Function
All your clients, conversations and notes in one place
No spreadsheets, no separate lists - just one overview where you can find everything.
You always know what you discussed with a client, when the last session was, and what the next step is. No more guesswork. And if you hire a VA, they can come right along.
Everything in one place
One customer profile instead of ten tabs
Each contact has its own profile with all relevant information: contact details, call history, notes, appointments, payments and emails. No more searching through separate apps or spreadsheets.
- Contact information and tags: Add custom fields and labels so you can segment and filter customers.
- Call History: See all messages - email, WhatsApp, SMS, chat - in chronological order under the customer profile.
- Notes and tasks: Add internal notes and create tasks associated with the contact.
- Activity log: See exactly when a customer opened an email, filled out a form, or made a payment.
Working with your team
Work together without losing anything
Whether you work alone or with a team: all customer information is accessible to the right people. A VA can join you immediately; a colleague takes over effortlessly.
- Multiple users: Give team members access with appropriate permissions - from read-only to full management.
- Task assignment: Assign tasks to specific team members and track progress.
- Import: Moving from another CRM? Easily import your existing contacts via CSV.
Smart segmentation
Filter and group your contacts in any way
Use tags, custom fields, and smart lists to organize your contacts. So you can send targeted emails, follow up with specific groups, or see exactly which customers are in a particular journey.
- Tags: Label contacts automatically or manually - e.g., “had intake,” “VIP,” “former customer.”.
- Custom fields: Add custom fields that fit your business - from “preferred time” to “package selection.”.
- Smart lists: Create dynamic lists that update automatically based on criteria.
You set the rules once. After that, the system automatically runs with your business.
Would you rather outsource this? Then we will first make an analysis of your business process and set up the automation completely for you.
Everything is linked
Your CRM is the heart of your entire system
The CRM is not separate - it is connected to everything. Your calendar, your email flows, your pipeline, your payments. Everything a customer does comes together in a single profile. That makes the CRM the starting point for every action and insight.
You always see the full context of a conversation. That makes responding faster, more personal and more consistent â for you AND your team.
The CRM is thus the heart of your entire customer journey, from first contact to long-term customer.
Customer Overview
- One profile per client with all info, notes and conversations
- Instantly see full history by contact
- Link with calendar, pipeline, payments and emails
- Easily transferable to a VA or team member
