Everything you need to turn data into return visits.

POS sync

Connect Square, Lightspeed, Clover, or Shopify POS. Deal Pilot pulls every transaction, normalizes line items, and links them to customers — so you know exactly what each person buys.

Instagram audience

Authenticate your business account once. We track follower growth, engaged users, and story viewers as marketing signals — paired with your sales data.

CSV imports

Have an old loyalty list? Drop it in. We deduplicate against your POS and merge profiles automatically.

Unified customer profiles

Every signal — purchases, follows, opens, click-throughs — rolls up into one timeline per customer. RFM scoring is calculated continuously.

Behavior-based segments

Lapsed regulars. High spenders. First-time buyers. Slow weekdays. Use prebuilt segments or build your own with no SQL.

Automation rules

Trigger a WhatsApp deal when a customer hits 30 days without a visit, after a 3rd order, or on their birthday. Deal Pilot picks the timing and personalization.

WhatsApp Business API

Send template messages through a verified sender. Each customer gets a personalized deal with their name, last purchase, and a unique offer code.

Multi-tier accounts

Starter, Growth, and Scale plans. Multi-location dashboards on Scale. Role-based access for owners, managers, and staff.