Recent visits
360-degree profiles
Every visit, message, and payment on one screen.
Smart profiles
Bookings, payments, messages, and AI call summaries land here, no data entry.
One timeline
WhatsApp, SMS, email, and calls in one feed.
Free import
Bring thousands of clients in, auto-mapped.
From the whole book to one client.
Five parts of the CRM you will live in, each shown exactly as it looks inside the app.
Every client, one searchable list.
Search, filter, and sort your whole book, with a balance flag on every row so you can see at a glance who owes, who is on a plan, and who is paid up.
- Filter and sort by activity, spend, or tag
- Balance flags: owes, past due, or on a plan
- Bulk tag, invite to portal, or export
Every visit and message, in order.
Bookings, payments, WhatsApp, SMS, email, and your AI receptionist's calls all land on one timeline, so the whole story is there before the client sits down.
- Every channel and every visit in one feed
- Payments, refunds, and split tenders inline
- Filter to appointments, billing, or messages
Duplicates merged, history kept.
Find duplicate contacts, pick the right value field by field, and see exactly what moves before you merge, so no appointment or payment is ever orphaned.
- Auto-detected duplicate groups
- Choose the winning value per field
- See the records that will re-point first
What they owe, hold, and paid.
Balance owed or store credit, saved cards, gift cards, packages, and memberships, all on the client's own billing tab, with a note when a plan is covering the bill.
- Balance owed or store credit at a glance
- Saved cards, gift cards, and packages
- Record a payment or add credit in place
The touches the front desk relies on.
The small things that mean nobody is ever caught off guard.
Common questions.
Connected to your platform.
The profile every other module reads from and writes back to.
See how businesses like yours manage client relationships