CRM now adapts to your business

Built for many ways of working

General

• General CRM — Manage customers, appointments, sales, and payments in one place.

Lessons & Appointments

• Driving Instructor / Driving School — Manage students, lessons, packages, sales, and payments.
• Tutor / Private Teacher — Manage students, lessons, packages, sales, and payments.
• Clinic / Practitioner — Administrative tracking for patients, visits, services, sales, and payments. This is not a medical record system.

Professional Services

• Designer / Creative Studio — Manage clients, meetings, services, packages, sales, and payments.
• Freelancer / Consultant — Manage clients, meetings, services, packages, sales, and payments.
• Photographer / Videographer — Manage clients, sessions or appointments, packages, sales, and payments.

Personal Services

• Personal Trainer / Coach — Manage clients, sessions or appointments, packages, sales, and payments.
• Beauty Salon / Barber — Manage clients, sessions or appointments, packages, sales, and payments.

Field & Home Services

• Repair / Maintenance Service — Manage customers or clients, service visits, services or parts, sales, and payments.
• Cleaning / Home Services — Manage customers or clients, service visits, services or parts, sales, and payments.

Sales & Commerce

• B2B Sales / Wholesale — Manage business clients, meetings, products or services, sales, and payments.
• Retail / Seller — Manage customers, products, sales, and payments. Inventory and point-of-sale features are not included.

Property & Events

• Real Estate Agent — Manage clients, viewings, properties or services, sales, and payments. This is not a property management system.
• Event Planner / Organizer — Manage clients, events, services, packages, sales, and payments.

Choose your business type

Choose the wording that best fits your work.

You can change your business type later in Settings. Changing profiles does not delete or transform your customers, appointments, sales, or payment records.

This backup uses a business type from a newer app version. Its original value was kept, and General wording is shown for compatibility.

Business type · Team

You manage this Team workspace. Open Workspace settings to set its business type.

Your manager controls this Team workspace's business type. You can view it, but only the manager can change it.