CRM & Booking Automation for Service Businesses
Most service businesses don't need Salesforce. They need visibility, automation and follow-ups. We build CRM and booking systems around how you work — as your own platform, like Bookd for salons, or inside Microsoft 365 if that is where your team already works.
See How CRM Automation Could Work for YouCRM and booking systems we've already built
You don't have to start from a blank page. These are live today, and each one can be tailored.
Bookd — salons and beauty
Online booking, client records, staff diaries, stock, vouchers and Google Calendar sync, with no commission on bookings.
Explore BookdField-service CRM
Clients and insurers, a sales pipeline, voice-to-text notes, follow-ups and appointments, built into a restoration company's job platform.
Read the case studyMicrosoft 365 CRM
Customer records, appointments and follow-ups built with Power Apps and Power Automate, for teams already on Microsoft 365.
Watch the demoThe Problem Most Service Businesses Face
Missed Follow-Ups
Clients fall through the cracks. You don't know who to contact or when.
Disconnected Data
Client info is scattered across email, spreadsheets, and your head.
Manual Admin
Booking confirmations, reminders, and invoices are sent manually.
Poor Customer Experience
Clients don't know their booking status or next steps.
What a "Right-Sized" CRM Looks Like
A right-sized CRM is simple, focused, and built for your business—not a bloated enterprise platform. It does three things well:
Tracks Clients
One place to see all client info, history, and next steps.
Automates Bookings
Clients book online. Confirmations and reminders happen automatically.
Drives Follow-Ups
Reminders and workflows ensure no client is forgotten.
Core Features
Automated Booking & Confirmations
Clients book online. Confirmations and reminders are sent automatically.
Client Tracking Without Manual Updates
All client interactions logged automatically. No data entry needed.
Follow-Ups, Reminders & Reporting
Automated reminders before appointments. Reports show who's active, who's at risk.
Works with the tools you already use
Outlook, Teams and SharePoint for Microsoft 365 builds; two-way Google Calendar sync in Bookd.
How This Integrates with Outlook, Teams & SharePoint
Your CRM doesn't live in isolation. It connects to the tools your team already uses every day.
Outlook Integration
Client emails automatically logged. Calendar syncs with bookings.
Teams Integration
Client info and reminders appear in Teams. Team collaboration stays in one place.
SharePoint Hub
Client documents, contracts, and project files stored securely and organized.
Ideal For
Professional Services
Consultants, accountants, and advisors who need to track clients and automate follow-ups.
Consultancies
Project-based work requires client tracking, proposal management, and milestone tracking.
Health & Beauty
Salons, clinics, and wellness businesses need appointment booking and client history.
Trades
Plumbers, electricians, and contractors need job scheduling and client communication.
Coaches & Trainers
Personal trainers, life coaches, and educators need client management and scheduling.
Service Businesses
Any business that sells services needs visibility into clients, bookings, and follow-ups.
A Real Example: How It Works
1. Client Books Online
A client visits your booking page and schedules an appointment.
2. Automatic Confirmation
They receive an instant confirmation email with details, location, and how to reschedule.
3. Client Added to CRM
Their info is automatically logged. Your team sees them in the CRM with full history.
4. Reminder Sent
24 hours before the appointment, they get a reminder. Your team gets a notification.
5. Appointment Happens
You meet with the client. Notes are logged automatically.
6. Follow-Up Triggered
After the appointment, an automated follow-up email is sent. Next steps are scheduled.
Frequently Asked Questions
Not exactly. HubSpot and Salesforce are built for large sales teams. We build a CRM around your own process — as a bespoke platform or inside Microsoft 365 — so a smaller service business gets what it needs without enterprise complexity.
Yes. Bookd syncs two-way with Google Calendar, and Microsoft 365 builds use Outlook calendars. When a client books, the appointment appears in the calendar your team already uses.
Absolutely. We build the CRM to match your business. Custom fields for your data, workflows for your processes, and automations for your rules.
Bookd can be set up for a salon quickly. A bespoke CRM starts with the core (clients, bookings, follow-ups) and grows in phases — we give you a timeline after a short discovery call.
It depends on the route. A Microsoft 365 build uses licences you already pay for, plus our implementation. A bespoke platform or Bookd is priced to your scope. Either way you get a clear quote up front.
Yes. We can import client data from your current system—spreadsheets, old CRM, or manual records. We'll clean and organize it so it's ready to use.
We support what we build. Changes are made in agreed releases, and for Microsoft 365 builds your team can make simple updates themselves.
Yes. We can build a client portal where they see their bookings, upcoming appointments, and can reschedule or cancel. Or we send automated updates via email or SMS.
See It in Action
CRM & Booking Automation Solution using Microsoft 365
Ready to Automate Your Client Management?
Let's explore how a lightweight CRM can transform how you manage clients and bookings.
See How CRM Automation Could Work for You