Which CRM capabilities are available?
Teams can create, search, and update clients, add notes, and review booking and visit history.
Feature
CRM for appointment-based businesses
Terminko CRM keeps essential client information where the team already manages appointments. A client profile shows booking history, total appointments, last visit, and internal notes.
Is CRM connected to the calendar?
Yes. A client is selected when a booking is created, and visits stay connected to the client profile.
How does CRM help the daily workflow?
Before an appointment, the team can see relevant context about the client and previous visits without switching between disconnected tools or spreadsheets.