Less busywork.
More forward.
Your people, conversations and next steps.
Together in one workspace that keeps business moving.
A clear path from hello to yes.
Know your people.
One customer record, with all the context.
Keep the connection.
Conversations and follow-ups in one place.
Make the next move.
Turn opportunities into relationships.
Your best process.
On repeat.
Build the path once. Let your workflows handle the handoffs, follow-ups and next steps, while your team focuses on the people behind them.
- The right action, at the right time.Conditions and wait steps keep every journey relevant.
- Connect the tools you already use.Email, SMS, webhooks and configurable AI steps.
- Test first. See every step.Simulate a run and review its execution log.
Live actions depend on your connected providers and delivery settings.
- TRIGGERAn opportunity entersTrigger · New lead in your pipeline
- WAITGive it a little timeWait · 1 day before the next step
- CHECKCheck the right conditionsCondition · SMS consent is granted
- ACTIONMake the next connectionAction · Send an SMS follow-up
- UPDATEKeep the pipeline movingAction · Move to In conversation
A clearer picture.
A better next step.
Less digging through tools.
More of the context your team needs.
People, with the full picture.
Contacts, companies, notes and activity. A shared memory for every customer relationship.
See what moves you forward.
Follow your pipeline, activity and won opportunity value. Make decisions with your CRM data in view.
Your progress, made visible.
Keep the conversation connected.
Bring SMS replies and delivery updates into a shared inbox. Assign a teammate, keep the context, follow through.
A great first impression.
Build a form, share its public link and turn submissions into contact records. Every new relationship starts somewhere.
One agency.
Room for every client.
Bring your team together without mixing your clients’ worlds. Separate workspaces, clear permissions, one place to manage it all.
Glow Studio
Different business. Same clear view.
Feels like Booksi.
Because it is.
Bookings on Booksi. Messages through Booksi SMS.
Customer relationships at the center of it all.
Booksi CRMBefore you
jump in.
Is Booksi CRM for agencies or individual businesses?
Both. Agencies can manage multiple client sub-accounts and assign a team to each one. Businesses get their own workspace for contacts, opportunities, forms and conversations.
How does it work with Booksi and Booksi SMS?
The CRM has signed integration endpoints for Booksi contact and booking events, plus SMS messages and delivery updates. Configure the connections for each workspace. Appointment scheduling continues to live on booksi.si.
Can workflows send real messages?
Workflow steps support email, SMS and webhooks, along with waits, conditions and pipeline updates. Live delivery needs the relevant provider connection and server settings enabled. Test runs simulate actions so you can review the steps first.
Can I use it now?
You can create an agency account and explore the working CRM modules. Booksi CRM is still in active development: features and screens are evolving, and some integrations require additional setup. The examples on this page are illustrative.
Good relationships.
Great possibilities.
Your next opportunity deserves a clear way forward.
Create your workspaceBooksi CRM is in active development.