Clienteling & CRM
Build-Your-Own Customer Card
Design your own client record with unlimited custom fields — ring size, preferred brands, anniversaries — no engineering required.
Every boutique designs its own client record. Beyond name, email and phone, owners add unlimited custom fields through a visual Customer Card builder with eleven field types — from ring size and preferred brands to anniversaries and wishlists — each marked required, repeatable, or captured at first contact. Businesses set their own contact minimums, so associates collect exactly the data that drives their next sale, with zero engineering.
More in Clienteling & CRM
The 360° Customer Timeline
One chronological history per client — every appointment, purchase, message, repair and order, visibility-aware.
Learn moreThe Live Board — Open Work at a Glance
A real-time panel of every open thread on a client, attaching and detaching itself as statuses change.
Learn moreSpend & Taste Profiles
Per-client rollups of spend, and the brands and products they’ve bought versus merely liked — permission-gated.
Learn more