---
title: "How to use the Loyally.ai CRM"
description: "CRM for managing customer interactions and loyalty programs,"
url: https://help.loyally.ai/en/articles/66-how-to-use-the-loyallyai-crm
collection: "Customers and CRM"
updated: 2026-07-25
language: en
---

# How to use the Loyally.ai CRM

CRM for managing customer interactions and loyalty programs,

![](https://staticfiles.gleap.io/ghelparticle/5x5zikYoYuY6tIOZ5rqhuKlrIvljzUPpDfFcveEDjlTezsT6ocTZ80pp7Hsqs33gujoo0PxoltM.png)

## To use the CRM section in Loyally.ai

Sign in to [**Loyally.ai**](https://app.loyally.ai/) and go to '[**Customers**](https://app.loyally.ai/clients)' in the Menu Panel.

-   **Customer Section:** View your customer base, including those with loyalty cards and engaged in promotions.
    
-   **Profile Insights:** Access detailed information on each customer, including loyalty card types and engagement metrics like active rewards and total visits.
    
-   **Stamp Tracking:** Monitor customer progress in collecting stamps and earning rewards.
    
-   **Referral and Feedback Analysis:** Keep tabs on referral program success and customer feedback ratings.
    
-   **Card Management:** Adjust loyalty card details such as expiration dates and manage restoration for lost cards.
    
-   **Transaction History:** Review recent transaction details for insights into customer activity.
    
-   **Communication Tools:** Utilize personalized push notifications to maintain customer engagement.
    
-   **Data Management:** Regularly update and manage customer data, with caution regarding deleting active accounts.
    

![](https://staticfiles.gleap.io/ghelparticle/CIXJRXkJyHjLytPD9q05gTgBPHs8mZhPka31NVwr43j9ugHngu6z6TRHV7u1YQdmM56SzP1TPaZ.png)