1
Client added
A client record starts the relationship and gives every next step a home.
CRM & Client History
Every client. Full history.
See every session, every payment, every contract in one timeline. Know your clients.
HeyPond
CRM & Client History
Today
Every client. Full history.
Contact profiles
Activity timeline
Notes
1Client added
2Activity logged automatically
3Notes and tags
How it works
2
Activity logged automatically
Bookings, payments, packages, and contracts stay connected to the record.
3
Notes and tags
Keep human context close to the operational history.
4
Full picture, always
Open the client and see what happened, what is active, and what comes next.
What you can do
Contact profiles
A home for every repeat client.
Activity timeline
Sessions, payments, and documents in sequence.
Notes
Keep prep context close to the work.
Tags
Organize clients by workflow, offer, or status.
Quick actions
Move from the record to booking, payment, or document work.
Search and filter
Find the right people quickly.
Questions? Answers.
Is this a sales CRM?
HeyPond CRM is built around repeat-client operations, not generic pipeline management.
What appears on the timeline?
Sessions, payments, packages, contracts, forms, and other client activity can stay attached to the record.
Can I add notes?
Yes. Notes and tags help keep the human context close to the operational record.
Can I search clients?
Yes. Search and filtering help you find the right records quickly.
Related features
Booking
Online booking software for coaches and repeat-client businesses, with availability, reminders, payments, forms, and client history connected.
Payments
Collect payments from bookings, invoices, packages, retainers, and payment plans in one client workflow.
Contracts
Send agreements, collect signatures, and keep contracts attached to the client relationship.
Ready to simplify crm?
Start free and connect this feature to the rest of your client workflow.
Start free