New Client Cards and Enhanced Collaboration
Discover these upcoming CRM enhancements
Looking for a full demo? Tune in to the recording of
our official launch on Facebook Live!
Your customer’s full story. At a glance.
The new layout gathers all of your clients most important information and highlights:
View client details, bookings, payments and messages from one central screen.
Use the new 'Conversation' tab to scroll through all client messages, booking, payments, forms and reviews within one consolidated thread.
Get immediate insights from the new highlight section.
Working better. Together.
The new Client Card is designed to support better teamwork and help each staff member understand the client's relationship with your business:
Assign a Primary Staff member to each client.
Easily view Primary and additional staff members from the client card.
Use the "Shared View" mode to make all client interactions visible to all staff members.
The updated design will be rolled out gradually over the next couple of weeks. Want to cut the queue? Sing up and be one of the first to experience the new look and feel!
Sign me up!