CRM Module

Know Your Customers Like You Actually Know Them.

The CRM Module is your customer success manager - tracking every interaction, remembering preferences, and making sure no one falls through the cracks.

Every customer in one place with contact info, purchase history, notes, preferences, and communication history. Your CRM automatically captures data when customers book appointments or make purchases. Segment customers by purchase history, location, or engagement to send targeted communications. Identify your best customers and who needs attention.

Key Features

Everything you need in the CRM Module

Remember Them Before They Have to Remind You

A repeat client walks in. You blank on their name, their usual order, whether they pre-paid. You fumble through your phone while they watch. CRM stores everything in one profile - contact info, purchase history, preferences, every interaction. You look like you care (because you do, you just have 80 other customers to remember).

Stop Manually Entering Everything

You spend 20 minutes a day updating customer records. New booking? Type it in. New purchase? Add it manually. Email exchange? Copy-paste to notes. CRM captures it all automatically. You do literally nothing. The data is just there, organized, waiting when you need it.

Send Messages People Want to Read

You send an email blast about your new yoga class to 300 people. 280 of them do personal training, not yoga. They unsubscribe. CRM segments your list - yoga people get yoga offers, trainers get training offers. Open rates go from 8% to 34% because you stop spamming people with irrelevant content.

Save Customers Before They Leave

Your best client from 2023 hasn't booked in 90 days. You didn't notice until they posted on Instagram about their new trainer. CRM flags at-risk customers before they ghost. You reach out. You save the relationship. You keep the revenue.

Common Use Cases

How businesses use the CRM Module

Track customer interactions

Segment customer lists

View purchase history

Identify at-risk customers

Ready to Add CRM to Your Hive?

The CRM Module is available in all Bizz OS plans. Start your free trial or talk to us about your specific needs.