CRM for Service Businesses
The CRM that builds itself from your bookings. Track clients, appointments, payments, and team schedules — all in one platform built for service businesses.
Stop paying for Salesforce features you'll never use. SchedulingKit gives service businesses the client management they actually need — tied directly to their appointment workflow.
SchedulingKit is free CRM and scheduling software for service businesses that automatically tracks client profiles, appointment history, payments, and preferences — without manual data entry. Every booking creates a client record. Every visit adds to it. Used by 5,000+ businesses in salons, fitness, consulting, healthcare, and 50+ other service industries.
Why Service Businesses Need a Different CRM
Traditional CRMs were built for sales teams closing deals through multi-stage pipelines. Service businesses don't work that way. A hair salon doesn't need lead scoring. A personal trainer doesn't need deal stages. A cleaning company doesn't need marketing automation with A/B tested email campaigns.
What service businesses need is simple: know your clients, remember their preferences, track their history, and make it easy for them to come back. That's a CRM built around appointments — not around sales funnels.
SchedulingKit is purpose-built for this. Your CRM builds itself every time a client books. Notes, payment history, service preferences, and communication — all attached to the client profile automatically. No double-entry. No separate systems.
CRM Features Built for Service Businesses
Everything you need to manage client relationships — nothing you don't.
Automatic Client Profiles
Every booking creates or updates a client profile. No manual data entry — contact details, service history, and preferences build themselves over time.
Appointment Timeline
See every past and upcoming appointment per client in chronological order. Review context before each session so you never ask 'remind me what we covered last time.'
Payment & Invoice History
Track total spend, payment history, and outstanding balances per client. Collect deposits at booking and generate invoices — all linked to the client profile.
Notes & Custom Fields
Add session notes, preferences, health information, or any custom data to client profiles. Visible to your team before each appointment.
Automated Follow-ups
Send post-appointment thank-you messages, rebooking reminders, and re-engagement outreach automatically. Clients come back without you chasing them.
Client Analytics
Identify your most valuable clients, spot attendance drops before they churn, and track revenue per client over time. Data-driven client management.
Traditional CRM vs. Service Business CRM
Traditional CRM (Salesforce, HubSpot)
- —Built for sales pipelines and marketing funnels
- —Requires manual data entry for every interaction
- —Separate scheduling tool needed
- —$25–$150+/user/month
- —Weeks of setup and training
SchedulingKit CRM
- Built for appointments and recurring client relationships
- CRM builds itself automatically from bookings
- Scheduling, CRM, and payments unified
- Free plan available, paid from $12/month
- Set up in minutes, not weeks
How SchedulingKit CRM Works
Client Books
A client books through your page. SchedulingKit creates their profile automatically with contact info and service details.
History Builds
Every appointment, note, payment, and follow-up adds to the timeline. Your team sees the full picture before each session.
Clients Return
Automated reminders, rebooking prompts, and personalized service keep clients coming back — no manual follow-up needed.
More Than CRM — A Complete Platform
SchedulingKit combines CRM with everything service businesses need to operate.
CRM for Every Service Industry
Purpose-built client management for your specific business.
Hair Salons
CRM software built for hair salons. Track client history, appointment preferences, product purchases, and stylist assignments to deliver personalized service every visit.
Learn more💈Barbershops
CRM for barbershops that tracks client preferences, barber assignments, visit history, and rebooking patterns. Built into your scheduling software.
Learn more🧖Spas & Wellness Centers
Spa CRM software that tracks client treatment history, therapist preferences, product sensitivities, and membership details alongside your booking system.
Learn more🏋️Fitness Studios
Fitness studio CRM that manages member profiles, class attendance, package tracking, and trainer assignments. Built into your scheduling and booking system.
Learn more💪Personal Trainers
Personal trainer CRM that tracks client goals, session history, program notes, and payments. Built into your scheduling software — no separate tools needed.
Learn more📊Consultants
Consultant CRM that tracks prospects, engagements, meeting history, and invoicing. Built into your scheduling platform for a streamlined client workflow.
Learn more🎯Coaches
Coaching CRM that manages client progress, session notes, package tracking, and automated follow-ups. Built into your scheduling and payment platform.
Learn more🧠Therapists
Therapy practice CRM that tracks client intake, session history, and scheduling. Secure client management built into your booking software.
Learn more🙌Massage Therapists
Massage therapy CRM that tracks client health history, treatment preferences, session notes, and rebooking patterns. Built into your booking system.
Learn more🧹Cleaning Services
Cleaning service CRM that manages client properties, cleaning preferences, recurring schedules, and team assignments. Built into your booking and scheduling platform.
Learn more🦷Dental Practices
Dental CRM that tracks patient history, treatment plans, recall schedules, and family accounts. Built into your scheduling and booking platform.
Learn more📷Photographers
Photography CRM that tracks client sessions, project details, contracts, and payments. Built into your scheduling and booking system.
Learn more📚Tutors
Tutoring CRM that manages student profiles, parent contact info, session notes, and academic progress tracking. Built into your scheduling platform.
Learn more🔨Contractors
Contractor CRM that manages client jobs, property details, estimates, and scheduling. Built into your booking and appointment system.
Learn more🔧Auto Repair Shops
Auto repair CRM that manages customer vehicles, service history, maintenance schedules, and appointment booking. Built into your shop's scheduling system.
Learn more🐾Pet Groomers
Pet grooming CRM that manages pet profiles, owner contacts, grooming preferences, and booking history. Built into your scheduling software.
Learn more🧮Accountants
Accounting CRM that tracks client engagements, filing deadlines, meeting history, and document requests. Built into your scheduling platform.
Learn more⚖️Law Firms
Law firm CRM that tracks client intake, consultation history, case status, and scheduling. Built into your booking and appointment platform.
Learn more🏠Real Estate Agents
Real estate CRM that tracks buyer and seller leads, showing schedules, property preferences, and follow-up tasks. Built into your scheduling platform.
Learn more🌿Landscaping Companies
Landscaping CRM that manages client properties, seasonal service schedules, crew assignments, and estimates. Built into your scheduling system.
Learn more🔧Plumbers
Plumbing CRM that manages service call history, property plumbing details, and customer relationships. Built into your scheduling and dispatch system.
Learn more🦴Chiropractors
Chiropractic CRM that tracks patient treatment plans, adjustment history, recall schedules, and payment records. Built into your scheduling platform.
Learn more🏃Physical Therapists
Physical therapy CRM that tracks patient treatment progress, exercise prescriptions, session notes, and insurance authorizations. Built into your scheduling software.
Learn more🥗Nutritionists & Dietitians
Nutrition CRM that manages client dietary goals, meal plan history, progress tracking, and session notes. Built into your scheduling and booking platform.
Learn more🐕Veterinarians
Veterinary CRM that manages pet patient records, owner contact details, vaccination schedules, and appointment history. Built into your clinic's booking system.
Learn more💅Nail Salons
Nail salon CRM that manages client preferences, nail technician assignments, service history, and rebooking patterns. Built into your scheduling software.
Learn more✨Estheticians
Esthetician CRM that manages client skin profiles, treatment history, product recommendations, and follow-up protocols. Built into your booking system.
Learn more🎨Tattoo Studios
Tattoo studio CRM that manages client consultation records, design references, artist assignments, and deposit tracking. Built into your booking platform.
Learn more🏋️♂️Gyms
Gym CRM that tracks member profiles, membership tiers, attendance patterns, and engagement metrics. Built into your scheduling and booking platform.
Learn more🧘Yoga Studios
Yoga studio CRM that manages student profiles, class preferences, attendance history, and class pass tracking. Built into your scheduling system.
Learn more🤸Pilates Studios
Pilates studio CRM that manages client profiles, equipment preferences, session packages, and instructor assignments. Built into your booking platform.
Learn more💃Dance Studios
Dance studio CRM that manages student profiles, skill levels, class enrollments, recital planning, and family accounts. Built into your scheduling platform.
Learn more🥋Martial Arts Schools
Martial arts CRM that manages student belt progression, membership tiers, attendance tracking, and family accounts. Built into your scheduling system.
Learn more💰Financial Advisors
Financial advisor CRM that tracks client financial profiles, meeting history, review schedules, and compliance documentation. Built into your scheduling platform.
Learn more🛡️Insurance Agents
Insurance agent CRM that tracks client policies, renewal schedules, review meetings, and referral sources. Built into your scheduling platform.
Learn more🎵Music Teachers
Music teacher CRM that manages student profiles, lesson history, practice assignments, and recital participation. Built into your scheduling system.
Learn more🚗Driving Schools
Driving school CRM that manages student profiles, behind-the-wheel hours, skill assessments, and test preparation tracking. Built into your scheduling platform.
Learn more🌍Language Schools
Language school CRM that manages student profiles, proficiency levels, course enrollment, and progress tracking. Built into your scheduling platform.
Learn more⚡Electricians
Electrician CRM that manages customer profiles, property electrical details, service call history, and estimate tracking. Built into your scheduling system.
Learn more🎬Videographers
Videography CRM that tracks client projects, shoot schedules, editing timelines, and payment milestones. Built into your scheduling and booking platform.
Learn more💻Web Designers & Developers
Web design CRM that manages client projects, feedback rounds, hosting details, and retainer agreements. Built into your scheduling and booking platform.
Learn more📣Marketing Agencies
Marketing agency CRM that tracks client accounts, campaign meetings, retainer agreements, and project deliverables. Built into your scheduling platform.
Learn more💍Wedding Planners
Wedding planner CRM that tracks couple profiles, vendor contacts, event timelines, and payment schedules. Built into your scheduling and booking platform.
Learn more🎪Event Planners
Event planner CRM that tracks client events, vendor coordination, timelines, and budgets. Built into your scheduling and booking platform.
Learn more🎧DJs
DJ CRM that tracks client event details, music preferences, equipment needs, and booking contracts. Built into your scheduling platform.
Learn moreFrequently Asked Questions
What is a CRM for service businesses?
A CRM (Customer Relationship Management) for service businesses is software that tracks client contact details, appointment history, service preferences, payment records, and communication — all in one system. Unlike general-purpose CRMs like Salesforce or HubSpot, a service-business CRM is built around appointments and recurring client relationships rather than sales pipelines and marketing funnels.
How is SchedulingKit different from a traditional CRM?
Traditional CRMs (Salesforce, HubSpot, Zoho) are built for sales teams managing deals through pipeline stages. SchedulingKit is built for service businesses that manage client relationships through appointments. Every booking automatically creates or updates a client profile, so your CRM builds itself without manual data entry. You get scheduling, client management, payments, and reminders in one platform.
Is SchedulingKit's CRM really free?
Yes. The free plan includes core scheduling and client management features for 1 team member with up to 50 bookings per month. CRM features — client profiles, appointment history, and notes — are included on paid plans starting at $12/month. No credit card is required to start.
Can I switch from another CRM to SchedulingKit?
Yes. Most service businesses using a general CRM find that SchedulingKit replaces both their CRM and scheduling tool. You can import client contact data and start building appointment history immediately. For businesses switching from Calendly, Acuity, or Trafft, the transition is straightforward since SchedulingKit covers the same scheduling features plus CRM.
Does SchedulingKit replace tools like Salesforce or HubSpot?
For service businesses — yes, in most cases. If your business revolves around appointments (salons, fitness studios, consultants, therapists, contractors), you don't need a 50-stage sales pipeline. You need client profiles tied to your booking system. SchedulingKit gives you exactly that, plus scheduling, payments, and reminders — at a fraction of the cost.
What industries does SchedulingKit's CRM support?
SchedulingKit works for any appointment-based service business. Popular industries include hair salons, barbershops, spas, fitness studios, personal trainers, consultants, coaches, therapists, massage therapists, tutors, photographers, cleaning services, dentists, contractors, auto repair shops, pet groomers, landscapers, plumbers, accountants, and law firms.
Your CRM shouldn't be harder than your job
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