Every customer, every visit, in one connected record
Everwood builds a profile for each customer automatically as they book, so their history, notes, and preferences live in one place your whole team can see.
CRMis in Beta: we're actively building and testing it, and it isn't generally released yet. Signing up for Everwood does not turn it on. Registering interest helps us decide which Beta product we release first. Everwood businesses vote from their dashboard.
The problem
What CRM is for
Customer details shouldn’t live in three apps and one person’s memory.
- Notes and appointment history get scattered across tools
- Repeat-customer context is hard to find when it matters
- Follow-up work is easy to forget
Beta direction
What's being built
- A booking creates or updates the customer’s record
- Staff see appointment history, notes, and preferences
- Follow-ups stay connected to the customer
- Other products build on the same record
Planned capabilities
What CRM is being built to do
These capabilities describe what this Beta product is intended to become. They are not generally available yet.
Profiles built automatically
Every booking creates or updates a customer record, with no manual data entry.
Full visit history
See every past and upcoming appointment for a customer at a glance.
Shared notes & preferences
Notes your whole team can see, so anyone can pick up where the last visit left off.
Follow-up reminders
Flag customers who need a follow-up so nobody slips through the cracks.
Search your whole base
Find any customer and their history in seconds.
CRM is in Beta. These capabilities are what we're building toward, not a generally available product.
Connected platform
Works with the rest of Everwood
CRM shares one dashboard and one customer record with these products.
Help prioritize Everwood CRM.
Your interest helps us prioritize which Beta products we release first.