Customer relationship management

Yottled’s customer relationship management helps you keep track of your clients, store payment information, keep detailed notes, and more so your staff can always provide a personalized experience.

client relationship management

Let someone else sweat the details.

Let Yottled track every detail about customers with analytics that helps you keep detailed notes, custom details about your clients, purchase information, memberships & package data, and more.

Small business owner
  • Customer Data

    With Yottled, you'll always know everything about your client. Purchase information, memberships, gift cards, bookings, and more. Take notes and add custom contact information so you and your staff can have the information you need at any time.

send intake form
  • Forms

    Request information from your customer when you need it the most via email or text. With targeted, personalized messages, you'll always have the most up to date information to ensure satisfied, happy clients. Best of all, information is then automatially updated on the client record, so you always have up to date information.

yottled crm notes
  • Client Notes

    Enable your staff to always know what's critical to clients. Add notes to clients so you're always prepared to delight. Regardless of who answers the phone or is at the front desk, you can be sure everyone will know critical information to retain and earn client business.

  • SOAP Notes

    Add additional SOAP Notes to client records. Track client progress, add and edit information, and enable your employees to reference SOAP Notes for progress.

simple and easy memberships
  • Memberships and Packages

    Easily create custom memberships and packages that are tracked on the customer record. Management is easy. Auto bill your clients so you never have to chase payments again. The membership and package credits are automatically deducted, delighting you, and your clients. Define any terms you need in minutes.

Frequently Asked Questions

Client relationship management software (or CRM) helps you organize and manage your customer relationships in a centralized and easy-to-use platform. By keeping track of customer activity, you have a clear insight into where you stand with each of your customers.

With Yottled, your CRM is automatically integrated with your sales, scheduling, marketing, customer service, and operations tools right out of the box. This makes it easy to optimize and personalize your campaigns and processes with data from your CRM, creating a better experience for you and your customers.

The most useful tools include:

  • Email tracking and engagement notifications

  • Automated online scheduling

  • Document sharing

  • Quoting and invoicing

  • Note-taking and contact management

Whether you have a one-person business or a large-scale enterprise, Yottled's CRM scales with your needs. Our CRM can support an unlimited number of contacts and the data you are able to store on each contact is completely customizable.

More sales. More clients. Less overhead.

The only operating system built for service-based businesses.