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Analytics Track bookings, revenue, performance, and client trends from the workflows already happening in startbuddi. Form Builder Build intake forms, onboarding forms, and service questionnaires that feed straight into your workflow. Tasks & Projects Turn delivery into clear task flows tied to real clients, bookings, and deadlines. Chip AI Assistant Chip sits on top of your bookings, CRM, invoices, and payments so you can… Marketing Hub Track campaigns, schedule posts, reactivate past clients, and connect marketing effort to revenue. Invoicing & Billing Create branded invoices, automate reminders, and keep every outstanding payment visible. CRM & Client Management Keep bookings, notes, forms, invoices, and follow-ups in one clean client timeline. Bookings & Scheduling Give clients one branded booking link for sessions, deposits, reminders, and self-serve rescheduling.
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CRM

CRM

Build stronger client relationships and never lose a lead again.

All posts 40 Blog 33 CRM 1 Growth 1 Business 1 AI 1 Marketing 1 Payments 1 Bookings 1

Latest in CRM

Why Your CRM Is Your Most Valuable Business Asset (And How to Actually Use It)

Most service business owners have a CRM they barely touch. Here's why that's costing them, and what to do instead.

Techdella Feb 26, 2026 2 min read