Barbers & Salons
Track preferences and notes per client, and see who's due for a rebook.
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.
Example customerMember since example date
Notes: Prefers the 3pm slot. Allergic to a specific product ingredient (noted for staff).
- 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.
Search and filters
Find any customer by name, phone, tag, or how long it's been since their last visit.
Notes on every profile
Keep the preferences, product notes, and history that make repeat visits feel personal.
Message history in context
See enquiries, bookings, and messages tied to a customer without leaving their profile.
You own the data
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.
Notes and custom fields, not a rigid one-size-fits-all form.
Auto & Trades
Keep job notes and history attached to each customer's record.
Health & Wellness
Store the notes that matter for each client's next appointment.
Home & Cleaning
Keep recurring-customer preferences and access notes in one place.
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.
- No credit card required
- CSV import and export
- No coding required