CRM & People
Every person, every interaction, one timeline.
Leads, prospects, members and ex-members in one searchable database — with the full history on every record.
People Directory
Your single source of truth.
Every lead, member and ex-member in one place. Search, filter and segment by anything.
- Smart filters & saved views
- Inline editing
- Bulk actions
Lead Pipeline
Kanban for your sales process.
Drag leads through stages, see deal value, and never lose track of a hot prospect.
- Customisable stages
- Deal value & forecast
- Stage automations
Smart Segments
Slice your audience any way you want.
Dynamic segments by behaviour, membership, spend or tag. Used by automations and campaigns.
- Live segments
- Use in campaigns
- Export on demand
Households
Link family members together.
Group partners, kids and dependants under one household for billing and communication.
- Shared payment methods
- Family discounts
- One conversation per household
Member Notes
Private staff notes.
Internal notes on every member with timestamps and author, separate from PT coaching notes.
- Private to staff
- Searchable
- Pinned notes
Activity Timeline
See everything that's happened.
Every email, payment, booking, note and automation in one chronological feed per person.
- Auto-logged activity
- Filter by type
- Per-person & global views
Tasks
Nothing falls through the cracks.
Assign tasks to staff, link them to people, and get reminded before they're due.
- Per-person tasks
- Daily digest
- Recurring tasks