The CRM that never lets a client go cold.
Every client, deal and conversation in one place — with email, SMS, WhatsApp and live website chat built in, and Chip AI watching every relationship so nothing slips.
A pipeline that works while you sell.
Build as many pipelines as your business needs, with custom stages for each. Drag a deal forward and startbuddi does the admin — the moment it hits Won, the invoice is created, the contract goes out, and the project opens.
Every conversation, one inbox — even from your website.
Email, SMS and WhatsApp threads live on the client's profile, next to their deals and invoices. Add the live-chat snippet to your website and visitor messages stream into the CRM in real time — reply without switching tabs.
Relationships watched 24/7. Follow-ups that send themselves.
Chip scores every relationship from contact recency, open invoices and activity. When a score drops, it flags the client, drafts the check-in, and can kick off a multi-step sequence across email, SMS and WhatsApp — so win-backs run without you.
A complete client operating system
Not a stripped-down contact list — included in every plan.
360° contact records
Company, role, deal value, notes, files — plus every booking, invoice and message on one timeline.
Deals & pipelines
Custom stages per pipeline. Drag a deal; watch the value roll up.
Stage automations
Won → invoice, contract & project fire automatically.
Unified inbox across 4 channels
Email, SMS, WhatsApp and live website chat on every client profile — reply without ever switching tabs.
Health & lead scoring by Chip
Every relationship scored live, with alerts the moment a good client starts going quiet.
Segments & campaigns
Slice your list and broadcast in a click.
Import in seconds
CSV, HubSpot or Zoho — data arrives instantly.
Team roles
Assign accounts, control access, see who owns what.
What is a CRM — and why does a service business need one?
A CRM — customer relationship management — keeps every client relationship organised in one place, instead of scattered across your phone, WhatsApp, email threads and a spreadsheet. For a service business, that means always knowing who owes you money, who's gone quiet, which leads are worth chasing, and what to do next.
startbuddi goes further than a database: Chip actively monitors those relationships and acts on them, conversations from every channel flow into one inbox, and every booking, invoice and project links to the contact automatically — so the CRM maintains itself while you serve clients.
Teams run their client work on it
"Deals, conversations and invoices on one client record changed how we work. Nobody asks 'where did we get to with them?' anymore — it's all right there."
"The health scores are quietly brilliant. Chip flagged a client we'd unknowingly neglected for a month — one drafted check-in later, we'd saved the retainer."
CRM questions, answered
Is the CRM really included in the free plan?
Can I message clients by SMS and WhatsApp from the CRM?
How does the live website chat work?
Can I import from HubSpot, Zoho or a spreadsheet?
Stop losing clients to silence.
Import your contacts, connect your channels, and let Chip watch the rest. Live in minutes.
Run your whole business in one place
Free to start. No card needed. Your full workspace is ready in five minutes.