The intelligence behind every relationship.
Keep useful contact, consent and interaction context in one secure place. CRM works as a focused product and quietly enriches wider Incentively journeys when organisations choose to connect them.
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Event registered18 July
Reward delivered12 July
What is the Incentively CRM?
Bring contacts, consent and relevant relationship activity together in one secure organisational record, used independently or alongside other Incentively products.
Quietly enrich every interaction across the platform.
CRM is a focused relationship intelligence product, not the platform itself. It brings useful contact, consent and activity context together whenever teams choose to connect it with Forms, Events, Campaigns or other Incentively products.
One connected record
See the person, their details, consent and relevant activity together instead of hunting across products.
Built into every workflow
Add people from forms, events, campaigns, passes, surveys, imports or manual entry and keep the source clear.
Useful history, not clutter
Understand registrations, responses, attendance, rewards and communication activity in a practical timeline.
Consent-aware working
Record consent, preferences and lawful operational notes alongside the contact record.
Team-ready controls
Use roles, permissions and organisation boundaries to keep customer data available only to the right people.
From setup to results in four clear steps.
- 1Add or collect a contact
Manage this step in Incentively while keeping the campaign record, team activity and reporting connected.
- 2Connect activity from Incentively products
Manage this step in Incentively while keeping the campaign record, team activity and reporting connected.
- 3Review the complete relationship history
Manage this step in Incentively while keeping the campaign record, team activity and reporting connected.
- 4Use the record for the next relevant action
Manage this step in Incentively while keeping the campaign record, team activity and reporting connected.
Flexible enough for every campaign.
Configure the feature around your audience, brand and operational requirements.
Everything you need to know.
What is the Incentively CRM?
The Incentively CRM is the connected people layer across the platform. It brings contact details, consent and relevant activity from forms, events, campaigns, rewards, surveys and other Incentively products into one organisational record.
Do I have to use every Incentively product?
No. You can use the CRM with one product or many. The record becomes richer as you connect more of the journey.
Can contacts be added without a form?
Yes. Contacts can be added manually, imported where supported or created through connected workflows.
Does the CRM expose data between organisations?
No. CRM data is scoped to the organisation and protected by the platform’s access controls.
Start with the product that solves today’s need.
Add connected products when they improve the experience — without replacing what already works.