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Summit CRM

Flexible CRM and booking management for service businesses

Overview

Summit CRM is a next-generation customer relationship and appointment management platform. Each business gets its own workspace with custom fields and a pipeline set up for its industry, so you track what matters to you instead of bending your workflow around generic software.

What it does

Customer profiles and preferences

Record hair or skin type, allergies, room or table preferences, and any custom field your business needs.

Staff and calendar management

See staff hours and bookings in one calendar view and avoid scheduling conflicts.

Automated booking reminders

Send reminders to customers by email or SMS to cut down on missed appointments.

Visual pipeline board

Move leads and reservation requests through your stages with drag-and-drop cards.

Works on any device

Open your dashboard on phone, tablet or desktop. It installs as an app and stays in sync.

Industry templates and support

Start from ready-made templates for salons, hotels and restaurants, with WhatsApp and phone support for questions and custom requests.

Who it is for

  • Beauty and hair salons that manage stylist schedules and client preferences.
  • Boutique hotels and B&Bs tracking room preferences, stays and booking history.
  • Restaurants and cafes planning seating and remembering guest allergies and preferences.

Want software like this for your business?

The same team that built this product can build yours, from first prototype to production.

Book a 45-minute call

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