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CRM

CRM for service businesses

Contacts, a shared inbox for WhatsApp and email, deals, bookings and invoices on one record per client. A CRM made for businesses that sell time and skill.

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Free plan, no card needed. Or book a demo.

Service businesses need more than a contact list

Salons, clinics, agencies, consultants and trades all sell appointments, projects or packages. A contact list on its own does not tell you who booked, who paid and who is waiting on a reply.

startbuddi is a CRM built around that. Every client has one page with their messages, bookings, deals and invoices, and your team works from one shared inbox.

What service businesses use

  • A booking page that takes deposits and adds clients to your contacts.
  • A shared inbox for WhatsApp, email, SMS, Instagram and Facebook.
  • Invoices and payment links through Paystack or Stripe.
  • Follow-ups after a booking or a no-show, sent automatically.
  • A client portal for project work, where clients follow progress, approve work and see their invoices.
  • Bookings in the CRMEvery booking creates or updates the client.
  • One inboxWhatsApp, email, SMS and social DMs on the right client.
  • Money on the recordInvoiced, paid and outstanding for each client.
  • Follow-upsThank-you and no-show emails, and automations on paid plans.
Services

Bookings that feed your client list.

Set up each service once. Every booking creates or updates the client, with their answers saved on their page.

  • 15 minutes to 2 hours, priced in NGN, USD, GBP, EUR, KES, ZAR or GHS
  • Booking questions, saved to the contact if you like
  • Chip suggests the questions to ask
More about Bookings
Channels

Every message, one inbox.

WhatsApp, email, SMS, website chat, Instagram and Facebook land on the right client for the whole team.

  • WhatsApp, Email, SMS, Website Chat, Instagram, Facebook, Telegram and Voice
  • Open, Snoozed and Closed tabs, sorted Newest, Oldest or Unread first
  • Filters: Unassigned, Assigned to me, Unread, Chip has a reply
More about Inbox
Contacts

One page per client, with the money.

Messages, bookings, deals, notes, files and a money tile with invoiced, paid and outstanding.

  • Email, Call or WhatsApp straight from the contact
  • A money tile: Invoiced, Paid, Outstanding, Overdue
  • Companies fill in their logo and details from their website
More about Customers
Same workspace

Your CRM is already connected to the rest of the business.

The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.

01

Invoices that get paid

Send the invoice from the client's record. When it is paid, the deal is marked won.

Explore Invoices that get paid
02

Online bookings

Clients book from your link and land in your contacts with the booking on their page.

Explore Online bookings
03

Follow-ups that run themselves

Follow-ups, reminders and tasks that start when a form, booking or deal changes.

Explore Follow-ups that run themselves
04

Projects your team can follow

Won the work? Start the project, track tasks and share progress with the client.

Explore Projects your team can follow
05

Dashboards and reports

A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.

More about Analytics
Plans

A CRM on every plan, including Free

The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.

Start freeCompare every plan
  • Free Included, free forever $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
GuideHow to run a home service business: scheduling, jobs and getting paid GuideHow to run a salon business: bookings, clients and payments ProductBookings ProductClient portals ProductCustomers ProductContacts & companies ProductSales pipeline & deals ProductInbox CompareBest CRM Software for Small Business

Questions people ask

What is the best CRM for a service business?
One that connects bookings, messages and payments to the client. startbuddi does that on one record, which is why service businesses use it instead of a sales-only CRM.
Can clients book and pay online?
Yes. Share your booking link, and turn on deposits or full payment through Paystack or Stripe.
Does it work with WhatsApp?
Yes. Connect your WhatsApp Business number and messages land in the shared inbox on the right client. This unlocks on Starter.
How much does it cost?
The CRM, bookings and invoices are on Free. Starter costs $29 a month with a 30-day trial.

Put every client in one place.

Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.

Start free
Free plan available. Every paid plan starts with a 30-day trial.