CRM Core
Client Intelligence
Centralize your client relationships. Build detailed profiles and leverage AI-driven risk scoring for every contact.
Manual Entry
Add clients individually with detailed profiles.
- Navigate to the Clients management tab.
- Trigger the "+ Add Client" modal in the action bar.
- Capture Name, Phone (for SMS), and Email.
- Assign labels or private staff notes.
Bulk CSV Import
Migrate your existing database from other platforms.
- Download our standardized CSV template.
- Map your existing data to our schema.
- Upload and review validation results.
- Confirm import for instant database sync.
Understanding Client Profiles
Predictive Risk Scoring
AI-calculated probability of no-shows based on history.
Secure Vault
PCI-compliant card storage for easy checkout and deposits.
Interaction Logs
Complete timeline of appointments, cancellations, and notes.
Staff Notes
Private annotations for preferences or technical requirements.