Clientra CRM

Cortex LLC

About this app

Clientra CRM is the mobile app for your Clientra workspace – built for beauty salons, clinics, practices and service businesses that want their clients and appointments always at hand.

CLIENTS
• Complete client profiles: contact details, appointment history, notes and activity
• Fast search and status filters
• Call, message or WhatsApp with one tap

CALENDAR & APPOINTMENTS
• Day and week views per staff member
• Book, reschedule or cancel in seconds
• Notifications for new online bookings
• Google Calendar sync

TASKS & SALES PIPELINE
• Tasks with due dates and priorities
• Pipeline with sales stages and deal values

INVOICES & REPORTS
• Create and review invoices
• Reports on revenue, clients and performance

LOYALTY & ONLINE BOOKING
• Loyalty program with tiers and points
• Online booking links and working hours

TEAM
• Team members with roles and permissions
• Everyone sees only what they are allowed to

The app is for existing Clientra users. Sign in with email and password, Google or Apple.