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User Guide Overview

This section contains comprehensive user documentation for the SBM CRM Platform. Each module includes detailed guides for both customer-facing features (WeChat Mini Program) and administrative features (Admin Web App).

Available Modules​

Phase 1: MVP Features​

Phase 1: MVP

Customer Profile & AI Segmentation​

Comprehensive customer management with 360° profile view, WeChat integration, and AI-powered segmentation.

Loyalty Points System​

Complete points earning and redemption system with receipt scanning and flexible rules.

Tiered Membership​

Multi-tier membership program with exclusive benefits and progress tracking.

Campaign Management​

Full-featured campaign builder with audience targeting and performance analytics.

Reward Catalog​

Comprehensive reward catalog management with tenant participation support.

Push Notifications​

Multi-channel notification system with automation and personalization.

Gamification​

Badge system for customer engagement (full gamification in Phase 2 Part 2).

  • Gamification - Badges (Phase 1), Challenges & Leaderboards (Phase 2 Part 2)

Phase 2 Part 1 Features​

Phase 2 Part 1

Booking & Reservation​

Complete booking system for tables, slots, tickets, and booths.

Phase 2 Part 2 Features​

Phase 2 Part 2

Personalized Promotions​

AI-driven personalized offers based on customer behavior and preferences.

AI Assistant​

Intelligent support for customers and administrators with natural language processing.

  • AI Assistant - Customer support chatbot, admin analytics assistant

Analytics Dashboard​

Real-time analytics and business intelligence dashboards.

  • Analytics Dashboard - Customer activity, sales metrics, campaign performance (Advanced analytics in Phase 3)

Feature Availability by Phase​

FeaturePhase 1 (MVP)Phase 2 Part 1Phase 2 Part 2Phase 3
Customer Profile (Basic)✅
Customer Profile (AI Segmentation)✅
Loyalty Points✅
Tiered Membership✅
Badges✅
Challenges & Leaderboards✅
Campaign Management✅
Personalized Promotions✅
Push Notifications✅
Reward Catalog✅
Booking & Reservation✅
AI Assistant✅
Basic Analytics✅
Advanced Analytics✅

Documentation Structure​

Each module documentation includes:

Customer Features (WeChat Mini Program)​

  • Feature overview and capabilities
  • Step-by-step user guides
  • Screenshots and examples
  • Common use cases

Admin Features (Web App)​

  • Administrative interface guides
  • Configuration and setup
  • Management workflows
  • Best practices

Integration Points​

  • How features work together
  • Cross-module functionality
  • System integrations

Getting Started​

  1. New Users: Start with Getting Started Guide for basic platform orientation
  2. Customers: Review customer-facing features in each module's "Customer WeChat Mini Program Features" section
  3. Administrators: Review admin features in each module's "Admin Web App Features" section
  4. Developers: See Developer Guide for technical integration

Phase Roadmap​

For detailed information about feature availability and release timeline, see the Roadmap.

Current Phase: Phase 1 (MVP)​

  • Status: In Progress
  • Target Completion: End of November
  • Features: Loyalty Points, Badges, Notifications, Basic Campaign Management

Upcoming Phases​

  • Phase 2 Part 1: Booking & Reservation features (Months 3-7)
  • Phase 2 Part 2: AI features, Advanced Gamification, Advanced Reporting (Months 7-10)
  • Phase 3: Advanced Analytics, Dynamic Pricing, Fraud Detection (Months 10-15)

Getting Help​

  • Feature Questions: Refer to the specific module guide in this section
  • Technical Issues: See Developer Guide
  • API Integration: See API Reference
  • Support: Contact your system administrator or support team