FEATURE / CUSTOMER RECORDS
Customer records
Customer information should not be scattered. One record shows the bookings, the payments, the conversation and the next step.
FavCRM keeps each customer’s booking history, payments, package balance, WhatsApp conversation and outstanding follow-ups on a single record. Staff see the context inside the conversation itself, instead of opening a second system or answering from memory.
- 1
- Record, full history
- RFM
- Segmented follow-up
- 100%
- Actions logged
One record, everything on it
Bookings, spend, packages, conversations and notes all attach to the same person.
- Past and upcoming bookings in one view
- Payments and outstanding balances shown clearly
- WhatsApp conversations linked to the same record
Know who needs following up
Instead of relying on memory or scrolling chat history, the system shows who is lapsing, who is running out and who still owes money.
- Segmented by recency, frequency and value (RFM)
- Alerts when a package is nearly used up
- Unpaid and unanswered items become tasks
Shared data with rules
Several staff work from the same information — which does not mean everyone should be able to change it.
- Permissions by role
- Discounts and refunds require approval
- Every change carries an audit trail
The data is yours
The customer relationship is your asset. It should not be locked inside a platform.
- Full export of customers and transactions
- Relationships stay when staff leave
- Built around local privacy practice
How it works
The record starts at the first enquiry.
- 01
Created automatically
A WhatsApp enquiry or online booking creates or matches a customer record.
- 02
History accumulates
Every booking, payment and conversation writes to the same record.
- 03
Segments surface
The system flags which customers are worth contacting, and why.
- 04
Approve before sending
AI drafts the follow-up; a person approves anything that matters before it goes out.
What it replaces
Scattered customer information costs you the dropped follow-up, not just the inconvenience.
- Customer history held in the owner’s memoryFull booking, spend and conversation history per customer
- Searching chat threads and spreadsheetsContext visible in the same screen as the conversation
- Guessing who to follow upSegmented automatically by recency, frequency and value
- Relationships leaving with staffRecords stay with the business, access set by role
Built for
- Beauty and wellness
- Fitness and classes
- Education and tutoring
- Professional services
- Sports venues
Frequently asked questions
How is this different from a general CRM?
General CRMs are built around a sales pipeline and deal stages. FavCRM is built around service operations — bookings, package balances and repeat visits — which fits businesses with regular customers who book and pay.
Can we import our existing customer list?
Yes. Existing customers and package balances can be imported from a spreadsheet, and everything can be exported again.
Can staff see every customer detail?
That is set by role. You can restrict who sees contact details or spend, and who can change discounts and refunds.
How is customer data protected?
Data is encrypted in transit, actions are logged, and sensitive operations require approval. See the privacy policy for detail.