Applications

Applications is a CRM.COM utility that allows a key user to configure the business’s front-end tools - the Contact app and Contact portal - without writing a single line of source code.

• Contact mobile app and web portal

  • The business's contacts can use these to carry out numerous self-service processes, such as registering, ordering, creating communities, managing their finances or buying a subscription.

Create & Manage Contact Portal

No code deployment of the business portal and the ability to set up the following self-serve components:

• Registration & Authentication

  • The business can configure how their contacts will be able to register (sign-up, sign-in) and what type of data will be used to authenticate the Contact when they take actions through the interface (e.g., ordering)

    • Registration

      • Email & Password

      • Email & OTP

      • Mobile Phone & OTP

      • Facebook

      • Google

      • OIDC

• Homepage

  • CRM.COM Wallet: Cash, Commerce and Business balances

  • Offers: Top used or recommended offers based on the "Featured Offers" set-up

  • Place an Order: the user can select the distribution method, access appropriate order catalogues and make an order.

  • Your Reward Tier: the user can see details about the level of reward tier he gets according to his settings (points)

• Offers

  • Featured offers are presented

  • The location of the nearest outlet (google maps) and the merchant details (e.g., logo, name, phone) are presented.

• Maps

  • The map is accessible from the offers section, and it's an integration with google maps.

  • Upon selecting a specific offer (featured or simple) and if the Merchant’s latitude/Longitude details are present (merchant address), the user can observe on the map the exact position of the merchant on the offer.

  • When the user clicks on the map pin, they can see more details about the Merchant (merchant name, address, industry sector.

• Payments

  • The user can make payment for an order after basket check-out

    • cash

    • card (use integrations with payment processors)

• Profile

  • Edit Profile: The merchant should configure the information that is needed from the consumer (e.g. name, day, birthday, gender etc. )

  • Account - option to choose between different accounts

    • Add your card to order

    • Spending Preferences

    • Participating schemes

• Top-up CRM.COM Wallet

• Redeem a Pass

• Mobile Pass Card

• Wallet Journals

• Orders History

Create & Manage Contact App

Same features as the portal above plus:

• Ability to select the home page layout

• Add app store details

Associated Processes

The following processes are related and can be used with the applications.

• register through a landing page and create/store a mobile pass: the Contact use a landing page to register in a business and, upon successful registration, get a mobile pass and store this in its wallet

• access consumer portal from a mobile pass: the Contact can access the consumer portal by using the link in the back side of the mobile pass

• Purchase using wallet funds with a Mobile Pass Card

  • At the time of payment, contacts request an OTP using their Mobile Pass Card (back side of the mobile pass) and provide the OTP to the cashier, who enters it on the POS, enabling the purchase to be made. CRM.COM finally deducts the appropriate amount of funds from the Contact's wallet.

Merchant App

The purpose of the Merchant app is to … It can be configured using the Applications utility by a key system without writing a single line of source code.

• Business users can submit purchases to CRM.COM. Two flows are supported: Identify the contact via a barcode/QR code and submit the purchase, and Accept payment, where contacts are identified and securely fully or partially pay off the submitted purchase using their CRM.COM Wallet funds.

Landing Pages

Landing Pages is a CRM.COM utility that allows a key user to configure, with no code, purpose-built web pages.

Two types of Landing Pages supported, one for each main CRM.COM features:

• Register: Page where a person lands on to register to a business. Contacts already registered to the business can use the same page to easily login to the business’s web-portal.

• Purchase eGift: Page where a person land on and purchases an electronic Gift Pass to sent to a recipient. This Landing page allows secure one-time payment flow via CRM.COM Wallet Gateway.

The landing page can be distributed via URL, QR code, and barcodes.

Create & Manage Landing Pages

• Creating a landing page is easy, requires no coding and involves setting up the following

  • Basic information

    • type (register, purchase a pass)

    • support mobile pass cards, and pass plan

  • text: Setup text fields and messages appearing on the Landing Page. The preview screen displays the applied changes instantaneously.

  • Colour: define the colours for all areas of the Landing Page from the pallets by clicking on the relevant colour area.

  • fields: here, we are defining and selecting the fields used to collect the required information from the Landing Page (only for registration)

  • image: Three different types of images (logo, header, background) can be added to the landing page. Transparency can be adjusted for the header and background images.

  • distribution: This option becomes visible once the Landing Page has been saved. The generated QR/bar code and URL distribution methods are displayed and can be copied.

  • success & failure message: definition of messages displayed upon successful or unsuccessful contact registration or e-Gift pass purchasing and sharing.

  • Payment Gateway: Required only when purchasing an e-Gift. Supported gateways are CRM.COM Wallet Gateway, JCC and Cardlink.