Launch a loyalty program this afternoon and prove it works

A guided setup wizard, a visual tiered-program builder, and a built-in retention analytics dashboard on top of Odoo’s native cross-channel loyalty engine — so Sales, POS, and Website all share the same point balance from day one.

The problem

Loyalty apps promise a unified point balance across Sales, POS, and Website, but delivery is buried inside multi-level configuration menus with no guidance. Building tiered rewards means starting from a blank slate, help is scattered across outside blogs and videos, and once a program is live there is no way to see whether it is actually driving repeat purchases.

The solution

Cerevantix Sales Loyalty Program sits on top of Odoo’s native loyalty engine and adds exactly what is missing: a guided setup wizard with ready-made templates, a visual tier builder with membership pricing, one-glance point balances on the customer, sale order, and CRM lead, and a retention analytics dashboard that shows points issued, redeemed, and redemption rate over time.

Capabilities

Everything the competition promised, actually built

Every capability below is implemented in the module.

01

Guided Setup Wizard

A step-by-step wizard walks you from program name to a live program in a few guided screens — pick a template or configure earn and reward rules from scratch, no menu-diving required.

02

Starter Template Library

Choose from ready-made templates — Points per Euro, Spend Tiers, and Membership — and use them as-is or adjust the rates and tiers to fit your business.

03

Visual Tiered Programs

Build escalating reward tiers with configurable point thresholds, earn-rate multipliers, and discount percentages, each optionally linked to its own membership pricelist.

04

Retention Analytics Dashboard

A graph, pivot, and list view over every loyalty transaction shows points issued, points redeemed, net points, and redemption rate by program, partner, and period.

05

Unified Point Balance

Built on Odoo’s native cross-channel loyalty engine, so points earned in Sales, POS, or Website all count toward the same per-customer balance.

06

One-Glance Loyalty Context

See a customer’s current point balance and loyalty tier directly on their contact record, on the sale order, and on the CRM lead — no need to go looking.

07

Batch Point Adjustments

Add, remove, or set a customer’s point balance in bulk for customer-service corrections, with every adjustment logged to the loyalty history.

08

Bulk Loyalty Import

Bring existing customers and their point balances in from a pasted list, matched to contacts by email or name in one operation.

09

Segment Targeting & In-App Help

Tag programs with customer segments to size the target audience, and give staff contextual setup guidance right on the program form.

Workflow

How it works

1

Pick a Template

Open Getting Started and choose a starter template, or start from a blank program.

2

Configure & Launch

Set the program name, earn rate, and reward, add tiers if needed, and the wizard creates a live, ready-to-use program.

3

Sell Across Every Channel

Customers earn and redeem the same points whether they buy through Sales, POS, or your Website store.

4

Track & Adjust

Watch redemption rate and points issued on the analytics dashboard, and batch-adjust or bulk-import balances whenever you need to.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. It builds on Odoo’s native loyalty.program and loyalty.card models, so your existing Sales, POS, and Website loyalty setup keeps working. This module adds the guided setup wizard, tiered-program builder, analytics dashboard, and customer-context views on top.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Cerevantix Sales Loyalty Program

A guided wizard, starter templates and a visual tier builder over Odoo's native cross-channel loyalty engine — with retention analytics showing whether the program actually earns repeat business.

Buy on Odoo App Store
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