Feature

Every client, every visit, every note — in one profile.

Timeline of visits, spend, notes, forms, files and preferences. Segments and tags feed marketing.

What you get

  • Client timeline & spend
  • Notes, tags, segments
  • GDPR & consent management
  • Custom fields per business
How it works

CRM is available on all Professional plans and above. Configure it in seconds from Settings → CRM. Everything is designed to work without training — but a Phoenix specialist can help you tune it if you'd like.