Trade kits

Say what you do and your agent installs a CRM made for your trade: “I’m a hairdresser, set me up.” Kits exist for beauty, hair, couriers, cleaning, home services, personal trainers, photographers, designers, interior designers and tax advisers. Each one comes with the tables, fields and statuses that trade uses, and you can change all of it.

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Packages and session cards

Sell packages, session cards and prepaid balances, and let them count down on their own.

• “Dana bought 10 sessions for $600”
• “Dana came in today, take one off her card”
• “How many sessions does Dana have left?”

When an appointment or visit is marked done, it comes off the client’s package automatically.

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Stock and supplier orders

Track stock and get told when something runs low. Order from suppliers with your markup.

• “Used 2 tubes of blonde toner”
• “What am I running low on?”
• “Ordered 2 armchairs at $450 from Home Studio for the Cohen project, 25% markup”

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Delivery and service routes

Your agent puts the day’s stops in the shortest order and sends a Waze or Google Maps link for each.

• “Plan today’s deliveries and send me the route”