Retail Solutions – Scheme & Loyalty Program by Optigo ERP

Optigo ERP empowers jewellery retailers with powerful tools to build customer loyalty and boost sales through customizable schemes and loyalty programs. With these features, your store can offer attractive customer benefits, manage collections, and track redemptions – all digitally, transparently, and efficiently.

🎁 Scheme Management in Optigo ERP

Create and manage retail schemes effortlessly in Optigo.
Whether it’s a gold-saving plan, monthly installment scheme, or a promotional offer – Optigo gives you complete control to design, run, and monitor schemes that attract customers and build trust.
With Optigo’s scheme management, your team stays organized, and your customers stay engaged throughout the scheme duration. It increases customer retention and ensures predictable sales flow.

Key Features of Scheme Management:

📐

Custom Scheme Design

Design custom schemes for gold weight or fixed amount goals.

🧾

Customer Enrollment

Enroll customers and start collecting monthly or one-time payments.

🧾

Instant Payment Receipts

Provide payment receipts instantly with proper tracking.

🎯

Maturity Conditions

Set maturity conditions – whether redemption is in gold or amount.

⏳

Auto Scheme Tracking

Auto-calculate scheme status based on installment or duration.

📊

Access real-time reports

Access reports for pending payments, maturity schedules, and customer-wise summaries.

📤

Receipt & Summary Sharing

Print or send scheme summaries and receipts via WhatsApp or Email.

⭐ Loyalty Program Management in Optigo ERP

Reward your customers and keep them coming back! With Optigo’s loyalty program, you can assign loyalty points based on purchase value, encouraging repeat sales and long-term customer relationships.
This program not only increases customer satisfaction but also boosts overall sales.
Loyal customers become brand ambassadors and contribute to long-term growth.

Key Features of Loyalty Program:

⚙️

Loyalty Rule Setup

Define loyalty rules in the system using master settings.

💳

Point Earning Configuration

Set how many points to award per ₹ amount spent.

➕

Automatic Point Accumulation

Automatically accumulate loyalty points for each customer purchase.

🎁

Point Redemption

Allow customers to redeem points during future purchases.

💱

Redemption Value Control

Customize redemption value (e.g., 1 point = ₹1 or as per your policy).

📊

Live Balance & History

Monitor point balances and redemption history in real time.

🌟

Loyalty Tiers & Rewards

Offer special loyalty tiers or rewards to high-value customers.

🚀 Benefits of Scheme & Loyalty Programs with Optigo:

Increased customer retention and satisfaction.
Higher repeat purchases through rewards and scheme engagement.
Easy tracking of payments, redemptions, and balances.
Automated reporting and customer-wise records.
Paperless and error-free scheme management.
Real-time visibility into scheme performance.
Ready to boost your customer loyalty and run powerful schemes?
Choose Optigo ERP to streamline your retail engagement and drive long-term success.

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