CRM for appointment-based businesses
Appointments, customers, messaging, payments and invoicing on one screen. Let your team focus on the calendar; WiseCRM handles reminders, payments and reports.
Your whole operation in one place.
One platform instead of separate programs, spreadsheets and apps. Every module shares the same customer record.
Featured modules
From the front desk to sales, from payments to AI — the modules your team uses every day.
Appointments & Rooms
Every room is a column and appointments line up by time. The system shows free time and double bookings between appointments on its own, with room occupancy at the top of each column.
One customer card
Appointments, services and packages, instalments, payments, notes, calls and files on one card. Everything that happened sits in a day-by-day history, with who did it and when.
Deals & Sales pipeline
Every deal is a card you drag between stages. Drop it on Won and a sale is created; drop it on Lost and you're asked for the reason.
Shared WhatsApp inbox
All your WhatsApp numbers on one screen. New customers are distributed to agents in turn; the agent who takes a chat locks it, so no one messages the same customer twice.
Wise PBX
Your cloud phone system inside the CRM. Watch live calls as they happen; every call is matched to a customer or lead, and recordings play with one click.
Automation
Attach rules to appointment, activity and sales events. When a booking is created, postponed or coming up, a WhatsApp or SMS that greets the customer by name goes out on its own.
Payments & e-Invoicing
Send a payment link over WhatsApp; the customer pays by card, in instalments if they like. When the payment lands, the balance and instalments update on their own, and an e-Archive invoice is one click away.
Tablet & e-signature
Build your contracts and consent forms once as templates. When you make a sale, the document fills in with customer and sale details and goes to the tablet in one tap; the customer reads it and signs with a finger.
Wise AI assistant
Wise AI reads your WhatsApp conversations and CRM data. Ask in plain language; it lists who's waiting for a reply, summarises chats and drafts a message in the customer's own language.
Ready for your industry.
Service lists, appointment durations and customer card fields come preset for your industry.
Health TourismInternational leads, quotes and sales
ClinicPatients, appointments & billing
Dental ClinicHistory, quotes & instalments
Beauty CenterSessions, packages & campaigns
SpaRoom calendar & retail
DietitianMeasurements & follow-up packages
PhysiotherapyTreatment packages & sessions
PsychologySession packages & client records
Hair SalonBookings, retail & client history
Pilates & YogaClass packages & credits
Tattoo & PiercingAppointments & consent forms
Foot HealthTreatment & patient trackingDon't see your industry?Let's set it up togetherContact us →Integrations
The tools you already use connect to WiseCRM; messages, payments and invoices meet in one record.
Why WiseCRM?
Everything an appointment-based business needs, in one subscription, on local infrastructure and ready for your industry.
Your business in your pocket.
Appointments, contacts, deals, WhatsApp chats and calls on your phone. Work doesn't stop when you leave the desk; the team works from the same records on the go.
1,200+ system users work with WiseCRM every day.
Bring your business onto one screen today.
Try it free for 14 days; no credit card or setup needed.