A CRM with no friction: anyone who books an appointment or receives an invoice already has their record, without you duplicating a thing. One client, one truth, alive across your whole business.
No card · No lock-in · Data 100% in the EU
Booking and Billing create the client record without you copying anything, and Clients is where you look at it, fill it in and keep it up to date.
Contact details, encrypted ID number, allergies encrypted too, preferences, insurers, notes and remarks. And below, their last thirty appointments.
Find any client by name, email or phone. Type a fragment and it does not matter where you start: they come up.
Total clients, how many are new this month and how many have not set foot in your business for over sixty days. The three figures, always at the top.
Every client carries their label — new, active or inactive — in the list itself. Seeing who you need to ring this week costs nothing.
Note down which insurers each client works with, separated by commas. New ones are created on their own the first time you type them.
Anyone who books an appointment or receives an invoice is already here. The record creates itself and from then on it is the same one across all three tools.
None of this is available yet. It is here so you know where Clients is heading, not for you to buy today.
Seeing the client's invoices next to their appointments, and their attached paperwork. Today the record shows appointments; the invoices live in Billing.
Spotting that two records are the same person by name, email, phone or ID number, and offering to merge them. Today there is none of this.
Favourite products, interests and type of customer, so you can filter by them. Today there is a free-text preferences field, and little else.
Designing a survey, sending it and having the answers land on the record. Today Booking asks for feedback by email, but does not collect the answer.
Knowing whether they arrived through the calendar, an invoice or a form, and following their path. Today the record does not store where they came from.
Contacting only those who have not been in for a while, with the win-back rate measured. Today Clients tells you who is inactive; writing to them is up to you.
Their details, their preferences and their last thirty appointments, on the same record and without jumping screens. The sensitive part — the ID number and the allergies — is encrypted in the database, not in some plain text field.
The preferences and notes you write down stay on the record, and in Booking they blink over the day's appointment: “address them formally”, “allergic to penicillin”. You personalise the service without relying on anyone's memory.
Clients marks anyone with no appointment for over sixty days as inactive, and tells you how many there are. You have the list; the nudge to win them back, for now, is yours to give.