Clienteling & CRM
The 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.
A real-time panel of every open thread on a customer: active waitlists, orders in flight, upcoming appointments, pending presentations, event RSVPs, shipments, repairs and unpaid invoices. Items attach and detach automatically as their status changes, so nothing quietly falls through the cracks between visits.
More in Clienteling & CRM
Build-Your-Own Customer Card
Design your own client record with unlimited custom fields — ring size, preferred brands, anniversaries — no engineering required.
Learn moreThe 360° Customer Timeline
One chronological history per client — every appointment, purchase, message, repair and order, visibility-aware.
Learn moreSpend & Taste Profiles
Per-client rollups of spend, and the brands and products they’ve bought versus merely liked — permission-gated.
Learn more