WiseCRM
Features · 16 modules

CRM features: every module an appointment business needs.

From booking to payment, from WhatsApp to the phone system, every module works on the same customer record. Below is what each module does in the product today.

Start freeShared foundation ↓
AppointmentsActivitiesCustomersLeadsServices & roomsDealsSales & paymentsProducts & stockFinance & e-InvoiceMessagingPhone systemAutomationWise AIReportsDashboardsTablets & e-signatureShared foundationMultiple branches · Roles & permissions · Record visibility · Custom fields →

Operations

Calendar, follow-ups and customer records
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Appointments

The whole day on one board, in room columns. Who has arrived, who is in treatment and where the gaps are, at a glance.

Daily board per room with an occupancy ringBoard, list and calendar viewsGap and overlap warningsStatuses: Waiting, Arrived, In progress, DonePackage sessions on the booking: "Session 3"Waiting list and SMS / WhatsApp reminders
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Activities

Calls, meetings and tasks linked to a customer, lead or deal. Overdue items come first, so no follow-up is forgotten.

Call, meeting, message and task typesOverdue, today, tomorrow, this week groupsWeekly calendar; drag to set time and durationAssign to staff, "Only me" filterPriority and outcome: Reached, Booked…SMS / WhatsApp reminders to the customer
03 / 16

Customers

Every customer's bookings, packages, payments, files and conversations on one card.

Filter by balance, bookings, label and servicePackages and sessions, open balance, instalmentsHistory: payments, notes, transfers, call recordingsMedical tab: examination and anamnesisFiles in your own Google Drive or DropboxColour labels, custom fields, Excel export
04 / 16

Leads

Every enquiry from WhatsApp, phone or a campaign is listed with its owner, and becomes a customer in one click once they buy.

Channel, inbox, campaign and segmentAssign owners one by one or in bulk; followersCreate deals and activities from a leadThe WhatsApp chat inside the lead cardOne-click conversion to customerLabels and archive; WhatsApp distribution rules
Works with
05 / 16

Services & rooms

Service groups, services and packages in one catalogue; rooms know which services they offer and their daily capacity.

Service groups, services and packagesDuration, session price, genderSingle or session-based servicesPackages: session count and service limitTreatment rooms: services offered and daily limitActive / inactive; ready for your industry

Sales & finance

From deal to invoice
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Deals

Each deal moves through its own pipeline stage by stage, so you see how much revenue sits at each stage.

Multiple pipelines, stage probabilitiesDrag and drop on the board; Won / LostTotal and weighted value, won this monthRotting alert for deals that stop movingNext step, optionally requiredTRY, EUR, USD, GBP; saved filters, CSV
07 / 16

Sales & payments

Sell packages, services and products in one cart; split the payment between cash, card, instalments and a payment link.

Packages, services, products; session counts and limitsSplit payments in a single saleEqual or custom-dated instalment plansiyzico, PayTR, Stripe payment links; send via WhatsAppSales contract: print, sign on a tablet or onlineDiscounted close, finish, swap a service
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Products & stock

The products you sell with brand and category, and each branch's stock. Stock goes down automatically on sale.

Products, brands and categoriesStock count per branchBulk stock upload from ExcelSales capped at available stockPurchased products on the customer cardExcel export
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Finance & e-Invoice

Today's income, expenses and net; an e-Invoice or e-Archive from a payment in one click.

Income, expense, net; cash, card, transfer and VATOverheads, salary, advance and bonus expensese-Invoice / e-Archive from a payment: Nilvera, ParaşütPending payment links in one panelCustomer account statement and Excel exportPermissions for who sees salaries and advances

Communication

WhatsApp, phone and automatic messages
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Messaging

All of the business's WhatsApp numbers in one inbox, with the customer's card open next to the chat.

Multiple WhatsApp numbers on one screenOfficial WhatsApp Business API connectionTie inboxes to teams and peopleDistribution rules: pool and data teamWhatsApp templatesCustomer and lead card beside the chat
11 / 16

Phone system

Who is talking, who is ringing, which calls were missed; recordings live in the customer's history.

Live monitoring: talking, ringing, channel useCall history: incoming, answered, missedPlay recordings; calls match the customerClick-to-call from customers, leads and activitiesExtension managementLive monitoring and calling permissions
Works with
12 / 16

Automation

Customers automatically get an SMS or WhatsApp message on booking, activity and sale events.

Reminder and campaign typesWhen a booking is created, postponed, coming up…Activity and "When a sale is made" triggersSMS (NetGSM, Mobildev) or WhatsAppTemplates with variables: name, date, timeRuns log: a record of every send

Intelligence

Ask questions, get reports
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Wise AI

An assistant that reads your WhatsApp conversations and CRM data. Ask in plain language; get a table, a summary or a ready-to-send draft.

Plain-language questions; tables and summariesDrafts in the customer's language: send or scheduleTasks on a schedule or when a message arrivesFinds pending replies and summarises chatsIn the mobile app tooAccess controlled by role permission
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Reports

Build your own report by adding conditions, save it and pin it to a dashboard.

Bookings, finance, customers, leads, products, services soldConditions: equals, between, contains…Ready reports: today's income, no-shows…Save and add to a dashboardColumn filter, Excel, print, full screenThis branch or all branches
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Dashboards

Arrange saved reports on dashboards; today's income, no-shows and unconfirmed bookings are in front of you when you log in.

Multiple dashboardsAdd saved reports to a dashboardReady-made: OverviewShare with a public linkRevoke the link at any timeEveryone sees what their role allows

Platform

In the clinic and on the go
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Tablets & e-signature

Contracts and consent forms are signed on a tablet; on the room tablet staff start and finish the treatment.

Signature tablet: pending documents, sign on screenDocument templates under Settings › DocumentsRoom tablet: start, complete, add notesSmart device control in the room (Sonoff)Tablets tied to a branch, with their own sign-in
Works with
Under every module

You stay in control as the business grows.

This is not a separate module; it comes with every screen above.

Multiple branchesSwitch branches in one click. Each branch's data is its own; customers move between branches with their history.
Roles & permissionsSeparate permissions per module: changing prices, cancelling payments, medical data, deleting files and more. Teams.
Record visibilityWho sees deals, leads and activities: only the owner, their team or everyone. Team leads see their team.
Custom fieldsAdd your own fields to customers, leads, products and activities; 14 field types, required or optional.
Ready for your industryService groups, services and packages come ready for 11 industries; try it with demo data if you like.
Mobile appBookings, contacts, deals, finance, reports, WhatsApp and Wise AI in your pocket. Sign in with the QR code in the CRM.
Nightly backupsThe database is backed up and encrypted every night; the last 10 days are kept.
Active devicesSee which devices are signed in to your account and end any session.

Frequently asked questions

How does setup work?

You pick your industry when you sign up; service groups, services and packages come ready for it. Add your rooms and staff and you are ready. You can try it with demo data first.

I have several branches. How does that work?

Each branch has its own bookings, sales, services and rooms, and you switch between them in one click. Reports can also cover all branches together.

What can my staff see?

You grant permissions per module for every role: changing prices, cancelling payments, seeing medical data and so on. With visibility on, people only see their own or their team's deals, leads and activities.

Can I connect my WhatsApp number?

Yes. You connect your numbers through the official WhatsApp Business API, and several numbers share one inbox. Instagram is coming soon.

Which payment and e-invoice providers are supported?

iyzico, PayTR and Stripe for payment links; Nilvera and Paraşüt for e-Invoice and e-Archive. Invoices are issued from a payment in one click.

Is my data safe?

Each business's data is kept separate and branches cannot see each other's data. The database is backed up and encrypted every night. You can see the devices signed in to your account and end sessions.

Is there a mobile app?

Yes. Bookings, contacts, deals, finance, reports, WhatsApp chats and Wise AI are in the mobile app. You sign in by scanning the QR code shown in the CRM.

Bring your business onto one screen today.

Try it free for 14 days; no credit card or setup needed.

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