CRM para empresas
El CRM que se construye solo a partir de tus reservas. Gestiona clientes, citas, pagos y horarios de equipo — todo en una plataforma diseñada para negocios basados en citas.
Deja de pagar por funciones de Salesforce que nunca usarás. SchedulingKit te ofrece la gestión de clientes que realmente necesitas — vinculada directamente al flujo de trabajo de citas.
SchedulingKit es un software gratuito de CRM y agenda para empresas que registra automáticamente perfiles de clientes, historial de citas, pagos y preferencias — sin entrada manual de datos. Cada reserva crea un registro de cliente. Cada visita lo enriquece. Utilizado por más de 5.000 individuos, equipos y empresas en salones, fitness, consultoría, salud y más de 50 sectores de servicios.
Por qué las empresas necesitan un CRM diferente
Los CRM tradicionales fueron creados para equipos de ventas que cierran negocios a través de pipelines con múltiples etapas. Los negocios de servicios no funcionan así. Un salón de belleza no necesita puntuación de leads. Un entrenador personal no necesita etapas de negociación. Una empresa de limpieza no necesita automatización de marketing con campañas de email con pruebas A/B.
Lo que los negocios de servicios necesitan es simple: conocer a sus clientes, recordar sus preferencias, seguir su historial y facilitarles la vuelta. Eso es un CRM construido alrededor de las citas — no de los embudos de ventas.
SchedulingKit está diseñado específicamente para esto. Tu CRM se construye solo cada vez que un cliente reserva. Notas, historial de pagos, preferencias de servicio y comunicaciones — todo vinculado automáticamente al perfil del cliente. Sin doble entrada. Sin sistemas separados.
Funcionalidades CRM diseñadas para empresas
Todo lo que necesitas para gestionar las relaciones con tus clientes — nada que no necesites.
Perfiles de cliente automáticos
Cada reserva crea o actualiza un perfil de cliente. Sin entrada manual de datos — los datos de contacto, historial de servicios y preferencias se construyen solos con el tiempo.
Línea temporal de citas
Visualiza todas las citas pasadas y futuras de cada cliente en orden cronológico. Revisa el contexto antes de cada sesión para nunca preguntar 'recuérdame qué vimos la última vez'.
Historial de pagos y facturas
Controla el gasto total, historial de pagos y saldos pendientes por cliente. Cobra depósitos al reservar y genera facturas — todo vinculado al perfil del cliente.
Notas y campos personalizados
Añade notas de sesión, preferencias, información de salud o cualquier dato personalizado a los perfiles de clientes. Visible para tu equipo antes de cada cita.
Seguimientos automatizados
Envía mensajes de agradecimiento post-cita, recordatorios de re-reserva y contactos de reactivación automáticamente. Los clientes vuelven sin que tengas que perseguirlos.
Analítica de clientes
Identifica a tus clientes más valiosos, detecta caídas de asistencia antes de que se vayan y rastrea los ingresos por cliente a lo largo del tiempo. Gestión de clientes basada en datos.
CRM tradicional vs. CRM para empresas
CRM tradicional (Salesforce, HubSpot)
- —Diseñado para pipelines de ventas y embudos de marketing
- —Requiere entrada manual de datos para cada interacción
- —Herramienta de agenda separada necesaria
- —$25–$150+/usuario/mes
- —Semanas de configuración y formación
SchedulingKit CRM
- Diseñado para citas y relaciones recurrentes con clientes
- El CRM se construye automáticamente desde las reservas
- Agenda, CRM y pagos unificados
- Plan gratuito disponible, desde $12/puesto/mes
- Configuración en minutos, no semanas
Cómo funciona el CRM de SchedulingKit
El cliente reserva
Un cliente reserva a través de tu página. SchedulingKit crea su perfil automáticamente con datos de contacto y detalles del servicio.
El historial crece
Cada cita, nota, pago y seguimiento se añade a la línea temporal. Tu equipo ve el panorama completo antes de cada sesión.
Los clientes vuelven
Recordatorios automáticos, sugerencias de re-reserva y servicio personalizado mantienen a los clientes volviendo — sin seguimiento manual.
Más que CRM — Una plataforma completa
SchedulingKit combina CRM con todo lo que necesitas para operar.
CRM para cada sector de servicios
Gestión de clientes diseñada específicamente para tu negocio.
Hair Salons
Every client who sits in your chair has a color formula, a preferred stylist, and a visit cadence worth remembering. Keep all of it in one place so your team delivers consistent service without relying on sticky notes or memory.
Saber másBarbershops
Your regulars expect their barber to remember the guard number, the lineup style, and the standing Thursday appointment. A digital client book that builds itself from every booking makes sure that knowledge stays with the shop.
Saber másSpas & Wellness Centers
Guests who feel remembered become guests who return. Store allergy flags, pressure preferences, and membership balances where every therapist can see them -- so personalized service scales beyond what any one person can hold in their head.
Saber másFitness Studios
Spot members drifting away before they cancel. Attendance trends, package balances, and engagement scores give you an early warning system for churn -- so your team can reach out while there is still a relationship to save.
Saber másPersonal Trainers
Pull up any client's goals, injury history, and last workout before they walk in. Session notes and package balances live alongside your calendar so you spend time training, not searching through spreadsheets.
Saber másConsultants
See every meeting, proposal, and payment with a client on one timeline. Stop losing warm prospects to missed follow-ups and start every strategy session with full context on what was discussed last.
Saber másCoaches
Coaching relationships span months of breakthroughs, setbacks, and homework. A session-by-session record of each client's journey means you never start a call wondering where you left off.
Saber másTherapists
Maintain continuity of care across a growing caseload. Intake information, session cadence, and attendance patterns stay organized and secure so you can focus on clinical work instead of administrative overhead.
Saber másMassage Therapists
Every body is different -- pressure preferences, problem areas, contraindications, and product sensitivities define the quality of each session. Keep those details attached to the client, not floating in your memory.
Saber másCleaning Services
Send any crew to any property with full context on access codes, product preferences, and room-by-room instructions. Consistency across cleaners is what keeps recurring contracts in place.
Saber másDental Practices
Six-month recall drives the financial backbone of every dental practice. Automate those reminders, link family members under one account, and give hygienists a clear view of each patient's treatment history before they sit down.
Saber másPhotographers
From inquiry to final gallery delivery, photography projects involve dozens of touchpoints. Keep shoot details, contracts, payment milestones, and client preferences organized so nothing slips between sessions.
Saber másTutors
Track what each student is working on, where they are struggling, and what parents need to hear. Session notes carry forward so every lesson picks up where the last one ended, even if you are juggling 30 students.
Saber másContractors
Jobs span multiple site visits, change orders, and follow-up inspections. Tie every estimate, note, and photo to the property so your crew has full context when they show up and you have clear records when questions arise.
Saber másAuto Repair Shops
Auto repair CRM that manages customer vehicles, service history, maintenance schedules, and appointment booking. Built into your shop's scheduling system.
Saber másPet Groomers
Pet grooming CRM that manages pet profiles, owner contacts, grooming preferences, and booking history. Built into your scheduling software.
Saber másAccountants
Accounting CRM that tracks client engagements, filing deadlines, meeting history, and document requests. Built into your scheduling platform.
Saber másLaw Firms
Law firm CRM that tracks client intake, consultation history, case status, and scheduling. Built into your booking and appointment platform.
Saber másReal Estate Agents
Real estate CRM that tracks buyer and seller leads, showing schedules, property preferences, and follow-up tasks. Built into your scheduling platform.
Saber másLandscaping Companies
Landscaping CRM that manages client properties, seasonal service schedules, crew assignments, and estimates. Built into your scheduling system.
Saber másPlumbers
Plumbing CRM that manages service call history, property plumbing details, and customer relationships. Built into your scheduling and dispatch system.
Saber másChiropractors
Chiropractic CRM that tracks patient treatment plans, adjustment history, recall schedules, and payment records. Built into your scheduling platform.
Saber másPhysical Therapists
Physical therapy CRM that tracks patient treatment progress, exercise prescriptions, session notes, and insurance authorizations. Built into your scheduling software.
Saber másNutritionists & Dietitians
Nutrition CRM that manages client dietary goals, meal plan history, progress tracking, and session notes. Built into your scheduling and booking platform.
Saber másVeterinarians
Veterinary CRM that manages pet patient records, owner contact details, vaccination schedules, and appointment history. Built into your clinic's booking system.
Saber másNail Salons
Nail salon CRM that manages client preferences, nail technician assignments, service history, and rebooking patterns. Built into your scheduling software.
Saber másEstheticians
Esthetician CRM that manages client skin profiles, treatment history, product recommendations, and follow-up protocols. Built into your booking system.
Saber másTattoo Studios
Tattoo studio CRM that manages client consultation records, design references, artist assignments, and deposit tracking. Built into your booking platform.
Saber másGyms
Gym CRM that tracks member profiles, membership tiers, attendance patterns, and engagement metrics. Built into your scheduling and booking platform.
Saber másYoga Studios
Yoga studio CRM that manages student profiles, class preferences, attendance history, and class pass tracking. Built into your scheduling system.
Saber másPilates Studios
Pilates studio CRM that manages client profiles, equipment preferences, session packages, and instructor assignments. Built into your booking platform.
Saber másDance Studios
Dance studio CRM that manages student profiles, skill levels, class enrollments, recital planning, and family accounts. Built into your scheduling platform.
Saber másMartial Arts Schools
Martial arts CRM that manages student belt progression, membership tiers, attendance tracking, and family accounts. Built into your scheduling system.
Saber másFinancial Advisors
Financial advisor CRM that tracks client financial profiles, meeting history, review schedules, and compliance documentation. Built into your scheduling platform.
Saber másInsurance Agents
Insurance agent CRM that tracks client policies, renewal schedules, review meetings, and referral sources. Built into your scheduling platform.
Saber másMusic Teachers
Music teacher CRM that manages student profiles, lesson history, practice assignments, and recital participation. Built into your scheduling system.
Saber másDriving Schools
Driving school CRM that manages student profiles, behind-the-wheel hours, skill assessments, and test preparation tracking. Built into your scheduling platform.
Saber másLanguage Schools
Language school CRM that manages student profiles, proficiency levels, course enrollment, and progress tracking. Built into your scheduling platform.
Saber másElectricians
Electrician CRM that manages customer profiles, property electrical details, service call history, and estimate tracking. Built into your scheduling system.
Saber másVideographers
Videography CRM that tracks client projects, shoot schedules, editing timelines, and payment milestones. Built into your scheduling and booking platform.
Saber másWeb Designers & Developers
Web design CRM that manages client projects, feedback rounds, hosting details, and retainer agreements. Built into your scheduling and booking platform.
Saber másMarketing Agencies
Marketing agency CRM that tracks client accounts, campaign meetings, retainer agreements, and project deliverables. Built into your scheduling platform.
Saber másWedding Planners
Wedding planner CRM that tracks couple profiles, vendor contacts, event timelines, and payment schedules. Built into your scheduling and booking platform.
Saber másEvent Planners
Event planner CRM that tracks client events, vendor coordination, timelines, and budgets. Built into your scheduling and booking platform.
Saber másDJs
DJ CRM that tracks client event details, music preferences, equipment needs, and booking contracts. Built into your scheduling platform.
Saber másMed Spas
CRM for med spas that tracks client treatment history, medical screening data, product preferences, and aesthetic goals. Built into your scheduling and payment platform.
Saber másDoctors
CRM for medical practices that tracks patient contact details, appointment history, referral sources, and follow-up schedules. Built into your scheduling platform.
Saber másOptometrists
CRM for optometrists that tracks patient prescription history, exam schedules, frame preferences, and insurance details. Built into your scheduling software.
Saber másMental Health Professionals
CRM for therapists, counselors, and psychologists that tracks client session history, scheduling patterns, and follow-up reminders. Built into your secure scheduling platform.
Saber másAcupuncturists
CRM for acupuncturists that tracks patient treatment history, health conditions, session notes, and recurring treatment schedules. Built into your scheduling platform.
Saber másHVAC Companies
CRM for HVAC companies that tracks customer equipment details, service history, maintenance contracts, and seasonal scheduling. Built into your scheduling platform.
Saber másDog Trainers
CRM for dog trainers that tracks dog behavior profiles, training plans, session progress, and owner communication. Built into your scheduling platform.
Saber más🐛Pest Control
CRM for pest control companies that tracks property treatment histories, pest identification records, chemical application logs, and recurring service contracts. Built into your scheduling platform.
Saber másRoofing Companies
CRM for roofing companies that tracks estimates, job progress, material orders, warranty records, and insurance claim details. Built into your scheduling platform.
Saber másMoving Companies
CRM for moving companies that tracks move estimates, inventory lists, crew assignments, truck scheduling, and post-move follow-up. Built into your scheduling platform.
Saber más🏊Pool Cleaning
CRM for pool cleaning services that tracks chemical readings, equipment conditions, recurring service schedules, and seasonal opening and closing details. Built into your scheduling platform.
Saber másCarpet Cleaning
CRM for carpet cleaning companies that tracks property layouts, carpet types, stain treatment records, and recurring cleaning schedules. Built into your scheduling platform.
Saber más💦Pressure Washing
CRM for pressure washing companies that tracks property surface types, cleaning histories, seasonal schedules, and before/after documentation. Built into your scheduling platform.
Saber másHandyman Services
CRM for handyman services that tracks property maintenance histories, job details, material costs, and recurring maintenance schedules. Built into your scheduling platform.
Saber másTree Services
CRM for tree service companies that tracks property tree inventories, trimming histories, removal records, and seasonal maintenance plans. Built into your scheduling platform.
Saber más☀️Tanning Salons
CRM for tanning salons that tracks client skin types, UV exposure histories, session preferences, and membership or package balances. Built into your scheduling platform.
Saber más👁️Lash Studios
CRM for lash studios that tracks client lash styles, curl preferences, allergy records, adhesive sensitivities, and fill appointment cadences. Built into your scheduling platform.
Saber másSenior Care
CRM for senior care providers that tracks client care plans, health conditions, caregiver assignments, visit logs, and family communication records. Built into your scheduling platform.
Saber másDermatologists
CRM for dermatology practices that tracks patient skin conditions, treatment histories, product recommendations, and follow-up schedules. Built into your scheduling platform.
Saber más🦶Podiatrists
CRM for podiatry practices that tracks patient foot conditions, gait assessments, orthotics prescriptions, and recurring treatment schedules. Built into your scheduling platform.
Saber más🤲Occupational Therapists
CRM for occupational therapists that tracks patient functional assessments, therapy goals, session progress, and insurance authorization details. Built into your scheduling platform.
Saber más👨🍳Cooking Classes
CRM for cooking class businesses that tracks student dietary restrictions, skill levels, class enrollment history, and event bookings. Built into your scheduling platform.
Saber más🏊♂️Swim Schools
CRM for swim schools that tracks student swim abilities, level assessments, class placements, and certification progress. Built into your scheduling platform.
Saber más🔑Escape Rooms
CRM for escape room businesses that tracks guest visit histories, room completions, group booking details, and corporate event management. Built into your scheduling platform.
Saber más🗺️Tour Operators
CRM for tour operators that tracks guest booking histories, tour preferences, group sizes, seasonal schedules, and guide assignments. Built into your scheduling platform.
Saber másCatering Companies
CRM for catering companies that tracks event details, menu selections, guest counts, dietary requirements, and client event histories. Built into your scheduling platform.
Saber másCar Detailing
CRM for car detailing businesses that tracks vehicle details, paint conditions, service histories, product preferences, and recurring maintenance packages. Built into your scheduling platform.
Saber más🔐Locksmiths
CRM for locksmith businesses that tracks property key systems, lock types, service histories, and emergency call records. Built into your scheduling platform.
Saber más🧗Climbing Gyms
CRM for climbing gyms that tracks member skill levels, belay certifications, class enrollments, and membership packages. Built into your scheduling platform.
Saber másCoworking Spaces
CRM for coworking spaces that tracks member profiles, meeting room bookings, desk reservations, membership types, and community engagement. Built into your scheduling platform.
Saber más🧑🍳Personal Chefs
CRM for personal chefs that tracks client dietary profiles, meal preferences, household sizes, allergy records, and meal prep schedules. Built into your scheduling platform.
Saber más🚚Food Trucks
CRM for food truck businesses that tracks event bookings, regular location schedules, catering client details, and menu performance data. Built into your scheduling platform.
Saber másPreguntas frecuentes
¿Qué es un CRM para empresas?
Un CRM (Gestión de Relaciones con Clientes) para negocios de servicios es un software que registra datos de contacto de clientes, historial de citas, preferencias de servicio, registros de pago y comunicación — todo en un solo sistema. A diferencia de los CRM de propósito general como Salesforce o HubSpot, un CRM para negocios de servicios está construido alrededor de citas y relaciones recurrentes con clientes, no de pipelines de ventas y embudos de marketing.
¿En qué se diferencia SchedulingKit de un CRM tradicional?
Los CRM tradicionales (Salesforce, HubSpot, Zoho) están diseñados para equipos de ventas que gestionan negocios a través de etapas de pipeline. SchedulingKit está diseñado para negocios de servicios que gestionan relaciones con clientes a través de citas. Cada reserva crea o actualiza automáticamente un perfil de cliente, por lo que tu CRM se construye solo sin entrada manual de datos. Obtienes agenda, gestión de clientes, pagos y recordatorios en una sola plataforma.
¿El CRM de SchedulingKit es realmente gratuito?
Sí. El plan gratuito incluye funcionalidades básicas de agenda y gestión de clientes para 2 miembros del equipo con hasta 100 reservas al mes. Las funcionalidades CRM — perfiles de clientes, historial de citas y notas — están incluidas en los planes de pago desde $12/puesto/mes. No se requiere tarjeta de crédito para empezar.
¿Puedo cambiar de otro CRM a SchedulingKit?
Sí. La mayoría de los negocios de servicios que usan un CRM general descubren que SchedulingKit reemplaza tanto su CRM como su herramienta de agenda. Puedes importar datos de contacto de clientes y empezar a construir el historial de citas inmediatamente. Para negocios que cambian desde Calendly, Acuity o Trafft, la transición es sencilla ya que SchedulingKit cubre las mismas funcionalidades de agenda más CRM.
¿SchedulingKit reemplaza herramientas como Salesforce o HubSpot?
Para negocios de servicios — sí, en la mayoría de los casos. Si tu negocio gira en torno a las citas (salones, estudios de fitness, consultores, terapeutas, contratistas), no necesitas un pipeline de ventas de 50 etapas. Necesitas perfiles de clientes vinculados a tu sistema de reservas. SchedulingKit te ofrece exactamente eso, más agenda, pagos y recordatorios — a una fracción del coste.
¿Qué sectores soporta el CRM de SchedulingKit?
SchedulingKit funciona para cualquier negocio de servicios basado en citas. Los sectores populares incluyen salones de peluquería, barberías, spas, estudios de fitness, entrenadores personales, consultores, coaches, terapeutas, masajistas, tutores, fotógrafos, servicios de limpieza, dentistas, contratistas, talleres de automóviles, peluqueros de mascotas, paisajistas, fontaneros, contadores y bufetes de abogados.
Tu CRM no debería ser más difícil que tu trabajo
Empieza a gestionar clientes, citas e ingresos en minutos — no en semanas.
Plan gratuito para siempre disponible • Sin tarjeta de crédito