CRM and the stage board (Pipeline)

Everyone who messages you (on WhatsApp, Messenger, Instagram, or your web widget) shows up in the CRM automatically — you don’t need to add them by hand.

List view

CRM shows every customer with: their status, how to reach them, and when they need a follow-up. Quick filters at the top: all, needs follow-up, lost.

Board view (Pipeline)

Switch to the Pipeline view to see your customers as cards organized in columns — one per stage (for example: New, Booked, Stayed, Lost). Drag a card from one column to another to move that person to a different stage.

You can add your own stages with the + button at the end of the board, if the 6 default stages aren’t enough for how you work.

Search and add customers

Use the search box by name, phone, or email. If you need to add a customer who hasn’t messaged you yet, use Add guest at the top right.

View a customer’s detail

Click any card or row to see the full conversation history with that person, their bookings (if your business uses them), and any notes you’ve left.