Customer loyalty software: 8 best CRM-integrated platforms for sales teams

Customer loyalty software that connects directly to your CRM turns customer behavior into actionable intelligence your revenue team can use on every call. When loyalty data flows into the same workspace where your sales team manages deals, your reps get the context they need to close more deals and spot expansion opportunities in real time.

We’ll walk through 8 CRM-integrated loyalty platforms built for sales teams, the features that drive adoption, and how to implement one smoothly. You’ll see how the right platform brings loyalty data directly into your pipeline, so your team can act on insights without switching tabs or waiting on reports.

What is customer loyalty software?

Customer loyalty software tracks customer engagement, rewards, and retention metrics across your business. It shows you who’s buying repeatedly, who’s at risk of leaving, and which accounts are ready to spend more.

The best loyalty platforms connect directly to your CRM, putting customer behavior data in the same workspace where your sales team manages deals. Instead of tracking points in a separate system, you get actionable intelligence that drives pipeline decisions.

Why integrate loyalty tools with your CRM

When loyalty data lives inside your CRM, your revenue team stops guessing and starts acting on real signals. You can spot churn risks before they materialize, identify the right moment for an upsell, and personalize every conversation without switching tabs or waiting on reports.

Integration eliminates the gap between customer engagement and sales execution. Your team sees customer loyalty status, reward milestones, and behavioral trends right next to deal stages and contact history — turning retention insights into revenue opportunities in real time.

8 best customer loyalty software platforms that work with your CRM

Most loyalty software treats your CRM like an afterthought. You get a basic data sync, but your sales team is left in the dark without the insights that actually drive revenue. These 8 platforms connect loyalty data directly to your sales workflows so your team can act without switching tabs.

1. monday CRM

Turn loyalty signals into actions your revenue team can run with, not data they have to hunt down, with monday CRM. Track deals, accounts, and loyalty-driven customer retention plays in one workspace. Sales, account management, and RevOps all see the same thing. Instead of treating loyalty as marketing’s job, teams use monday CRM to connect loyalty status to pipeline movement, renewals, and expansion. Who’s trending toward VIP status, and who needs a save-this-account moment today?

Use case: Revenue teams that need to run loyalty-driven account motions inside the same CRM they use to manage the full customer journey

Key features

• Centralized customer timeline: Track emails, meetings, and notes in Emails & Activities, so every loyalty conversation has context.
• Mass email and tracking: Send individual or mass emails using dynamic fields and templates, and track performance like open rate and link clicks. Want to invite only “gold tier” customers to a VIP event? Segment your board and send.
• Custom dashboards for revenue visibility: Build code-free dashboards to monitor pipeline status, forecasting, team performance, and activity. Add sales-specific widgets like the leaderboard and funnel to connect loyalty engagement to revenue execution.

Pricing

• Basic: $12/month per user (billed annually) — 1,000 active contacts & deals, 1 custom dashboard
• Standard: $17/month per user (billed annually) — 10,000 active contacts & deals, 5 custom dashboards, 250 automations/month
• Pro: $28/month per user (billed annually) — Unlimited contacts & deals, 50 custom dashboards, 25,000 automations/month
• Enterprise: Custom pricing — Unlimited everything plus enterprise security, governance, and 24/7 support
• Annual discount: 18% savings when billed yearly
• Minimum 3 users required

Why it stands out

• Fits how your team sells: Teams adapt monday CRM to their sales process with an intuitive interface and no-code building blocks, so loyalty motions don’t get stuck in “phase 2.”
• Supports the full customer journey: From lead management, to deal execution, to post-sales onboarding and renewals, monday CRM covers the work loyalty programs influence most.
• Built for visibility and control: With centralized customer info, dashboards, and permissions, revenue leaders can see what’s moving, what’s stuck, and where loyalty is changing outcomes.

2. Capillary Technologies

Capillary Technologies delivers enterprise-grade loyalty management for brands managing complex omnichannel customer relationships. The platform combines AI-powered personalization with comprehensive coalition program capabilities, making it perfect for large retailers handling millions of transactions across multiple touchpoints.

Use case: Enterprise brands that need to manage large-scale, omnichannel loyalty ecosystems with advanced personalization and coalition program capabilities

Key features

• Advanced customer segmentation and behavioral analytics: Analyzes purchase patterns, channel preferences, and engagement behaviors to create detailed customer segments for targeted loyalty campaigns.
• Real-time personalization across multiple touchpoints: Delivers consistent loyalty experiences whether customers shop in-store, online, or through mobile apps.
• Comprehensive partner and coalition program management: Supports complex loyalty ecosystems with point transfers, reward redemptions, and partner settlements across coalition members.

Pricing

• Custom pricing: Quote-based pricing determined by transaction volume, feature requirements, and implementation scope
• Contact required: No public pricing tiers available — all pricing discussions handled through sales consultation
• Additional costs: Potential add-ons include Rewards+ marketplace access, professional services, and third-party communication channel fees

Considerations

• Requires significant technical resources for implementation and ongoing management, making it less suitable for small or mid-market businesses.
• Complex platform breadth across multiple modules can lead to longer implementation timelines and dependency on consulting services.

3. Annex Cloud

Annex Cloud delivers a comprehensive loyalty ecosystem that goes way beyond basic points programs. The platform targets mid-market and enterprise brands who need referral management, user-generated content integration, and community building alongside traditional rewards. With 125+ prebuilt integrations and SAP Endorsed App status, it’s built for complex tech stacks that demand enterprise-grade reliability.

Use case: Mid-market and enterprise brands that need multi-faceted loyalty programs combining rewards, referrals, advocacy, and community engagement

Key features

• Comprehensive loyalty suite with referrals and advocacy: Manages traditional points-based rewards while tracking referral activity, customer reviews, social sharing, and brand advocacy behaviors that contribute to overall loyalty scores.
• User-generated content integration with loyalty rewards: Customers earn points for submitting product reviews, sharing photos, creating content, or engaging with brand communities, connecting loyalty programs with content marketing initiatives.
• Advanced analytics and community building: Provides detailed reporting on program performance, customer engagement patterns, and ROI metrics alongside forums, discussion boards, and social features that foster community engagement.

Pricing

• Custom pricing: Quote-only through request a demo process
• Starting investment: Third-party sources indicate approximately $15,000/year, though enterprise deployments typically cost more
• Additional costs: Professional services for implementation and reward fulfillment may carry separate charges

Considerations

• Learning curve and UI modernization needs noted in customer reviews, with implementation complexity increasing significantly when using advanced features.
• Enterprise-focused pricing and complexity may be excessive for smaller businesses seeking straightforward loyalty programs.

4. Talon.One

Talon.One delivers an API-first incentives engine that unifies loyalty programs with promotions and pricing workflows. The platform targets enterprise teams who need highly customized loyalty mechanics and have the technical resources to build sophisticated integrations. With sub-50ms response times and billion-member scale capabilities, it’s built for organizations that can’t compromise on performance.

Use case: Enterprises that need highly customized, high-scale loyalty mechanics integrated into existing engagement and pricing systems

Key features

• Flexible rule-based loyalty engine: Create complex point accrual, tier progression, and reward eligibility logic with subledgers for multi-brand setups and support for negative points to handle refunds safely.
• Real-time fraud detection and prevention: Built-in monitoring identifies suspicious patterns like point farming and account abuse, protecting program integrity and preventing revenue loss.
• Advanced A/B testing with AI optimization: Test different customer loyalty structures and reward offers while leveraging Talon.One Predict for next-best-offer recommendations and propensity modeling.

Pricing

• Starter, Professional, Enterprise tiers: Custom pricing based on data volume and API usage
• Free developer environment: Available for testing and integration development
• Enterprise add-ons: Dedicated database servers, custom SLAs, and expert technical support available

Considerations

• Technical complexity: Requires development resources for setup, integration, and ongoing management, making it unsuitable for teams without engineering capabilities.
• Unpredictable costs: Custom pricing based on API calls and data volume can make budget planning challenging for high-volume loyalty programs.

5. Yotpo

Yotpo combines review collection with loyalty program features, creating a unified retention platform for e-commerce brands. The platform specializes in connecting customer reviews, ratings, and user-generated content with loyalty rewards, making it ideal for brands where social proof drives purchase decisions.

Use case: E-commerce brands that want to combine customer reviews and user-generated content with loyalty programs to drive repeat purchases

Key features

• Integrated reviews and loyalty management: Customers earn loyalty points for submitting product reviews, sharing photos, and creating content while the platform displays reviews alongside loyalty messaging to drive both engagement and conversion.
• SMS marketing via integration: Yotpo no longer offers a native SMS tool, instead naming Attentive as its preferred partner. You can connect your loyalty data to a dedicated SMS platform to send targeted campaigns based on customer tiers and points.
• Visual user-generated content collection: Collects customer photos and videos, enables rights management for brand usage, and displays visual content on product pages while rewarding contributors with loyalty points.

Pricing

• Free: Available for stores with ≤100 orders/month
• Pro: $199/month with $0.20/order overage after 500 orders/month
• Premium: $799/month with advanced features and customer success manager access
• Enterprise: Custom pricing available

Considerations

• Pricing can become expensive for smaller brands, especially with overage fees on the Pro plan after 500 monthly orders.
• Platform primarily serves e-commerce businesses and lacks features relevant to B2B or service-based companies.

6. SessionM (Mastercard)

SessionM delivers transaction-based loyalty programs that automatically reward customers based on real purchase behavior, not manual point adjustments. Backed by Mastercard’s global infrastructure, the platform specializes in high-volume retail and financial services applications where real-time decisioning matters most.

Use case: Large retailers and financial institutions that need enterprise-scale, transaction-based loyalty programs

Key features

• Transaction-based reward processing: Connects directly to payment systems and POS platforms to automatically award points based on actual purchase data in real-time.
• Real-time decisioning and offer management: Evaluates customer transactions as they occur, applying complex rules to determine point accrual and reward delivery within milliseconds.
• Financial services compliance and security: Meets banking industry security standards and handles sensitive financial data according to regulatory requirements.

Pricing

• Custom pricing: Quote-based pricing determined by transaction volume and program scope
• Enterprise focus: Pricing tailored to high-volume retailers and large financial institutions
• Professional services: Additional costs for implementation, optimization, and ongoing program management

Considerations

• Custom pricing based on transaction volume makes it expensive for high-volume operations, with costs potentially reaching significant levels for large retailers or financial institutions.
• Limited to financial services and retail verticals, requiring integration with transaction processing systems and potentially significant implementation timelines.

7. Antavo

Antavo delivers AI-powered loyalty technology designed for enterprise brands who want to go beyond basic points programs. The platform specializes in gamification, social engagement, and community-building features that create deeper customer connections. With its no-code approach and enterprise-grade security, Antavo helps global brands like KFC and C&A build loyalty programs that actually drive engagement.

Use case: Enterprise retail, fashion, and hospitality brands that need sophisticated loyalty programs with gamification, social features, and community elements

Key features

• No-code workflow builder: Drag-and-drop program logic with event triggers, A/B testing, and budget controls that let marketers create complex loyalty mechanics without IT support.
• Advanced gamification and social features: Prize wheels, challenges, leaderboards, user-generated content rewards, and community clubs with points pooling for up to 100,000 members.
• Enterprise-grade security and integrations: ISO 27001/27017/27018 certifications, GDPR compliance, and certified connectors with Salesforce, Braze, Shopify, and other major platforms.

Pricing

• Quote-only pricing: Based on program complexity and customer volume
• No published tiers: Enterprise deals require consultation and demo
• Implementation costs: Additional integration and front-end development typically required due to headless architecture

Considerations

• Quote-only pricing with no self-serve options makes it difficult to evaluate costs upfront.
• Headless architecture often requires significant development work to build member-facing interfaces and redemption experiences.

8. Oracle CrowdTwist

Oracle CrowdTwist delivers enterprise-grade loyalty programs with advanced analytics and machine learning capabilities for large organizations. The platform specializes in engagement-based loyalty that goes beyond traditional spend-and-get models, making it ideal for restaurants, retailers, and entertainment venues already using Oracle’s ecosystem. Built on Oracle Cloud Infrastructure, it handles millions of customers while providing real-time insights and personalized experiences.

Use case: Large enterprises that need comprehensive loyalty program management with deep Oracle ecosystem integration and advanced analytics capabilities

Key features

• Advanced customer analytics and machine learning insights: Uses Oracle’s AI to predict customer behavior, identify churn risk, and recommend optimal rewards based on complex behavioral patterns.
• Comprehensive personalization and targeting capabilities: Delivers individualized loyalty experiences through detailed customer profiles, behavioral data, and predictive models that personalize everything from reward offers to communication timing.
• Enterprise-scale data processing and security: Handles millions of customers and billions of transactions with Oracle’s enterprise infrastructure while meeting strict security and compliance requirements.

Pricing

• Custom pricing: Quote-based pricing through Oracle sales engagement
• Contact sales required: Pricing reflects enterprise positioning and Oracle’s custom implementation model
• Volume and annual commitments: Universal Credits provide discounted pricing for larger Oracle infrastructure investments

Considerations

• Best suited for organizations already using Oracle infrastructure, as companies without existing Oracle investments face higher integration complexity and costs.
• Requires sales engagement to obtain quotes, reducing pricing visibility compared to platforms with published pricing tiers.

Features that turn loyalty software into a revenue engine

Your loyalty program is a goldmine. But what happens when that gold stays locked in the marketing department? Sales teams fly blind, missing chances to connect with their best customers.

A sales-ready loyalty platform changes the game. It puts valuable customer insights right where your revenue team lives, turning loyalty points into closed deals and real-time engagement into pipeline momentum. The right platform doesn’t just track rewards—it uses AI to predict behavior, automates outreach, and connects every data point to revenue outcomes.

Here’s what separates loyalty software that drives revenue from platforms that just collect dust:

• Seamless CRM integration without IT tickets: Loyalty data flows directly into your CRM the moment a customer hits a milestone. No clunky exports, no scheduled syncs, no switching tabs during live calls.
• AI-powered churn prediction: Get a heads-up on at-risk accounts 30-90 days before they go quiet. AI digs into loyalty data to find the real signals that predict buying decisions, so your team stops guessing and starts acting on intelligence.
• Intelligent upsell and expansion signals: Know exactly when a customer’s behavior shows they’re ready for an upgrade. AI spots expansion opportunities your team might otherwise miss, turning engagement patterns into pipeline momentum.
• Automated customer segmentation: Group customers by how they actually act, not just who they are. AI-driven segmentation means your outreach hits the right people at the right time, every time.
• Mobile access for field teams: Pull up critical customer history from anywhere, even offline. Log interactions right after meetings end and get real-time alerts when customers hit new customer loyalty tiers — all from your phone.
• Fast implementation with pre-built connectors: Go live in weeks, not quarters. Flexible API architecture and ready-made integrations eliminate custom development, so you can connect your loyalty platform to your CRM quickly and get back to selling.
• Built-in privacy and compliance tools: GDPR compliance, data minimization, and transparent consent management aren’t add-ons — they’re core features.
• Revenue-focused dashboards: See exactly how engagement impacts your pipeline, deal size, and win rates in real time. Visualize customer loyalty’s effect on deal progression, combine CRM activity with loyalty engagement for complete customer health scores, and connect program spend directly to sales outcomes.
• AI-powered personalization at scale: Ditch the one-size-fits-all emails. AI automatically tailors offers and messages for each person based on their behavior, so your outreach feels personal without the manual work.
• Automated loyalty workflows: Trigger congrats emails when customers hit new statuses, launch retention workflows the moment engagement dips, and alert reps when activity signals expansion readiness.

This shift from reactive rewards to proactive intelligence is what separates modern revenue teams from the rest. By automating touchpoints and surfacing AI-driven insights, you ensure no customer falls through the cracks, turning routine milestones into revenue opportunities and outdated customer loyalty systems into smart engines that predict what customers want before they even ask.

5 steps to select loyalty software your team will actually use

Most customer loyalty software is bought by leaders and ignored by reps. The problem? Decision-makers hunt for features, but the 41% of consumers participating in a loyalty program just want something that doesn’t break their workflow. The secret is picking a platform your team will actually use, not just one that looks good on a checklist.

Here’s how to build a winning loyalty program by choosing the right software:

Step 1: Map your CRM integration needs

Your CRM is the source of truth for your revenue team. Bolting on a loyalty platform that doesn’t connect seamlessly just creates data chaos and frustrated reps. Before you look at a single demo, you need to know exactly how this new tool must fit into your current world.

A quick assessment will save you from major headaches later:

• Audit your current setup: Get real about your existing CRM. What customizations, fields, and workflows are already in place? Any new software has to play nice in this environment.
• Trace the data flow: What information needs to be visible, where, and how often? If a sales rep can’t see a customer’s loyalty status before a call, the integration has already failed.
• Define user access: Who needs to see the data, and who needs to edit it? Setting the right permissions from the start keeps your data secure and your workflows clean.

Step 2: Calculate the real cost of ownership

The subscription fee is just the cover charge. Real costs show up in implementation, training, and ongoing maintenance. To avoid budget surprises that kill adoption before it even starts, you need to see the full financial picture.

Hidden costs to account for:

• Platform and setup fees: Look beyond the monthly subscription. What are the costs for implementation, data migration, and configuration?
• Training and adoption time: Your team’s time is money. Factor in the hours they’ll spend in training and getting up to speed instead of selling.
• Ongoing maintenance: What will it cost to handle updates, support tickets, and customizations? A platform should reduce your team’s work, not add to it.

Step 3: Test for real-world usability

Vendor demos are pure theater. They show you a perfect workflow with perfect data. But what happens on a chaotic Tuesday afternoon when the data is messy and a deadline is looming? That’s the test that matters.

Stress-test platforms before committing:

• Demand a real trial: Use an extended trial to test the software with your actual customer data and sales scenarios. First impressions from a demo don’t count.
• Involve your team: Let your sales reps, account managers, and RevOps team put the platform through its paces. Their buy-in is non-negotiable.
• Test on the go: Can your field sales team use it effectively from a phone? If the mobile experience is clunky, it’s a deal-breaker for remote teams.

Step 4: Verify scalability and flexibility

A platform that works for 10 users might buckle under the pressure of 100. Features that seem fine today could become a bottleneck next year. Choosing a scalable platform now prevents a painful migration later.

Questions that reveal long-term viability:

• How does it grow? See how pricing and performance change as you add more users and data. You shouldn’t be punished for success.
• Can it handle volume? Make sure the platform can manage a growing customer base and transaction history without slowing to a crawl.
• Is the API flexible? As your tech stack evolves, you need a platform that can connect to new systems easily. A weak API will hold you back.

Step 5: Run a pilot program that proves value

A pilot isn’t just for kicking the tires; it’s for proving ROI. Starting small in a controlled environment lets you validate a vendor’s claims, uncover challenges, and build expertise before committing to a full rollout.

Design your pilot for clear results:

• Define success: Set measurable outcomes for the pilot. Aim for improved retention rates, increased expansion revenue, or faster response times.
• Choose your champions: Select pilot participants who will give honest feedback and drive adoption if the program is a success.
• Plan the expansion: Before the pilot even starts, create a roadmap for how you’ll scale it to the rest of the organization. A successful pilot creates its own momentum.

By following these steps, you ensure your investment delivers real value from day one, rather than becoming another unused tool in the stack.

Your loyalty implementation roadmap

Most loyalty software rollouts fail because teams jump straight into setup without a plan, leading to expensive mistakes and a tool nobody uses. Here’s a 4-step approach to get it right.

1. Get your data in order: Bad data in, bad loyalty program out. This first phase is all about knowing what you have before you build anything new. It prevents the headaches that derail most projects before they even begin. Start by mapping out every place customer data lives. Is the data clean and easy to access? Or is it a total mess? Once you have a clear picture, you can plan your next moves.
2. Build your customer loyalty engine: Now you turn the plan into reality. Configure the software to work for your business, not the other way around. Connect the loyalty platform to your CRM and other tools, making sure the data flows correctly. Then build the automations that make the program feel seamless for both your team and your customers.
3. Get your team on board: A great loyalty program is worthless if your sales team doesn’t use the data. Show them exactly how to use loyalty signals to close deals and build relationships. How does a customer’s tier status change the conversation? What’s the right move when someone is close to their next reward? Run hands-on training that gives reps real examples, then track adoption to see where you need to offer more support.
4. Launch, learn, and improve: Start with a soft launch to a small group of customers. This lets you catch any last-minute issues in a controlled environment before the full rollout. From there, gather feedback from your sales team and customers, make regular tweaks, and gradually expand. Revenue teams find success using monday CRM to centralize this data, creating a single source of truth that makes it easy to see what’s working and adapt quickly.

With this roadmap, you move from a chaotic rollout to a structured launch that builds confidence and drives adoption across your team.

Most loyalty programs create more work, not less. Sales teams get stuck juggling separate platforms and wrestling with data instead of building relationships. But what if loyalty management just worked?

Organizations achieve better results when they leverage monday CRM because everything lives in one place. No messy integrations, no data-syncing nightmares. Here’s how it delivers the must-have features that turn customer loyalty software into a revenue engine:

• Seamless CRM integration without IT tickets: Loyalty data flows directly into your workspace the moment a customer hits a milestone. No clunky exports, no scheduled syncs, no switching tabs during live calls.
• AI-powered intelligence built in: Get churn predictions before accounts go quiet, spot expansion opportunities your team might miss, and let AI draft personalized outreach emails. It’s like having an extra analyst on your team, surfacing the signals that actually drive revenue.
• Automated customer segmentation and workflows: Group customers by how they actually act, not just who they are. Trigger congrats emails when customers hit new statuses, launch retention workflows the moment engagement dips, and alert reps when activity signals expansion readiness.
• Revenue-focused dashboards: See exactly how engagement impacts your pipeline, deal size, and win rates in real time. Visualize loyalty’s effect on deal progression and connect program spend directly to sales outcomes.
• Mobile access for field teams: Pull up critical customer history from anywhere, even offline. Log interactions right after meetings end and get real-time alerts when customers hit new customer loyalty tiers.
• No-code flexibility: Adapt workflows with drag-and-drop tools. Your team can build what they need in minutes, not months — no help from IT required.
• Fast implementation with pre-built connectors: Go live in weeks, not quarters. Ready-made integrations eliminate custom development, so you can connect your loyalty data to your CRM quickly and get back to selling.

Most loyalty programs live in the marketing department, churning out engagement stats that mean nothing to your bottom line and leave you guessing about real customer health. Connecting that data to your sales process turns customer loyalty into a real forecasting tool.

Spot churn risks early and see exactly which customers are ready to upgrade, making revenue far more predictable. Reps get the complete customer story — loyalty status, behavioral trends, and sales history — so they can act on retention and expansion opportunities instantly. Finally, a loyalty program that drives revenue, not just another report.

Start turning loyalty data into revenue

The right loyalty platform doesn’t just track points — it transforms customer behavior into actionable intelligence your sales team can use to close deals, prevent churn, and spot expansion opportunities in real time. When customer loyalty data lives inside your CRM instead of a separate system, your revenue team stops guessing and starts acting on signals that actually matter.

With monday CRM, you can bring loyalty management directly into your sales workflow, eliminating data silos and giving your team the complete customer story they need to drive predictable revenue.