CRM: your customers

A CRM that knows every one of your customers

One page per customer, whether the customer booked in LINE, by email or called you. Bookings, classes, packages, coupons and notes sit in one timeline, with stamps and points on the same page; search, filter and tag, and your team knows what matters before the customer walks in.

What is a CRM?

CRM stands for customer relationship management: one place that holds who each customer is, how to reach the customer, when the last visit was and what the customer likes. For a service business, the best customer database is one that fills itself from every booking. In Tellfox, everyone who books is in your CRM at once.

The customer page

Everything about a customer on one page

LINE, email and phone together

LINE, email and phone in one profile, with the channel the customer prefers.

One timeline

Bookings, classes, packages, coupons and notes in order, with tabs; stamps and points on the same page.

A pinned note

An allergy or a preference, shown on every booking of that customer, in the calendar and the bookings list.

Tags

Regular, VIP, visitor, or your own.

"Usually books"

Worked out from past visits: the service the customer books most and who with.

The numbers at a glance

Visits, spend, last visit, next booking and no-shows.

The customer list

Search and filter your customer list

Search by name, phone, email or LINE name. Filter by tag, last visit, booking coming or birthday this month. The counts at the top are one-tap filters: new this month, or not seen for 60 days.

Notes by voice

Save a customer note by voice

Send the assistant in LINE a voice note: "Som likes firm pressure, allergic to lavender". It finds the customer, shows the note to check and saves it when you confirm. You can also type notes on the customer's page, and tie one to a booking.

Questions about your business?

Send us a message. We reply within 1 business day.

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Data and PDPA

Import, export and protect customer data

Import from CSV

Names, phones, emails, tags and notes, with Thai or English headers. See a preview first; existing customers are never doubled.

Export any time

A CSV that imports straight back. The data is always yours.

Consent per channel

Booking messages go as usual; offers go only on channels the customer agreed to, with who and when recorded.

One customer's data

A customer can ask for the data as a file, or to be erased: removed or anonymised, with the booking history kept.

Your team sees what it needs

Staff see only the customers served by that staff member. Exporting everyone is for the owner.

Send a service

"Send a service" on the customer's page sends a card with a Book button, by LINE or email, where the customer agreed to offers.

Compared with the old way

Tellfox compared with Excel, chats and a notebook

Excel, chats or a notebook
Tellfox CRM
A new customer
Typed in after the booking
Saved with every booking
Visit history
Scroll back through chats
One timeline on the customer's page
Preferences and allergies
Remembered, or in a notebook
A pinned note on every booking
Customers drifting away
Noticed when you happen to remember the customer
"Not seen for 60 days", one tap
Stamps and packages
Somewhere else from the list
On the same customer page

Questions about the CRM

How is the Tellfox CRM different from a customer list in Excel?

Tellfox fills itself from every booking, class, package and stamp, so nothing is typed twice and the whole team sees the same thing at the same time. A spreadsheet has to be kept up by hand and soon drifts from reality.

Can I bring in my existing customer list?

Yes. Import a CSV of up to 10,000 rows (name, phone, email, tags, notes). You see a preview first, and rows are matched to customers you already have by email or phone.

Can I save several ways to reach a customer?

Yes. A customer page holds LINE, email and phone (up to 3 emails and 3 numbers) and the channel the customer prefers, with the history from every channel in one timeline.

Do my staff see every customer?

No. Staff see only customers who booked with that staff member or are in a class that person teaches, and can read and add notes. Owners and managers see everyone.

How does Tellfox handle PDPA?

Consent to offers is kept per channel, with who and when. Customers can stop offers from a link in the message, and you can export one customer's data or erase it on request.

Read next

Your first booking is a few taps away

Say hello to your assistant in LINE, tell it your services, share your link and let customers book. Start free, no card needed.

Booked!