CRM, admin panel and automation
Requests, customers, schedule and revenue in one system: the team works in a convenient workspace, the owner sees the business in numbers, and routine goes into automation.
Discuss your projectCRM and business systems
CRM, admin panel and owner dashboard
A business management system built around your processes: the customer, the administrator and the owner work on shared data. A booking made by the customer is instantly visible at the front desk and in analytics, and the owner sees revenue, workload and request sources without hand-built reports.
Where a business loses money without a CRM
Familiar situations that keep requests from turning into payments and make the owner manage blind.
- Requests arrive in chats, calls and spreadsheets, and some get lostAll enquiries are collected in one system with a source, a status and an owner
- Staff work in their own way and nobody sees the whole picture of a customerShared stages and a history for every customer: any employee understands the context at once
- Reports are put together by hand and the numbers do not matchRevenue, payments received, debts and workload are calculated automatically and visible to the owner at once
- The customer disappeared after the first orderCustomer history, reminders and bonuses help bring them back without new advertising
- The website, messengers and payments each live on their ownChannels and payments connect to one system through integrations, and data is not moved by hand
What you get
Not a set of features but a business you can manage: you see what is happening and can influence it.
Control over sales
You see how many requests came in, what stage each one is at and who handles it. Bottlenecks are found from data, not from feelings.
Less manual work
Requests, payments and statuses move between systems automatically. The team does not copy data by hand and does not lose requests.
Transparency for the owner
Revenue and payments received shown separately, customer debts, staff workload and request sources in one dashboard.
One picture of the customer
Booking and order history, payments and notes for every customer: it is easier to bring a customer back when you know everything about them.
A system for your processes
Stages, roles, statuses and reports are built around how your company works, not the other way round.
Grows with the business
We lay down a structure that roles, features and integrations can be added to later, without rewriting the system from scratch.
Demo versionMini demo
See how it works
Open three workspaces on shared data: the customer app, the administrator workspace and the owner dashboard. Click around, create a booking and see how it shows up for everyone.
The demo on fictional data (an example: a clinic) shows the logic and the look. In it, data is stored in your browser: there is no server side, database, staff accounts, real payments or notifications. In a working project we choose and connect all of this for your business after analyzing the requirements.
- Demo version
Customer
Booking, orders, payments, request history and a personal account.
Booking a serviceVisits and historyBonuses and membershipsOpen the customer demo (opens in a new tab) - Demo version
Administrator
Requests, schedule, customers, payments and day-to-day operations.
Day and week scheduleConfirm, reschedule, cancelPayment marks and customersOpen the administrator demo (opens in a new tab) - Demo version
Owner
Revenue, analytics, team workload, repeat sales and business control.
Revenue and payments receivedCustomer debtSpecialist workloadOpen the owner demo (opens in a new tab)
Try an end-to-end scenario
- CustomerPick a service, a specialist and a time and create a booking.
- AdministratorOpen the workspace in the next tab: the booking is already in the schedule. Confirm it, reschedule it or mark the payment.
- OwnerOpen the dashboard: the booking and the payment show up in revenue, workload and analytics.
Open the roles in neighbouring tabs of one browser: in the demo, data syncs between tabs but not between devices.
The demo is built on a fictional brand and is not a client project. All data is for demonstration only.
Who the CODE SCALE CRM fits
- Requests come from several channels and are handled by several employees
- The owner needs revenue, workload and request sources in numbers without hand-made reports
- You have a schedule, bookings or orders that must be confirmed, rescheduled and paid
- Repeat sales matter: customer history, reminders and bonuses
The system is built for the scale and the processes of your business: we start with the essentials and add the rest as you grow.
How we implement a CRM
- We analyze the processesHow the team works today, where requests come from and where they get lost.
- We design the systemRoles, stages, statuses, the owner's reports and links to the channels.
- We build and connectWorkspaces, integrations with the website, messengers, payment and notifications.
- We launch and developWe move the processes into the system, watch the numbers and add features.
Let's discuss a CRM for your business
Tell us how your team works today: where requests come from, who handles them and what reports the owner needs. We will suggest what the system should include for your processes.