The record is not a list of names: it is where the booking, the conversation, the deal and what was already done come together. Whoever opens it knows who they are talking to before saying the first word.
Your account's data is kept apart from every other account's.
Most systems store a name, a phone number and an email — and stop there. The problem is that nobody makes a decision by looking at a phone number. What changes the service is knowing this person has been here five times, that the last was three months ago, that they always book late afternoon, and that there is an open quote in the pipeline. That stitching is what turns records into a relationship.
Start with 7 free daysThe screen is the real one. The numbers and names are for demonstration — no real account appears here.
Demonstration. The data shown is fictional.
No separate module, no integration to set up and no second subscription.
Contact, address, notes and the fields that matter to your trade.
Bookings, conversations and deals in order, from the most recent to day one.
Slices by frequency, value, service or time since the last visit.
The inactive list shows who stopped coming back before you notice they are missing.
From the record to the opportunity and back, without losing context along the way.
The message history stays with everything else, not on a separate device.
It is not exclusive to any trade — these are simply the businesses where the difference shows in the first week.
If your question is not here, create an account and talk to support — the trial needs no card.
Create your account and talk to us through support, with no commitment.
Create a free accountYes. You can enter them by hand or import the list you already have, and from then on the history builds itself.
You can. Segmentation slices the base by criteria such as frequency, amount spent, service used or time since the last visit.
What each person sees depends on the permission you give. Not everyone needs to see everything.
No. Each account has its own database, separate from the others inside the platform.
Start today and watch the first record fill itself in at the next booking. 7 days free, no card.
