Product · Rewards engine
Make rewards easier to run and explain.
Bring earning rules, referral claims, balances and settlements into one connected process. Your team can trace the activity behind a balance, and members can see where they stand.
- 1
Activity comes in
A qualifying action or referral is captured with the record it belongs to.
- 2
Rules are applied
The agreed earning rules check eligibility before anything is posted.
- 3
A person reviews exceptions
Unclear or sensitive items wait for someone on your team.
- 4
The balance is updated
An approved entry lands in the ledger, and the member view can reflect it.
A clear view of the program
Every balance should have a story you can follow.
The ledger connects a reward to the activity, rule and adjustment behind it. The portal gives members visibility, while the team manages the program and reviews exceptions.
- Rewards and loyalty, with a ledger
- Referrals, from claim to reward
We scope each implementation around your program. Share a short brief about your rules and tools so we can review your needs before arranging an intro call. Earning rules, data sources, approvals and settlement arrangements are agreed before the build.
Core engine
Rewards & loyalty
- Earning cycles
- Define when rewards accrue, when a cycle ends and what is ready for review.
- Milestones & tier multipliers
- Set the milestones and tiers that determine how a member earns.
- A record behind every balance
- Track credits, adjustments and settlements as ledger entries that can be checked.
- Settlements & history
- Trace a settlement back to the entries and rules that created it.
- Multilingual member portal
- Let members review their progress, balance and history through a portal connected to your CRM.
- Staff support view
- Give authorized staff a view of a member's experience when answering questions.
Referral / affiliate program setup
From referral to reward
- Claims & relationships
- Record who referred whom and check a claim before rewards accrue.
- Tiered rewards & caps
- Apply the agreed earning rules and limits to each eligible referral.
- External referrers
- Support referrers outside the member program with their own account view.
- Campaigns
- Define a limited campaign with its own eligibility rules and reward structure.
Connected to the tools you use
Connections can include your CRM, your automation tools, and a member view your team already understands. We assess the fit with your existing tools before the build.
Start with the rules of your program.
Bring a sample earning cycle, your member structure and the way rewards are approved today. We will map the data, rules and review points needed for a useful first implementation.
Potential uses include customer loyalty, membership programs, SaaS partner programs and multi-location businesses. The right scope depends on your program and its requirements.
Give your program a clear operating system.
Tell us how people earn, what you track and where the manual work happens. We will help map the first build.