Full client timeline
Every booking, message, payment, and note in one chronological view per client.
Every booking, message, note, and payment in one timeline per client. Tag, segment, and reach out without leaving the platform.
Most CRMs are for sales teams. This one is built for the way service businesses actually work.
Every booking, message, payment, and note in one chronological view per client.
Segment clients by tag, frequency, or value. Find VIPs, lapsed regulars, and new leads in one search.
Per-client notes (allergies, preferences, intake forms) attached to every booking.
Find any client by name, phone, email, last visit, tag, or service history.
Inbound leads from the booking widget, AI receptionist, and contact form land in the CRM with source attribution.
Automated rebook prompts go out to lapsed clients on the schedule you set.
Service businesses don't need a sales pipeline. You need to know who walked through the door last week, what they bought, whether they tipped, what the staff noted, and when to reach out next.
Servegalo's CRM is structured around that workflow. Every booking writes back to a single client record — visit count, lifetime spend, notes, tags, contact info, payment history — and feeds the automations that bring people back.
Combined with automated reminders and the AI receptionist, the CRM turns one-time appointments into repeat revenue without manual work.
Yes. The CRM is part of every Servegalo plan — there's no separate add-on. Higher plans add segmentation and custom automations on top of the base CRM.
Yes. Servegalo imports CSV exports from Mindbody, Vagaro, Square, Acuity, Booksy, and most other booking platforms. The migration tool maps fields automatically and flags conflicts before import.
Yes. Every Stripe transaction is attached to the client record, including deposits, no-show fees, and refunds.
Yes. The staff portal works on any phone browser — schedule, client info, notes, and "on my way" SMS are all available on mobile.
We'll show migration from your current platform live during the demo — typically takes 10 minutes.