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Product tour · Demand

Customers

Know every customer. Notice who's drifting.

Which relationships need attention, and what to do next. One record for every person: what they booked, bought and paid, their family and their notes. Simma watches it all and spots who's going quiet before they're gone.

SJ
Sarah JohnsonCustomer since 2024 · Mum to Ellie and Jack
Visits34
Spent£1,840
Pack left4 classes
Going quiet. Booked every 3 weeks for 11 months. Nothing since 12 June.
  • 12 JunReformer, all levelsStudio 1 · attendedpaid
  • 28 MayKids' ballet term, EllieRenewed · family bundlepaid
One record for every person

Everything about a customer, on one page.

Every booking, order, payment, message and note arrives on the same record, from every part of the business. Nobody has to copy anything over.

The whole history

Bookings, orders, invoices, messages and tickets, in the order they happened.

BookingsOrdersMessages

Families & households

A parent and their children on one account, with one login, one bill and a family bundle.

ParentsChildrenShared billing

Packs & memberships

What's been bought, what's left and when it expires, from Money and Services.

Class packsMembershipsCredit

Progress & notes

Milestones, grades and notes from each session, so every instructor knows where someone is.

MilestonesSession notesHandovers

Care & safety

Emergency contacts, allergies and medical notes, seen only by the people who need them.

Emergency contactsAllergiesRole-gated

Consent & preferences

What they've agreed to hear about, and whether AI can help with their account, recorded and respected.

Marketing consentAI consentData requests
The customer portal

The business's own app for its customers.

Every business gets a portal in its own brand, on its own address. Customers book, pay and manage everything themselves, and never see anyone else's name on it. See the customer portal →

BOOK

Book, move, cancel

Classes and appointments, with their pack balance and the waitlist in view.

PAY

Pay and download

Invoices, orders, memberships and receipts, all paid through Simma Pay.

ASK

Ask and get an answer

Simmi, who knows their bookings, and a person when they need one.

Ask an agent

Ask a question about your customers. Get people back.

The owner asks in plain words. The agent finds the people, explains why each is on the list, and suggests what to do. Anything that reaches a customer waits for the owner's approval.

The owner says"Who were regulars before the summer and haven't come back?"
Simma doesFinds 23 people whose usual pattern stopped, saves them as a segment, and notices 9 still have credit left. It drafts a personal note for each, mentioning the classes they used to come to.
Lapsed regulars · 23 people
Came 2+ times a monthNothing since July9 with credit
  • Sarah JohnsonEvery 3 weeks for 11 months · 4 classes leftReformer
  • Tom ReidTuesdays for a year · 4 sessions expire in 3 weeksMat
  • Priya ShahMonthly private sessions · last one in JunePrivate
Review 23 notesSave segment
Built into every record

From the first booking to a customer for life.

Find

Look anyone up in a second

  • Search from anywhereFrom the keyboard, mid-conversation, and forgiving of spelling.
  • At the desk tooScan a phone at Simma Station and the record opens.
  • The same record everywhereAt the desk, on the phone and in the portal.
Segments

Groups built from behaviour

  • Saved segmentsLapsed regulars, first-timers, big spenders, families.
  • Used everywhereIn Marketing, in offers and in reports.
  • An engagement scoreWho's warming up and who's cooling off.
Bring them in

Import and portal access

  • Import from anywhereA spreadsheet or an old system, with duplicates found and merged.
  • Portal invitationsInvite customers, reset logins, see who's active.
  • Business accountsCompanies with several contacts, one bill and their own terms.
Trust

Private by design

  • Sensitive details, role-gatedCare and medical notes only for those who need them.
  • Consent recordedFor marketing, and for AI help with their account.
  • Data requests handledWhat's held about someone, exported or erased on request.
What Simma notices

It spots who's drifting before they're gone.

Bookings, purchases, payments and messages share one record. So Simma can see a habit break the week it breaks. A contact list only knows names and numbers.

A regular gone quiet"Sarah booked every 3 weeks for 11 months. Nothing since 12 June."
Credit about to be wasted"Tom has 4 unused sessions expiring in 3 weeks."
First visit, no return"6 of 14 first-timers last month haven't rebooked."
Nobody has answered"Three enquiries have gone 48 hours without an answer."
Cooling off"Engagement has fallen for 5 customers this month."
A reason to get in touch"Ellie moves up a grade next week. Tell Sarah?"
The agent that helps

Charlie looks after every relationship. The owner makes the call.

Charlie, the customer agent, watches for broken habits, unused credit and first-timers who don't return, and drafts the personal note that brings them back. The owner approves every one. Meet the agents →

C
Charlie · CustomersMon 09:30 · for approval

"Tom has 4 sessions left that expire in 3 weeks, and he hasn't booked since August. I've drafted a note with his usual Tuesday class and a spare place."

Send to TomEdit
C
Charlie · CustomersFri 12:00 · for approval

"6 first-timers from last month haven't come back. I've drafted a friendly check-in for each, with a second class at the intro price."

Send 6 notesEdit

What it replaces

A customer spreadsheetA separate CRMA client-portal appPaper registration formsA contacts app on the owner's phoneMemory

Connected to the rest of the OS

A customer arrives from Sales, books in Services, buys in Products, pays through Money, hears from Marketing and gets help from Support. All of it lands on one record.