Know your clients. Never lose a lead.
A client management system built around how your service business actually works — not a generic CRM you have to adapt yourself to.
Get a free quoteThe challenge
What happens when your client records live everywhere
Contact details in your phone. Booking history in a spreadsheet. Notes from sessions in a notebook. Invoice records in your accounting app. WhatsApp threads for anything that doesn't fit elsewhere. When a client calls with a question, assembling a picture of who they are and where things stand takes longer than it should — and details still get missed. As the client base grows, the friction compounds.
The solution
One place for everything about every client
A Yoros CRM gives you a single, searchable record for every client: their contact details, their complete booking and purchase history, every invoice, every communication, and any notes or tags you add. When a client calls, everything relevant is on one screen before you say hello. When you need to follow up with clients who haven't booked in three months, a filtered list gives you the names in ten seconds.
What's included
Everything you get
Complete client profiles
Every client has a unified record — contact details, business information, referral source, industry tags, and any custom fields your business needs. All history attached: bookings, invoices, communications, session notes.
Search, filter, and segment
Find any client instantly by name, business, email, or phone. Filter by tag, industry, last booking date, or payment status. Build segments — 'active clients', 'lapsed clients', 'high-value accounts' — for targeted follow-up.
Notes and activity history
Log notes against any client — session observations, preferences, important context. Every automated action (booking created, invoice sent, email triggered) is recorded in the activity timeline so nothing is inferred from memory.
Lead pipeline management
Enquiries that haven't converted to clients yet are tracked in a pipeline — from first contact through qualified, quoted, and won or lost. Know exactly where every prospective client stands.
Communication from the record
Send an email to a client directly from their record in the CRM. The message is logged automatically against their history — no switching between your inbox and your client management system.
Business health at a glance
Dashboard metrics showing new clients this month, active vs lapsed ratios, lead conversion rate, and revenue by client. The numbers that tell you how the business is actually performing, not just how it feels.
How we build it
From brief to live
Map your client data
We audit your current records — spreadsheets, contact lists, booking history — and design a data structure that reflects how your business actually categorises and works with clients.
Build the CRM
The client management system is built on the Yoros framework with your specific fields, tags, pipeline stages, and views. The interface is designed for your workflow — not a generic template.
Migrate your existing data
Existing client records are imported from your current sources — spreadsheets, exports from other tools, or manual entry for smaller datasets. Imported records are verified before the system goes live.
Connect to your other systems
The CRM is connected to your booking system, invoicing, client portal, and email automation so client records update automatically — no manual entry required for activity that the system already captures.
Common questions
FAQ
Is this different from a client portal?
Yes. The CRM is your internal view — the admin-facing record of every client, used by you to manage relationships and track activity. The client portal is the client-facing view — their private login where they see their own information. Both draw from the same underlying data.
Can I import my existing client list?
Yes. We support CSV import from spreadsheets, exports from common tools, and manual entry for smaller datasets. Imported records include name, contact details, and any custom fields that map to your existing data.
What happens to CRM data if I cancel my subscription or move away?
Your data is yours. You can export your full client database as a CSV at any time from the admin panel. If you are on a once-off model, the data lives on your own Supabase account from day one.
Can multiple staff members access the CRM?
Yes. Role-based access lets you give staff members access to client records without exposing financial data, admin settings, or other restricted areas. Activity logged by each staff member is attributed to them in the history.
Does the CRM handle leads who haven't become clients yet?
Yes. The lead pipeline tracks enquiries before they convert — so you can see your full prospect list, the stage each lead is at, and follow up systematically rather than relying on memory.
Related services
Client Portals
Give every client a private login where they can book, pay, view documents, and track their history.
Booking Systems
Clients book available slots in real time — no calls, no back-and-forth, no double-bookings.
Automation & Email
Follow-ups, reminders, welcome sequences, and invoices that send automatically based on what clients do.
Ready to get started?
Get an itemised quote in under two minutes — no jargon, no sales call required.
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