

3. Points redemption: The customer's current points can be redeemed for gifts, and points gifting is supported.

4. Data statistics: Conduct comprehensive statistical inquiries on customers' consumption situations, and you can easily grasp sales and recharges in any period.

Points status and points redemption status.

5. Supports all data export and EXCEL operations. Supports magnetic cards, strip cards, ID cards, etc.

6. Support automatic reminder function when insurance premium expires.