Every client in one card — contact details, tags, dietary preferences, and private notes. Segment with tags like VIP, Corporate, or Repeat so your team knows exactly how to treat each customer.
Prefers Jain menu for board events. Always books 2 weeks ahead. Decision-maker: Priya (Admin). Sends referrals — treat as priority.
Calls, emails, WhatsApp notes, quotes sent, and events delivered — logged automatically in a single chronological view. Never ask "what did we last discuss?" again.
See spending trends, repeat-booking rates, and revenue per customer at a glance. Spot your most valuable clients and the ones worth winning back.