Customer management
Everything you know about them, in one place
Not a contact list. Every visit, invoice, document, note and photo attached to the person, with the fields your industry actually needs rather than the ones a generic CRM offers.
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01
The whole relationship
Everything that has happened, on the record it happened to.
- Every booking, invoice and job in one history
- Notes and photos on the record, tagged before, after or reference
- Documents you hold for them, with expiry reminders
- Dependents and family members linked to the right adult
02
Fields that suit your trade
A barber and a migration agency need different things on file. Both are configurable here.
- Custom fields you define
- Extended history — address, employment, education, travel
- Loyalty points balance and rules
- An SMS opt-out the sending path honours, so an opted-out customer is never messaged
03
And when they ask you to forget them
Privacy requests are a legal obligation, not a feature request.
- Download everything you hold for one person — their files as a zip, their history as CSV
- Delete on request — checked against active bookings first, not a silent cascade
- Scheduled sweeps that clear email logs, old queue entries and unverified sign-ups
Walkthrough
One record, and everything hanging off it
Bookings, jobs, walk-ins, invoices, quotes, loyalty, forms, documents, family and notes — all rails on the same person, not tabs in five different systems.
Step 1
The profile, with the history beside it
Activity, Billing, Profile and Communication are rails down the middle: bookings and walk-ins counted, invoices and quotes, loyalty, forms, family members and notes. Member-since, last visit, total spent and points sit on the card itself, so the question "who is this and are they worth keeping" is answered before you click anything.
Everything else
The rest of the platform
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14 days, no credit card, and your data comes with you if you leave.