A record for everyone
Everyone who books, calls or messages gets a record, created and kept up to date automatically.
CRM for clinics, salons and service businesses
A CRM that fills itself from every conversation.
Every call, chat, booking and payment lands on the customer's record by itself. No typing contacts into a spreadsheet, no lost leads, and one place for your whole team.
Replied in4 s
Bookings today12
Messages from everywhere. Arranged into bookings.
Calls, WhatsApp, Instagram and Messenger questions arrive all day, in no order. Shielva Biz answers each one and puts it on your calendar.
Mon
WhatsApp · SanaPrice for hydrafacial?10:00 AM · HydrafacialSana · WhatsAppBooked
Instagram · RiyaIs parking available?12:30 PM · Skin consultRiya · InstagramBooked
Messenger · MeghnaBridal trial this week?5:00 PM · Bridal trialMeghna · MessengerBooked
Tue
Instagram · NishaHow many sessions for laser?11:00 AM · LaserNisha · InstagramBooked
Phone call · AnanyaCan I bring my mother too?3:00 PM · Two facialsAnanya · Phone callBooked
WhatsApp · ArjunBeard trim today?6:30 PM · Beard trimArjun · WhatsAppBooked
Wed
Messenger · KabirKids haircut on Wednesday?4:00 PM · Kids cutKabir · MessengerBooked
WhatsApp · TanviDo you take walk-ins?1:00 PM · HaircutTanvi · WhatsAppBooked
Instagram · PriyaBalayage price?5:30 PM · Colour consultPriya · InstagramBooked
Thu
Phone call · RahulThursday 8am?8:00 AM · Health checkRahul · Phone callBooked
Instagram · MeeraReplied to your story2:00 PM · FacialMeera · InstagramBooked
Messenger · DevCan I reschedule?6:00 PM · Moved from TueDev · MessengerBooked
Fri
WhatsApp · IshaFree trial class?7:00 AM · Trial classIsha · WhatsAppBooked
Instagram · PoojaWomen-only batch timings?9:00 AM · Morning batchPooja · InstagramBooked
Phone call · KaranAny slot after work?7:30 PM · MassageKaran · Phone callBooked
Sat
WhatsApp · NehaIs Saturday free?11:00 AM · HaircutNeha · WhatsAppBooked
Instagram · SnehaPrice for a facial?1:30 PM · FacialSneha · InstagramBooked
Messenger · AditiPut me on the 4pm waitlist4:00 PM · From waitlistAditi · MessengerBooked
18 enquiries this week18 answered16 booked, 2 on the waitlist
Everything about a customer, in one place
A CRM built for businesses that book, not for sales teams.
The whole timeline
Every message, call, booking, invoice and payment in order, on one screen.
Notes and tags
Allergies, preferences, VIPs. Your team sees them before every visit, and so does the AI.
Pipeline with your stages
From first message to booked to regular, with stages you name and move customers through.
Merge duplicates
The same person on WhatsApp and Instagram becomes one customer with one history.
Invoices, packages and memberships
What they've paid, what they have left and when it renews, right on the record.
Live in a day
We set it up with you. You don't need a developer.
- Step 1Connect your channelsWhatsApp, Instagram, Messenger, calls and website chat.
- Step 2Name your stagesSet the pipeline stages and tags your business uses.
- Step 3Let it fill itselfEvery new conversation and booking updates the right record.
Set up for your kind of business
12 kinds of business, one plan
Salons Hair, nails and beauty appointments, with packages and a client pipeline.
Spas Massages, facials and treatments, with packages for your regulars.
Aesthetic clinics Skin consultations and treatments, with patient records and courses.
Hair clinics Scalp analysis, PRP sessions and transplant consultations.
Dental clinics Check-ups, cleanings and treatment plans, with reminders for every patient.
Wellness centres Therapies and group classes, with packages and memberships.
Fitness studios Personal training, classes and memberships for your members.
Therapy practices Sessions with clients, with intake forms and reminders.
Real estate agencies Leads, viewings and your property listings, answered on every channel.
IT and software companies Demos, client meetings and deals, with a pipeline for every lead.
Schools and institutes Admissions, batches, attendance, fees, exams and report cards.
Any business that books Name your kind of business and start with every part of the CRM.
Pricing
Customer CRM is in the one plan.
Every service is included: the AI receptionist and phone calls, WhatsApp, Instagram and Messenger, booking, CRM, follow-ups, your website and lead tracking.
$99 / month
or $1,000 a year. 30-day pilot, extended until you're happy.
Questions, answered
How is this different from a free CRM?
Most CRMs wait for you to type contacts in. This one fills itself from your calls, chats and bookings, and the AI uses it to answer customers.
Does my whole team get access?
Yes. Team members get their own access, and everyone is included in the one plan.
What happens after the 30 days?
If it's working for you, you move to the plan at $99 a month. If not yet, we extend your pilot until you're happy.