One record per customer
Every visit adds to the same customer record.
Name, contact details, notes, and visit history stay together on one profile, so the next conversation starts with context instead of a blank slate.
- On every profile
- Contact, notes, history
- Export format
- CSV, anytime
- Data lock-in
- None
Illustrative example
One profile, the full picture.
Not a real customer - shown to demonstrate the profile format.
Notes: Prefers the 3pm slot. Allergic to a specific product ingredient (noted for staff).
A business can set a reminder to go out if a regular customer hasn't booked again after a chosen number of weeks.
Visit history
- 3 weeks agoStandard service visitCompleted
- 9 weeks agoFollow-up visitCompleted
- 4 months agoFirst visitCompleted
Built for busy hands, not sales-ops teams
A CRM that stays out of the way.
No mandatory fields, no complicated setup. Just what a working business actually needs to remember its customers.
Find any customer by name, phone, tag, or how long it's been since their last visit.
Keep the preferences, product notes, and history that make repeat visits feel personal.
See enquiries, bookings, and messages tied to a customer without leaving their profile.
Import from a CSV, export to a CSV, anytime. Nothing is locked behind the platform.
Adapts to your trade
Flexible enough for how your business actually works.
Barbers & Salons. Track preferences and notes per client, and see who's due for a rebook. Preference notes: Cut style, product notes. Rebook cadence: Tracked from visit history.
Auto & Trades. Keep job notes and history attached to each customer's record. Vehicle / job notes: Free-text, per customer. Service history: Every past visit logged.
Health & Wellness. Store the notes that matter for each client's next appointment. Care notes: Free-text, per customer. Next appointment: Linked to bookings.
Home & Cleaning. Keep recurring-customer preferences and access notes in one place. Access notes: Gate codes, pet notes, etc.. Recurring plan: Linked to bookings.
Stop losing client context
Move client history out of notebooks and group chats.
Import your existing customer list from a CSV and start building real profiles from the next visit on.
- 14 days free
- CSV import and export
- No coding required