Is Altegio a sales CRM with deals and funnels?
No, and the difference is worth stating plainly. Altegio is the back office of a business that sells booked time: clients, visits, history, money, team – service CRM software, not a sales pipeline. There are no deal stages and no long B2B pipelines here. If you run those, connect your sales CRM through our REST API and webhooks
How is a CRM for service businesses different from a regular one?
A regular CRM walks one deal through stages until somebody signs. Client management software for a service business works differently – the relationship is a series of visits: the appointment calendar creates the record, the client card collects the history, and the result you measure is not a closed deal but the next visit they book
Which businesses is Altegio CRM for?
By size: from a solo master to a salon, a clinic, a franchise or a chain of dozens of locations on one base. By trade: anyone who sells booked time – beauty and barbering, spa and wellness, medical and dental, aesthetic medicine, auto service, tutoring, sports, pet care, private practice
How does managing client relationships actually work?
Three things running quietly inside one CRM. The client card keeps preferences, notes and the whole visit history. Notifications confirm the booking, remind before the visit and ask for a review after it. Loyalty – discounts, cashback, memberships, gift cards – gives a reason to come back to you
How is the client base protected under local law?
Customer data sits in your own account on EU servers. Access is granular by role and location, consent is collected in the booking form, any client can be excluded from promotions, and records can be exported or deleted on request. National rules on messaging differ, so keep your lawyer in the loop
Can I connect AI tools to Altegio CRM?
Yes. Ready-made AI receptionists from independent vendors sit in Integrations: they answer clients in messengers around the clock and create, move or cancel appointments straight in your calendar, on the vendor’s own subscription. For anything you build yourself, the REST API and webhooks are open