FavCRM

MODULAR CLIENT CRM · MCP

Every client, follow-up, and booking. Ready for your AI.

Start with a clean $0 client CRM—contacts, deals, tasks and timeline in one record. Snap in Simply Booking, Memberships & Session Packs, or Official WhatsApp only when you need them.

Connect Claude, ChatGPT or Cursor with scoped permissions—and keep sensitive actions behind Approval Guard.

Start freeExplore AI & MCP

Starter $0 forever · Simply Booking $20/mo ($200/yr) · No card at signup

  • Starter $0 forever
  • OAuth 2.1 MCP
  • Approval Guard
  • No per-seat tax
FavCRMToday’s operations
  1. 01
    New booking · Deep careMs Chan · Main studio
    Paid $85
  2. 02
    WhatsApp reminderAI draft based on booking
    Needs approval
  3. 03
    One package session leftRenewal message prepared
    Follow up
Revenue today$1,840
Revenue, bookings and follow-ups at a glance.
OPERATIONS / LIVE

SCOPED OAUTH 2.1 · APPROVAL GUARD

  1. 01Scoped

    Scoped OAuth 2.1 access

    Grant read-only or module-specific scopes per AI client and revoke in one click.

  2. 02Draft

    AI prepares from context

    Summarises client history, drafts follow-ups and proposes updates without guessing.

  3. 03Audited

    Approval Guard & audit log

    Enable Approval Guard so outbound messages, discounts and sensitive writes wait for you.

Choose read-only or write-scoped OAuth 2.1 access, enable Approval Guard for sensitive changes, and review every action in the audit trail.

01 / ONE RECORD

Customer context should never be scattered.

Every booking, payment, message and next step stays with one customer record. Your team no longer has to follow up from memory.

  1. 01

    Enquiry enters CRM

    WhatsApp and form enquiries connect to the right customer profile.

  2. 02

    Book and pay

    Customers choose a time and pay a deposit; packages and history update.

  3. 03

    Follow up with context

    Expiry, no-response and balance signals trigger useful follow-up.

  4. 04

    See where sales leak

    Revenue, bookings, return visits and tasks share one operations view.

02 / FEATURE MODULES

One platform for the work that runs your business.

Booking, WhatsApp and AI work coordination share one customer record. Enable the module you need first, then add more without moving data.

01BOOKING FLOW

Booking and payments

Let customers choose a time and pay a deposit while every booking stays connected to their profile, package and payment history.

  • Self-service booking and reminders
  • Deposits, packages and customer records
See booking system
03WORK COORDINATION

AI work coordination

AI organises customer context, drafts replies and prepares next steps; people approve important messages, discounts and refunds.

  • AI drafts and meeting records
  • Approvals, permissions and audit history
See AI work coordination

All feature modules

SEE IT RUN

Pick a module and watch it work. Four steps play on their own, or step through them yourself.

19:04

Choose a day and time

Deep care · 60 min · Main studio

MON16TUE17WED18THU19FRI20
11:0014:3016:0017:3019:0020:30
19:001 slot leftUnconfirmed

Deposit and cancellation terms shown before you book

Continue

Confirm and pay deposit

Deep care · 60 min · Main studio
Package balance3 / 10
Deposit$25
Card · paid online
Confirm payment

Booking confirmed

Receipt and reminder are on their way

Deep care · 60 min · Main studioPaid
Package balance4 / 10

19:05 · System · booking, payment and package written to one record

Reminder scheduled

WhatsApp reminderSends Monday 19:00Queued

Hi Ms Chan, a reminder that your deep care session is tomorrow at 19:00, at our main studio.

Reschedule and the record and package update together

Next · the visit counts against the package and triggers follow-up

Customer's phone

Module 01 · Booking flow

Customers book. Deposits land themselves.

No more reconciling WhatsApp, a notebook and a spreadsheet.

  • Self-service booking
  • Deposits and packages

Customers pick a slot themselves and see live availability

Start freeOnline booking guide

01 · Pick a time

MODULAR ARCHITECTURE · ZERO MIGRATION

Non-booking teams get a clean CRM. Appointment teams snap modules onto the same record.

  1. CORECore Client CRM$0 Base
  2. MOD 01Simply Booking PortalSnap-in
  3. MOD 02Memberships & Session PacksSnap-in
  4. MOD 03Official WhatsApp InboxSnap-in
  5. MOD 0424/7 QR Self Check-InVenue add-on

SWITCH IN 3 MINUTES

Import from Calendly, HubSpot or CSV

  • Invitee NameClient NameMatched
  • Invitee EmailPrimary EmailMatched
  • Text Reminder NumberMobileMatched
  • Event Type NameService TagMatched

03 / HOW SERVICE TEAMS OPERATE

Built for the daily operations of service businesses.

From rescheduling and package balances to WhatsApp reminders, payment records and human approvals, each workflow reflects how service teams actually work.

AI CONTROL / HUMAN IN THE LOOP
01
AI prepares first

Organise customer context, draft replies and suggest the next step.

Draft
02
Approve important actions

Outbound messages, discounts and refunds can require human confirmation.

Review
03
Every step is recorded

See who did what and when in the audit trail.

Logged

04 / AI & MCP VAULT

Bring Claude, ChatGPT or Cursor—governed by OAuth 2.1 scopes.

Stop pasting client spreadsheets into chat windows. Connect your AI assistant directly via OAuth 2.1 Model Context Protocol—scoped to exact modules, backed by Approval Guard and an audit log.

Explore MCPRead OAuth 2.1 MCP spec
OAUTH 2.1 RESOURCEhttps://mcp.favcrm.io/mcp/oauth/crm
GRANTED SCOPEScontacts:read · deals:write · tasks:write
APPROVAL GUARD

Outbound messages, discounts & sensitive writes require your approval

EXAMPLE OPERATOR PROMPT

“Create Monday follow-up tasks for 6 stalled proposals and draft personalised check-ins.”

05 / PRICING, TOOLS & COMPARISONS

Start at $0. Save 2 months on every annual plan.

Compare all plans
Core Client CRM

Starter

US$0 forever · no credit card

Contacts, deals, follow-up tasks, CSV/Calendly import and Read-Only MCP.

Start free →
1-Month Free Trial

Simply Booking

US$20 / mo · US$200 / yr (2 months free)

Branded Client Portal, guest booking, 3 staff accounts & Booking MCP.

Start 1-month trial →
Full Modular Suite

FavCRM Pro

US$29 / mo · US$290 / yr (2 months free)

Bookings + Memberships & Session Packs + Official WhatsApp + Approval Guard.

Start free on Pro →
FREE INTERACTIVE CALCULATOREstimate what unpaid no-shows and missed follow-ups cost each month →
Compare:vs. Calendly + Spreadsheetsvs. HubSpot Startervs. Marketplace Booking Apps

04 / PRACTICAL GUIDES

One operational question at a time.

From booking and WhatsApp to customer retention—practical guidance for Hong Kong service teams.

View all guides

05 / FAQ

What teams usually ask before starting.

Which businesses is FavCRM for?

FavCRM is designed for service businesses that manage bookings, memberships or packages, WhatsApp conversations and payments—including beauty, wellness, fitness, education and professional services.

Can FavCRM connect to WhatsApp?

Yes. FavCRM uses the official WhatsApp Business API so your team can handle conversations, reminders, campaign drafts and follow-ups in the same customer record.

Will AI message customers automatically?

You control the approval rules. AI can organise data, draft replies and prepare next steps, while sensitive messages, discounts and refunds can require human confirmation.

Can I start without booking a demo?

Yes. Open a Starter ($0 forever) client CRM workspace immediately, or start a 1-month free trial of Simply Booking (US$20/month or US$200/year—2 months free) with no card at signup. Upgrade to FavCRM Pro (US$29/month or US$290/year) anytime in settings.

Can we enable one module and add more later?

Yes. Core CRM, Simply Booking, Memberships & Session Packs, Official WhatsApp and MCP share the same client record, so adding modules later requires zero data migration.

START FREE / ADD MODULES WHEN READY

Put today’s most frustrating work back in one place.

Start freeSee transparent pricingStarter $0 forever · Simply Booking $20/mo ($200/yr) · No card at signup