All the features you need to manage your business. Beautifully designed so you can have a CRM that you finally enjoy using. Say goodbye to using tools that make things more complicated and start simplifying your life and business.
Schedule clients and appointments and sync them with your Google Calendar. Never worry about double bookings again with our built-in algorithm that notifies you when you're about to double book your time.
Send digital contracts and receive a notification when a contract has been signed. Easily send a reminder to clients with a custom email template.
Add a contact form on your website to collect leads and start the process of client management from the very first hello.
Easily send invoices and make it a breeze to get paid. Everything will be tracked in your finance section, where you can easily see your incomes & expenses.
We made sure to make every aspect of our CRM mobile-friendly so you can use it on the go, wherever you are.
Create custom workflows and stay on track with each of your sessions. Create multiple workflows for each type of service you offer.
Track your clients and have all invoices, contracts, questionnaires connect to clients account.
Create custom email templates to automate booking confirmations and session reminders to keep your clients up to date every step of the way.
Create custom questionnaires for each of your sessions to send to clients to collect important information ahead of time.
Our CRM is an extension of your business, so we make it easy for you to upload your brand colors. Invoices, questionnaires, emails, and contracts will all showcase your branding style. Need more than one uploaded? You can do that, too!