Retention · Revenue

CRM & loyalty

Centralise your customer relationships to convert more, then retain — where the margin is won.


What is it?

A CRM (Customer Relationship Management) brings together the history and follow-up of your customers and prospects: contacts, exchanges, opportunities, reminders. A loyalty programme adds mechanics to bring customers back.

What is it for?

To lose no opportunity and bring customers back: a prospect followed up at the right time, a customer rewarded, a relationship tracked. Retaining costs less than acquiring.

How it works

  1. 01We model your real customer journey, from lead to loyalty.
  2. 02We tool follow-ups and tracking at the right moment.
  3. 03We connect the CRM to your sales and your site to keep everything up to date.
With Meridian

We prototype a CRM to your process — not a generic behemoth — with the automations and loyalty programme that matter to you.

Frequently asked questions

CRM & loyalty

  • Is a CRM useful for a small business?

    Yes: as soon as you track more customers than memory allows, a CRM prevents lost opportunities.

  • Can the CRM connect to my site and sales?

    Yes — that’s the point: a single customer record, shared between the site, sales and follow-ups.

A single action

Describe a gesture you repeat.

We’ll tell you whether it’s a task, a capability or a system — and what it would take to automate it.

Talk about a specific case

Reply within 48 business hours.