6 Features · Customer Programs · From $97/mo

Client Portal, Loyalty, Referrals, Partner Network, Returns, Warranties — Customers Retained.

Customer retention programs built into your OS. Loyalty rewards, referral tracking, client self-service — connected to your CRM and invoicing. No separate loyalty platform.

Built for operators who know acquisition costs more than retention — and want both systems in one place.

Every feature. Every tier. All here.

6 features in this category — from Starter to Enterprise.

Enterprise

Partner Network

Manage partner and affiliate relationships — commissions, referral tracking, partner tiers, and performance reporting. Enterprise partner program management.

Enterprise

Returns

Returns management with return authorisation, reason tracking, refund processing, and inventory restocking. Connected to invoicing and inventory.

Enterprise

Warranties

Warranty tracking with registration, claim management, expiry monitoring, and replacement processing. Connected to products and customer records.

Starter

Client Portal

Self-service portal for customers — view invoices, make payments, download documents, submit requests, and track order status. Branded to your business.

Starter

Customer Loyalty

Loyalty program with points, tiers, rewards, and redemption tracking. Reward repeat customers and track loyalty program performance.

Starter

Referral Program

Referral tracking with unique codes, reward fulfilment, and referral source analytics. Know which customers drive new business.

AI agents that run this for you

These agents work 24/7. No prompting. No supervision. Included in your plan.

Growth

Customer Health Scoring

Scores customer health based on engagement, payment behaviour, and usage patterns. Identifies at-risk accounts before they churn.

Replaces $50/mo customer success tool

Growth

Customer Winback Email Sender

Re-engages churned or inactive customers with personalised offers — before they forget you existed.

Replaces $40/mo retention tool

Enterprise

Referral Tracking Agent

Tracks referral codes, attributes new customers to referrers, and manages reward fulfilment. Referral ROI calculated automatically.

Replaces $30/mo referral platform

Enterprise

Customer Advocacy Programs

Identifies and nurtures brand advocates. Runs advocacy campaigns, tracks participation, and measures advocacy impact on acquisition.

Replaces $60/mo advocacy platform

Multi-chain automation recipes

Each recipe chains 2–5 agents together in automated workflows. One trigger. Multiple actions. Zero manual steps.

Churn Prevention Pipeline

Growth
Customer Health ScoringChurn PredictionCustomer Winback Email SenderNotify

Health score drops → churn risk flagged → win-back campaign triggered → account manager alerted.

Advocacy & Referral Program

Enterprise
Customer Advocacy ProgramsReferral TrackingCustomer SegmentationNotify

Advocates identified → referrals tracked → customer segments updated → program performance reported.

Customer Onboarding Flow

Growth
Customer OnboardingContact EnrichmentCLV CalculationNotify

Customer onboarded → data enriched → lifetime value calculated → success team notified.

The apps you're paying for separately

Add them up. Then look at what you'd pay with XIntelliSync.

Smile.io

Loyalty + referrals · Starter plan — limited to 200 orders/mo

$49

LoyaltyLion

Loyalty program · Small plan — loyalty only, no CRM integration

$159

ReferralCandy

Referral tracking · Plus plan — referrals only

$47

Zendesk

Customer portal + support · Per-agent — team of 5 = $95/mo. Support only.

$19/agent
Your current stack$274/mo
XIntelliSync (all included)
$97/mo

Save $177/mo · $2124/year

What you get from $97/month

6 customer program features — client portal, loyalty, referrals, partner network, returns, warranties
Client portal lets customers view invoices, make payments, download documents, and track orders — self-service reduces support load
Loyalty program with points, tiers, and rewards — connected to your CRM and invoicing data
Referral tracking with unique codes and automated reward fulfilment — know which customers drive new business
Customer Health Scoring agent identifies at-risk accounts before they churn
Win-Back agent triggers personalised re-engagement campaigns for churned customers
Connected to CRM — loyalty points, referral history, and health scores visible on every customer record
No separate loyalty platform. Customer programs live where your customer data lives.

Connected across your entire business

This isn't a standalone module. It's connected to every other part of the OS.

When a referred customer makes their first purchase, the referrer is credited, the reward is fulfilled, and the referral ROI updates — in one transaction.
Customer loyalty points and health scores are visible on the CRM record. Sales reps see the complete customer picture.
Client portal payments update invoicing, cash flow, and customer health scoring simultaneously.
Returns processing updates inventory levels, triggers credit notes, and adjusts customer lifetime value calculations.

Two versions of your business. Choose one.

Before XIntelliSync

Smile.io for loyalty. ReferralCandy for referrals. Zendesk for client portal. None connected to your invoicing or CRM.
Customer churn discovered when the cancellation email arrives. No early warning system. No health scoring.
Referral tracking in a spreadsheet. Reward fulfilment manual. No visibility into referral ROI.
Client portal is a separate login to a separate app. Customers cannot see their invoices and make payments in one place.

After XIntelliSync

Loyalty, referrals, client portal — one OS. Customer programs connected to CRM, invoicing, and analytics.
Customer Health Scoring agent identifies at-risk accounts. Churn Prevention recipe triggers win-back before cancellation.
Referral Tracking agent attributes new customers to referrers and manages rewards automatically. ROI calculated.
Client portal branded to your business — invoices, payments, documents, orders. Self-service from day one.

The reasons operators switch

Customer retention tools that do not know your customers.

Smile.io tracks points. But it does not know the customer paid late twice, has 3 open support tickets, and their health score dropped. XIntelliSync loyalty is connected to CRM, invoicing, and support — because it is one OS.

Separate loyalty platforms cost more than they return.

Smile.io at $49/mo. LoyaltyLion at $159/mo. ReferralCandy at $47/mo. Three platforms = $255/mo — just for customer programs. XIntelliSync: $97/mo flat — loyalty, referrals, and client portal included with everything.

Your customer programs should feed your intelligence.

When loyalty data and CRM live in different apps, referral performance does not update CLV calculations. Loyalty engagement does not influence health scoring. In XIntelliSync, every customer interaction feeds every analysis.

Simple pricing. No hidden costs.

First month 50% off. No setup fees. Cancel anytime.

Starter

$97/mo

First month $48.50

50 AI agents

Most Popular

Growth

$297/mo

First month $148.50

100 AI agents

Enterprise

$497/mo

First month $248.50

150 AI agents

Common questions

What is the client portal?+
A self-service portal branded to your business. Customers view invoices, make payments, download documents, submit requests, and track orders. Reduces support load. Starter tier.
How does the loyalty program work?+
Configure points, tiers, and rewards. Customers earn points on purchases. Points are redeemable for discounts or rewards. Track loyalty program performance and ROI. Starter tier.
How does referral tracking work?+
Generate unique referral codes per customer. When a referred customer converts, the referrer is credited automatically. Reward fulfilment managed by the Referral Tracking agent. Starter tier.
Is there per-user pricing?+
No. Flat monthly pricing: $97 Starter, $297 Growth, $497 Enterprise. Customer programs included for your entire business.
Does the client portal support payments?+
Yes. Customers can view invoices and make payments through the portal. Payments update your invoicing, cash flow, and customer records automatically.
What customer programs are on Enterprise?+
Enterprise ($497/mo) adds partner network management, returns processing, and warranty tracking. Plus Customer Advocacy Programs and Referral Tracking agents.
How does customer health scoring work?+
The Customer Health Scoring agent analyses engagement, payment behaviour, and usage patterns to score each customer. At-risk accounts are flagged for intervention. Growth tier.
Can I run win-back campaigns?+
Yes. The Customer Winback Email Sender agent triggers personalised re-engagement for churned or at-risk customers. Connected to health scoring and churn prediction. Growth tier.

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No setup fee. First month 50% off. Retain customers with programs connected to your entire business.

No setup fee · First month 50% off · Cancel anytime