CRM for campuses, corporates and franchises
Institutions & Customers
EngageFlake models the real structure of your organisation: institutions that can contain other institutions — a conglomerate holding companies, a campus holding departments — each bundling any number of customer groups and touchpoint groups.
Group customers on any basis. Group touchpoints (stores and vending machines) on any basis. Then apply institution-specific purchase and spending rules, offers and broadcasts — and they cascade exactly where you scoped them.
The old way
A customer base you can’t see or segment?
- Thousands of customers, zero usable segments — everyone gets the same message
- Employee and member lists out of date the day after they’re shared
- Onboarding a new corporate client takes days of data entry
1000s
of users onboarded per upload
1
profile per customer, platform-wide
Days → hours
corporate onboarding time
What Institutions & Customers does for you
Nested institutions
Institutions inside institutions, to any depth — model a group of companies or a campus of departments as it really is.
Customer groups, any basis
Segment people by role, department, behaviour, plan — any criteria. N groups per institution.
Touchpoint groups, any basis
Bundle stores and vending machines into named groups — even across channel partners — for targeting and rules.
Institution-scoped policy
Purchase rules, spending limits, offers and broadcasts applied per institution — and inherited down the tree.
Your words, not ours
Students, employees, members or customers — the console adapts its terminology to your organisation.
Customer 360°
One profile per person: orders, wallets, entitlements, engagement — across every touchpoint they use.
Three steps, zero friction
Import
Upload the employee/student roster — thousands of rows at once.
Structure
Map departments and groups; attach rulesets and wallets.
Go live
Cards ship, the app opens, and every purchase flows through the same directory.
Works even better with
See Institutions & Customers on your own operation.
A 30-minute walkthrough with your real use case — no slideware, the actual product.
Or write to us directly — contact@engageflake.com