Platform / Customers
Customers & CRM

Every customer, in one place for the whole team.

Freemi keeps one record per customer: their visits, bookings, payments, messages and notes, so anyone on the team picks up where the last person left off. Messages from your website, email and social land in one inbox, with replies drafted in your voice for you to send.

CustomersVisitsBookingsPaymentsMessagesNotesInvoicesGift cards
Every visit, on the recordVISITS
Every visit, on the record
What they booked and paid
Notes for the next personNOTES
Notes for the next person
Pick up where they left off
Every message, one inboxINBOX
Every message, one inbox
Website, email and social
Paid, on the right customerPAYMENTS
Paid, on the right customer
Deposits, sales and invoices
One record

One record, not six apps.

Stop rebuilding a customer’s story from a booking app, a card reader, a spreadsheet and a notebook by the till.

Everything on the customer

The whole customer, in one place.

Details, visits, bookings, payments, messages and notes, attached to the customer rather than scattered across apps, inboxes and paper.

✓Visits and bookings, past and upcoming
✓Payments, deposits, invoices and gift cards
✓Messages and notes from the team
A customer being looked after
One inbox

Every message, one queue.

Messages from your website, email and social arrive in one queue, one thread per customer. Freemi drafts a reply in your voice, and a member of the team approves it before it goes.

✓Website, email and social together
✓Replies drafted in your voice
✓A person approves anything that goes out
A customer at the desk
Notes and handover

Pick up where the last person left off.

Notes, past visits and every message sit on the customer’s record, so anyone on the team knows what was said and what comes next. Everyone signs in as themselves, and Owner, Manager and Staff roles decide which screens each person sees.

✓Notes the whole team can see
✓Everyone signs in as themselves
✓Roles decide who sees which screens
The front desk

One customer. One record. One history.

Bring us the customer whose story gets rebuilt from a message thread, a card reader and a notebook by the till, and set it up so it lives in one place. Need something bigger? Talk to us.