Optional add-on

CRM System for Small Business, With Booking, SMS & Payments

Every client and appointment in one place.

Our CRM brings your client records, online booking, calendar, text and email reminders, and payments together. We set it up around your services and staff, and link it to your website and Google profile.

Book a consultation See what’s included

Set up for youBooking, SMS and paymentsYour data stays yours

Illustrative example

Booked, reminded,
remembered.

A customer books online

The appointment lands in your calendar

A text reminder goes out

Their details are saved for next time

Illustrative workflow

The challenge

Bookings scattered across calls, texts and notes.

When appointments arrive by phone, message and social media, it is easy to double-book, forget a callback or lose a customer’s details. Missed appointments cost time you cannot get back.

How we help

Our CRM gives you one place for clients, bookings, reminders and payments. We set it up around how your business works and train your team, so you are not left to configure software alone.

What is included

One CRM for clients, bookings and payments.

Built for local service businesses, so the features match how you book and serve customers.

Features, staff accounts and any data moved from an old system are confirmed in your proposal.

What is included

Client records with contact details, history and notes

Online booking from your website, Google profile and social pages

A shared calendar with your services, staff and opening hours

Automatic SMS and email appointment reminders

Two-way text messages with clients

Deposits, payments and invoices

Moving your existing client list across, as agreed

Setup, training and ongoing support from our team

How it works

From a booking request to a returning client.

Customers book online

They pick a service and a free time from your site or profile, day or night.

Your calendar updates

The appointment appears in your calendar, so double-booking stops.

Reminders go out

Automatic SMS and email reminders help cut no-shows.

Clients are remembered

History, notes and payments make the next visit easier.

Already have a CRM?

Use our CRM, or connect the one you have.

You do not have to switch systems to work with us.

Our CRM (this add-on)

For businesses starting fresh.

Clients, booking, reminders and payments

Set up around your services, staff and hours

Linked to your website and profiles

CRM integrations

For businesses on HubSpot, Salesforce or Zoho.

Custom integration through their APIs

Leads and bookings flow into your CRM

Scoped with you, on demand

Clear responsibilities

Who does what.

You provide

Your services, prices, staff and opening hours

Booking rules, such as deposits and cancellation policy

Your existing client list, if you want it moved

We handle

Setup, configuration and testing

Linking booking to your site and profiles

Training, support and agreed changes

Not included

Answering customer calls, which is a separate add-on

Promises about fewer no-shows or more bookings

Integrations with other CRMs, scoped separately

How we start

A simple way forward.

Three steps, agreed in writing before any work begins.

Map how you book today

We look at your services, staff, hours and the clients you already have.

Set up and test

We set up booking, reminders and payments in our CRM, then test them with you.

Go live and support

Booking goes live on your site and profiles, and we help as you settle in.

Who it is for

Where a CRM with online booking helps most.

Industry

Salons

Clients book a stylist and service in a few taps, and reminders keep chairs full.

See salon support

Industry

HVAC

Service calls, maintenance plans and reminders in one place.

See HVAC support

Industry

Dentists

Online booking and appointment reminders for busy practices.

See dental support

Questions and answers

Questions about our CRM.

Straight answers about how working with GrowBizNest goes.

Still have a question?

Ask it in a short consultation and we will answer with your business in mind.

Book a consultation

Is this your own CRM?

Yes. GrowBizNest provides its own CRM for local service businesses, with client records, online booking, scheduling, reminders and payments. We set it up and support it for you.

I already use HubSpot, Salesforce or Zoho. Do I have to switch?

No. We can connect your existing CRM instead, as custom work through its API. See CRM integrations.

Can customers book from my website and Google profile?

Yes. Online booking can sit on your website and link from your Google Business Profile and social pages, so customers book wherever they find you.

Can the CRM send text reminders?

Yes. Automatic SMS and email reminders go out at times you choose, and you can text clients directly. Reminders help, but we do not promise a set drop in no-shows.

Can I take deposits or payments when people book?

Yes. Booking can take a deposit or full payment, and the CRM can send invoices. We agree the rules, such as cancellation terms, with you first.

Who owns the client data?

You do. Your client records belong to your business, and we explain how to export them if you ever move on.

Ready when you are

Let’s bring your bookings together.

Tell us how customers book with you today. We will show you how our CRM would fit your business.

Book a consultation See how it works

Scope agreed in writingYou stay in controlUS and Canada