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CRM Software

Know every client without digging through old chats.

Keep bookings, notes, forms, invoices, and follow-ups in one clean client timeline — updated automatically every time something happens in your workspace.

Built for service businesses that grow through repeat clients

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★★★★★4,000+ service businesses · free plan available
1
timeline for every client — bookings, invoices, notes, all linked
0
manual data entry — records auto-populate from bookings and forms
Chip
flags at-risk clients before they churn — proactively
$0
free plan — unlimited contacts, no card needed
Client timeline

Every interaction. One record. Zero manual entry.

From the moment a client books, startbuddi builds their record automatically — bookings, invoices, notes, form responses, and communications all attached and updated in real time.

  • Contacts created automatically from bookings, forms, and payments
  • Full activity timeline — every touchpoint in the order it happened
  • Tags, segments, custom fields, and notes per client
  • Import from CSV or migrate from HubSpot with one upload
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Chip AI monitoring

Know which clients need attention before they disappear.

Chip reads your live CRM data and surfaces clients who haven't booked recently, invoices that are overdue, and relationships worth nurturing right now — without you asking.

  • Flags clients silent for 30+ days and drafts re-engagement message
  • Surfaces overdue invoices and sends automated reminders
  • Identifies your highest-value clients by lifetime revenue
  • Suggests next best action per client — approve in one click
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Segments & tags

Group clients your way. Segments update themselves.

Create segments based on booking history, revenue, tags, last activity, or any custom field. Use them to trigger automations, send targeted campaigns, or prioritise follow-ups.

  • Dynamic segments — update in real time as data changes
  • Trigger an automation when a client enters a segment
  • Send targeted email campaigns to any segment in one click
  • Export any segment as CSV for external use
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Getting started

CRM live in under an hour.

Import your contacts or let bookings create them. Your timeline builds itself.

01

Import or create clients

Start with a CSV import from your current tool, or let bookings create records automatically from day one.

02

History builds itself

Every booking, invoice, note, and form response attaches to the right client record automatically.

03

Chip monitors relationships

Chip flags at-risk clients, surfaces overdue follow-ups, and drafts re-engagement — without you asking.

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Everything included

Everything in startbuddi CRM.

Not a basic contacts list. A full client management system built for service businesses.

Rich client profiles

Names, tags, custom fields, notes, files, and complete communication history in one place.

Activity timeline

See bookings, invoices, reminders, and notes in the exact order they happened.

Tags and segmentation

Group clients by service, status, source, value, or any custom workflow you need.

CSV import

Bring contacts in from spreadsheets or migrate from HubSpot, Salesforce, or any CSV export.

Chip AI insights

Chip monitors your entire CRM and tells you who needs attention — without you checking manually.

Team permissions

Control who can view, edit, or delete records with role-based access for your whole team.

Everything connected

CRM connects to your full workspace.

Not a standalone tool — the shared memory for everything in startbuddi.

Also in your workspace
Bookings Invoicing Forms Marketing Chip AI
Free plan available. Paid from $5/mo
Unlimited contacts on the free plan · No credit card needed
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FAQ

Common questions about CRM.

Answers from service businesses that switched from HubSpot, spreadsheets, or WhatsApp.

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Do contacts get created automatically?
Yes. Every booking, form submission, and payment automatically creates or updates a CRM contact. If the email matches an existing record, it appends to that record instead of creating a duplicate.
Can the CRM track both leads and paying clients?
Yes. Manage contacts from first enquiry through long-term customer status. Tags and segments let you filter and treat leads and clients differently within the same CRM.
How does Chip monitor client relationships?
Chip reads your booking history, invoice status, and last-contact data to surface clients overdue for a follow-up, at risk of churning, or ready for an upsell. It runs automatically — no prompting needed.
Can I import my existing client list?
Yes. Upload a CSV with column mapping. Or migrate from HubSpot, Salesforce, or any tool that exports CSV. Your history comes with you.
Does the CRM work for teams?
Yes. Team members share the same client database with role-based permissions. You control who can view, edit, or delete records. Everyone works from the same single source of truth.
Is there a free CRM plan?
Yes. The free plan includes full CRM with unlimited contacts. Chip AI monitoring, advanced segmentation, and email campaigns are on paid plans from $5/mo.
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Know your clients. Grow through them.

Your full client history — bookings, invoices, notes, and Chip insights — in one place, from day one.

Start free — no card

Free plan · Unlimited contacts · From $5/mo · Cancel anytime