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CRM & Marketing

Turn one-off clients into clients who come back

Your whole relationship with your clients in one place: their record, your campaigns, automatic messages, new leads and Google reviews. No spreadsheets, and no writing from your personal WhatsApp.

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  • Records, tags and segments
  • Campaigns and automatic messages
  • Lead capture and Google reviews

The problem

Stop managing clients from your personal WhatsApp

Growing doesn't depend on getting more one-off appointments, but on reaching out to each client at just the right moment.

  • 01
    Before

    Each client's details scattered across notebooks, spreadsheets and chats

    With ZeeClip

    The record brings together each client's details, appointments, notes, documents and messages, with tags to find them in seconds.

  • 02
    Before

    Nobody writes to the people who haven't visited in months

    With ZeeClip

    You segment those clients and launch a campaign by WhatsApp, email or SMS, or let the reactivation automations do it for you.

  • 03
    Before

    New leads and reviews get left hanging

    With ZeeClip

    The pipeline follows each lead until they book, and after every visit ZeeClip can ask them for a Google review.

Everything it does

Six ways to build relationships that bring repeat business

Every part of the CRM, explained through what you do day to day.

Client record

Everything you know about a client, in a single record

Contact details, appointments, notes, documents and messages gathered in one place, so you can welcome each person knowing who they are.

A typical day

Before welcoming a client you open her record: you see when she last came, what you noted down and the messages you sent her.

  • Details and notes

    Contact, preferences and whatever is worth remembering about each client.

  • Appointment history

    Past visits and the next appointment, at a glance.

  • Documents

    Consent forms and files stored on the record itself.

  • Messages

    Messages sent to the client, logged in the same place.

Tags and segments

Find the clients you're interested in

Tag your clients and combine the tags to build groups: those who haven't visited in months, those with an unfinished voucher, or those who always see the same professional.

A typical day

You filter clients with the “Colour” tag who haven't visited for over six weeks and save the group for your next campaign.

  • Your own tags

    Create the ones you need and assign them from the record.

  • Combinable filters

    Cross tags and criteria to fine-tune the group.

  • Saved segments

    Keep a group to reuse in your campaigns.

  • Instant count

    See how many clients you'll reach before sending anything.

Marketing campaigns

Write to the right people, on the right channel

Launch campaigns by WhatsApp, email or SMS to the segment you choose, then check how many have received, read and booked.

A typical day

You launch a check-up campaign to people who haven't visited in months and, a week later, see how many have booked an appointment.

  • WhatsApp, email and SMS

    Choose each campaign's channel from the same dashboard.

  • Automatic segmentation

    Each campaign goes only to the group you've defined.

  • Message preview

    See how the client will see it before you send it.

  • Results at a glance

    Sent, read and bookings won, campaign by campaign.

Follow-up automations

Follow-up happens by itself

Switch on messages that go out at the right moment in each client's journey: when they arrive, after a visit, on their birthday or when they haven't been in for a while.

A typical day

A new client books for the first time: they get your welcome without you having to remember, and weeks later a nudge to come back.

  • Welcome

    A greeting for every new client.

  • Post-visit

    A follow-up after the visit to see how it went.

  • Reactivation

    A nudge for anyone who hasn't come back in a while.

  • Greetings

    A little gesture on your client's birthday.

Lead pipeline

Follow every lead up to the first appointment

Everyone who messages you or asks for information enters a funnel with stages, so nobody gets lost along the way and you know how many end up booking.

A typical day

Someone asks about a treatment on Instagram: they stay in “In conversation” until they book, and then become a client.

  • Funnel by stages

    New lead, in conversation, appointment booked and client.

  • Visual board

    Drag each lead from one stage to the next.

  • Pending follow-up

    See who you need to reply to and since when.

  • From lead to client

    When they book, the lead becomes a client record.

Reputation and social media

Google reviews and social content

Ask for a Google review after every visit and plan the content you post on social media from the same dashboard.

A typical day

A client leaves happy after her appointment: that afternoon she gets the Google link, and by Friday the week's post is ready to go.

  • Request after the visit

    A message to the client with the link to rate you on Google.

  • Automated reputation

    You don't have to remember to ask: it goes out after every appointment.

  • Content calendar

    Plan what you post and when on your social networks.

  • Publish from the dashboard

    Schedule posts without jumping between apps.

How it works

From your client list to your CRM in three steps

  1. Gather your clients

    We migrate your diary and current clients so each one has a record from day one.

  2. Tag and segment

    You tag your clients with the labels that suit you and save the groups you'll use.

  3. Start your campaigns

    You launch your first campaign and switch on the automations you want to keep running.

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For your sector

CRM & Marketing for your sector

Here is how this feature adapts to each type of centre.

Common questions

Frequently asked questions about CRM and marketing

Which channels can I use in my campaigns?

WhatsApp, email and SMS. You choose the channel for each campaign and all communication is logged on each client's record.

Can I write only to a specific group of clients?

Yes. Tag your clients, build segments by combining the tags and launch the campaign to that group only.

Which automations are included?

Welcome messages, post-visit messages, reactivation for those who haven't visited in a while, and greetings. You decide which ones to switch on.

How do I ask for Google reviews?

ZeeClip sends the review request after every visit, so you don't have to remember to ask client by client.

Which plan includes the CRM?

The CRM and marketing are part of ZeeClip's offering depending on the plan you choose. Check the pricing page to see what each one includes.

And more

Discover other features

Ready to transform your business?

Join dozens of businesses that already trust ZeeClip to manage their appointments and optimise their business.

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  • Lightning-fast setup
  • Support in English