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CRM & Client Management

You're losing clients
you already won.

Every service business has a leak — clients who went quiet, follow-ups that got buried, relationships that slipped between your inbox, your notes, and your head. startbuddi CRM seals the leak. Every client. Every interaction. Tracked automatically.

Start free — no card needed See how it works
4,000+ businesses · Free plan available · Setup in under an hour
↑ 41%
Repeat bookings with Chip re-engagement
1
Timeline for every client
0
Manual data entry
$0
Free plan · unlimited contacts
Trusted by service businesses replacing HubSpot, spreadsheets & WhatsApp
Agencyflow NovaBrand Consultly StudioOps Growthcraft Zenvio
If this sounds familiar — keep reading

Your business runs on great service. Your client data runs on scraps.

Most service businesses are quietly leaking revenue — not because the work is bad, but because the follow-up never happens.

Your "CRM" is a combination of 3 tools that don't talk to each other

WhatsApp threads, a spreadsheet someone started in 2022, and mental notes you're terrified of forgetting. It works until it doesn't.

💸 3–5 hours a week keeping it barely functional

A great client books once — then goes silent. You have no idea why.

They didn't complain. They just stopped. And without a client management system flagging it, you'll never know until it's too late.

💸 Repeat revenue you'll never see coming

Following up feels like guesswork — because it is

You're not sure who you contacted last week, what you said, or who's overdue for a check-in. So you guess. Or you don't follow up at all.

💸 Deals stalled, clients feeling ignored

Your highest-value clients get the exact same treatment as first-timers

No VIP recognition. No proactive outreach. No upsell at the right moment. Everyone gets the same generic experience.

💸 Lifetime value capped way below what it should be
Client timeline

Walk into every client conversation knowing exactly what happened last time.

From the moment a client books, startbuddi builds their full record automatically — every booking, invoice, note, form response, and message attached in one clean timeline.

Stop spending Sunday night updating your contact list. Every booking and payment creates a complete record — automatically.
Full activity timeline — every touchpoint in the order it happened. No digging. No "let me check my notes."
Tags, segments, custom fields, and notes per client.
Import from any spreadsheet in one upload. Your history comes with you.
Start free — build your first timeline
Amara Okonkwo — Client Timeline
Booking confirmed — Brand Strategy Session £850 deposit paid · Zoom link sent
Active
Today
Invoice paid — Project #047 £2,400 · Full payment received
Paid
3d ago
Intake form submitted Brand questionnaire · 12 responses
Done
1wk ago
Note added — discovery call "Prefers async. Focused on rebranding Q3."
Note
2wk ago
Chip: Bisi hasn't booked in 41 days. Want me to draft a re-engagement message in your voice?
Chip
Reading your live CRM data
Which clients haven't rebooked this month?
4 clients overdue: Amara (32d), Kofi (28d), Bisi (41d), Elena (19d).

Bisi is your highest-value client at £6,200 lifetime. Want me to draft personalised re-engagement messages for all 4?
Yes — send them.
Done. 4 personalised messages sent in your voice. Bisi's message referenced her Q3 rebrand project specifically.
✓ All done — without writing a single word
Chip AI monitoring

Get told which clients to call before they cancel — not after.

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 a re-engagement message in your exact voice.
Surfaces overdue invoices and sends automated reminders — you approve in one click.
Identifies your highest-value clients by lifetime revenue so they always get priority treatment.
Suggests next best action per client — approve, skip, or edit. Done in seconds.
Start free — let Chip find your at-risk clients
Segments & tags

Know exactly who your VIPs are — without touching a spreadsheet.

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

Dynamic segments — update in real time as data changes. No maintenance.
Trigger an automation the moment a client enters a segment — a welcome, an upsell, a check-in.
Send targeted email campaigns to any segment in one click.
Export any segment as CSV for external use anytime.
Start free — create your first segment
Live client segments
🔥 VIP clients → Upsell campaign
14
⏰ Quiet 30+ days → Re-engage with Chip
7
💰 High revenue → Priority follow-up
23
🆕 New this month → Welcome sequence
9
All segments update automatically as data changes · Live · Last updated 2 min ago
“
I had a client I hadn't heard from in 6 weeks. Chip flagged them, I sent the re-engagement message it drafted, and they booked a project two days later. One client. One message. One click.
Joanna
Tiwalade Joanna Okedara-KaluCareer Coach & CEO, startbuddi — Lagos
What businesses say

4,000+ service businesses stopped losing clients they'd already won.

★★★★★
“I finally stopped running client work from four different apps. startbuddi gives me one place for calls, notes, retainers, and next actions.”
Jacinta Nackos
Jacinta Nackos
Salon Owner · Abuja
★★★★★
“We switched from HubSpot because it was built for sales reps, not service teams. startbuddi took 40 minutes to set up and our CRM data was cleaner than it had been in years.”
Chinedu Emmanuel Kalu
Chinedu Emmanuel Kalu
Co-founder, startbuddi · Lagos
★★★★★
“Before startbuddi, my client management was a Google Sheet and a lot of prayer. Now every client record builds itself and Chip tells me exactly who to follow up with.”
Akeem Feyisupo
Akeem Feyisupo
Growth Manager, startbuddi · Lagos

Simple, transparent pricing.

Free plan includes unlimited contacts. Paid plans from $4.99/mo. No per-module pricing, no hidden fees.

Start free See all plans
Real questions. Straight answers.

From businesses switching from HubSpot, spreadsheets, and WhatsApp.

Still have questions? Our team is here.

Talk to us
I've tried CRM software before. It always ends up abandoned. Why is this different?
Because startbuddi updates itself. Every booking, payment, and form submission automatically feeds the right client record. There's nothing to maintain. The data stays current whether you touch it or not. Most abandoned CRMs died because they required manual input — this one doesn't.
Will this replace the spreadsheet I've been using for 3 years?
Yes — and setup takes under an hour. Upload your spreadsheet as a CSV. Every contact migrates in minutes with all your fields mapped. Your history comes with you. Nothing gets lost.
What exactly does Chip do — and do I need to set it up?
Chip reads your live client data automatically and tells you who needs attention: clients quiet for 30+ days, overdue invoices, upsell opportunities. No setup. No prompting. It just runs. Chip AI is on paid plans from $4.99/mo.
Is the free plan actually free — or does it lock me into a trial?
Genuinely free. Unlimited contacts, full client profiles, complete activity timeline. Free forever — no trial, no card, no expiry. Chip AI, advanced segments, and email campaigns unlock on paid plans from $4.99/mo.
Can this handle both leads and paying clients in the same system?
Yes. Tags and segments let you treat leads and active clients differently within the same database. One system from first enquiry to long-term customer — no switching between tools as a prospect converts.
Does it work for teams?
Yes. Your whole team shares one client database with role-based permissions. No duplicate records. No one overwriting anyone. Everyone works from the same single source of truth.

CRM pairs naturally with

Bookings Bookings auto-create client records. Zero data entry. Explore
Invoicing Payment history and outstanding balance on every contact. Explore
Marketing Hub Send campaigns to live CRM segments, not static exports. Explore
Chip AI Chip reads your CRM to draft follow-ups and flag at-risk clients. Explore

Your next lost client is already in your list.

Right now, there's a client in your database who hasn't booked in 30+ days. They're not gone — they're just waiting for you to reach out first. startbuddi and Chip AI will find them, draft the message, and help you win them back.

Start free — find your at-risk clients See a live demo

Free plan · Unlimited contacts · Paid from $4.99/mo · Cancel anytime · No card to start