Customer CRM
CRM & Contacts
Every booking auto-creates a contact. Full history. No manual data entry.
Every time someone books you, they appear in your CRM with their name, email, booking history, payments, and uploaded files. Add notes, tag contacts, and see revenue per client over time.
Auto-created contact on every booking
Full booking & payment history per contact
Uploaded file attachments linked per client
Custom notes and tags on each contact
Revenue tracking per client
CSV export for your own backup
Live demo with sample data
How it works
1
Book your first client
As soon as someone completes a booking, a contact is automatically created in your CRM.
2
See their full history
Every booking, payment, and uploaded file is linked to that contact's profile.
3
Add notes & tags
Annotate contacts with notes, tags like VIP or New Lead, and any follow-up reminders.
"Having payment history, uploaded briefs, and session notes all in one client profile saves me hours every week."
A
Alex Rivera
Fractional CMO
Impact in Numbers
100%
of bookings auto-create a contact
0
manual data entry required
Full
revenue history per client
Start using CRM & Contacts today
Free forever plan — no credit card required. Upgrade anytime.