AdvanceBookingAdvanceBooking
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Customer CRM

Every customer. Every detail.

A CRM built specifically for service businesses — not repurposed sales software. Booking history, credits, tiers, and notes all in one place, automatically populated from every transaction.

Start free — 14 days trial See pricing

Built for how service businesses actually work

No configuration required. Customer profiles are built automatically every time a booking is made or a payment is processed.

Complete booking history

See every service a customer has ever received — date, staff, price, and payment method. Understand your customers without asking them to repeat themselves.

Credit wallet balance

Track prepaid credit balances per customer. Credits are deducted automatically at checkout, and the full transaction history is visible in every customer profile.

Membership tier tracking

Each customer's loyalty tier — Bronze, Silver, Gold, or custom — is calculated automatically from lifetime spend. Tier discounts apply at checkout without any manual steps.

Birthday & anniversary tracking

Store customer birthdays and trigger automated discount emails in the lead-up. Customers feel valued; you spend zero time on it.

Notes, tags, and preferences

Add private notes to customer profiles — allergies, preferences, instructions for new staff. Keep institutional knowledge inside the platform, not in someone's head.

Visit frequency & LTV

See how often each customer visits, their average spend per visit, and lifetime value. Identify your VIPs and customers at risk of churning.

Everything in one profile

Every customer gets a rich profile that builds itself. No manual data entry after setup — information flows in from bookings, payments, and loyalty activity automatically.

See it live
SL

Sarah Lim

Member since Jan 2024 · 14 visits

Gold
  • Full name, phone, email
  • Date of birth
  • Total lifetime spend
  • Visit count and last visit date
  • Membership tier
  • Credit wallet balance
  • Active memberships & packages
  • Full booking history
  • Payment method preferences
  • Internal staff notes
  • Referral codes issued
  • Gift cards purchased

Migrating from your existing system?

AdvanceBooking supports CSV, Excel, and SQL customer import. We map common field aliases automatically so your customer history, credits, and booking data transfer cleanly. Most migrations complete in under 30 minutes.

Know your customers better than ever

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