{"id":39436,"date":"2026-08-21T14:26:57","date_gmt":"2026-08-21T14:26:57","guid":{"rendered":"https:\/\/alteg.io\/?page_id=39436"},"modified":"2026-10-19T09:44:30","modified_gmt":"2026-10-19T09:44:30","slug":"crm-service-business","status":"publish","type":"page","link":"https:\/\/alteg.io\/en\/crm-service-business\/","title":{"rendered":"CRM for Service Businesses"},"content":{"rendered":"
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\n \t\t\t\\<\/span>\n\t\t\t\t\tClient relationship management<\/span>\n\t\t\n<\/div>\n\t\t\t

CRM for service businesses that run on appointments<\/h1>\n\t\t\t\t\t

Stop renting your audience from marketplaces. Build a brand that clients come back to \u2013 with a complete client database, full visit history, and loyalty tools that turn one-time visitors into regulars<\/p>\n\t\t

\n \t\t\tClient card<\/span>\n\t\t\t\t\tVisit history<\/span>\n\t\t\t\t\tWho didn’t come back<\/span>\n\t\t\t\t\tReminders<\/span>\n\t\t\t\t\tPrepayment<\/span>\n\t\t\t\t\tLoyalty<\/span>\n\t\t\n<\/div>\n\t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t

Free migration with an expert. No credit card needed<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\"Desktop\t\t\n<\/div>\n
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14,000+<\/p>\n\t\t\t\t\t

businesses in 90+ countries<\/p>\n\t\t\n<\/div>\n

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5.5 million<\/p>\n\t\t\t\t\t

appointments a month<\/p>\n\t\t\n<\/div>\n

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4.8<\/p>\n\t\t\t\t\t

App Store rating<\/p>\n\t\t\n<\/div>\n

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under 3 min<\/p>\n\t\t\t\t\t

support reply<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tcustomer review<\/span>\n\t\t
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We came from a service aggregator, where paid promotion takes 50% of the first appointment and the Facebook Pixel and analytics are switched off, so your marketing goes blind. In our first month on Altegio online bookings went up by 20%, and I could finally see which ads work.<\/p>\n\t\t

\n \t\t\t\"Maciej\t\t
\n \t\t\tMaciej Czasnowski<\/span>\n\t\t\t\t\tWFM \/ Vitrosani, Wroc\u0142aw (Poland)<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tthe problem<\/span>\n\t\t
\n \n<\/div>\n\t\t\t01 \/ 07<\/span>\n\t\t\n<\/div>\n
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A good platform grows your business. A bad one grows on it<\/h2>\n\t\t\t\t\t

Service marketplaces take up to -50% of every first visit, which Altegio never does. The real question is where your marketing budget goes: into a marketplace storefront, where the clients you paid to attract get lost among your competitors\u2019 offers, or into a client base of your own in the Altegio CRM<\/p>\n\t\t\n<\/div>\n

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Do you face these issues too?<\/h3>\n\t\t
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Appointments pile up cancelled, rebooked and moved, with no way to track them by hand<\/p>\n\t\t\t\t\t

You can\u2019t tell which ads bring clients and pay off, and which just burn money<\/p>\n\t\t\t\t\t

Your client base lives in a notebook, a spreadsheet or a phone, not one system<\/p>\n\t\t\t\t\t

You don\u2019t own your client base: the contacts and the visit history aren\u2019t yours<\/p>\n\t\t\t\t\t

No per-client history builds up: when they came, what they bought, what they like, when to follow up<\/p>\n\t\t\t\t\t

Lapsed clients vanish, and nothing gathers the ones gone a month or two to win them back<\/p>\n\t\t\n<\/div>\n\t\t\t

What if one tool helped you manage the clients, all the appointments and the loyalty program, run the payroll, and see which marketing actually pays off?<\/h3>\n\t\t
\n \t\t\t\n\tStart the trial today\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
\n \t\t\t\"A\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tclient card<\/span>\n\t\t
\n \n<\/div>\n\t\t\t02 \/ 07<\/span>\n\t\t\n<\/div>\n
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You see who you are giving the slot to<\/h2>\n\t\t\t\t\t

Open the card \u2013 the whole relationship is on one screen, straight from the client database: every visit, every payment, every note your team left. And whether this one has cancelled an hour before<\/p>\n\t\t\n<\/div>\n

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Visits, purchases, balances.<\/b> Total spend, average bill, last visit, what is owed or prepaid \u2013 enough to decide on the spot whether to confirm the slot or ask for a prepayment first<\/p>\n\t\t\t\t\t

No-shows stay on the record.<\/b> A visit closed as a no-show stays in the history. Before you hand over Friday evening, you can see the pattern \u2013 and ask for a prepayment<\/p>\n\t\t\t\t\t

The record itself lives in the client base.<\/b> Fields, files, categories, segments and export are on the Client base page \u2013 here you read what they add up to: who to expect, who to bring back, and who to ask for a prepayment<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t\"Smartphone\t\t\n<\/div>\n\n<\/div>\n
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Every message in one timeline.<\/b> SMS, email, push, WhatsApp and calls, each with channel, status and time. Nobody has to guess what the client was already told<\/p>\n\t\t\t\t\t

WhatsApp in one click.<\/b> The green button opens the chat with that client. Your own number keeps working through the WhatsApp Coexistence integration<\/p>\n\t\t\n<\/div>\n\t\t\t

Do you want to know more about client base management?<\/p>\n\t\t\t\t\t\n\tSee the client base page\n<\/a>\n\t\t\n<\/div>\n

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\n \t\t\t\"Dashboard\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tbringing clients back<\/span>\n\t\t
\n \n<\/div>\n\t\t\t03 \/ 07<\/span>\n\t\t\n<\/div>\n
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Which new clients never came back?<\/h2>\n\t\t\t\t\t

A third of the businesses that start with Altegio come for exactly this: getting clients to come back. Retention starts with knowing who did not return: the base sorts itself into new, returning and lost, and the invitations go out without anyone remembering to send them<\/p>\n\t\t\n<\/div>\n

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\n \t\t\t01<\/span>\n\t\t\t\t\t

The Lost tab answers the question<\/h3>\n\t\t\t\t\t

Ready-made tabs sort the base on their own: new, returning, lost, and clients whose membership is running out. You set how long a gap makes a client lost, so the list of new clients who never came back is always one click away<\/p>\n\t\t\n<\/article>\n\n<\/div>\n

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\n \t\t\t02<\/span>\n\t\t\t\t\t

Win-back nobody has to remember<\/h3>\n\t\t\t\t\t

When a client has not booked within the period you set and has nothing upcoming, Altegio invites them back on its own. The same engine warns clients before a membership or a discount expires, so they use what they already paid for<\/p>\n\t\t\n<\/article>\n\n<\/div>\n

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\n \t\t\t03<\/span>\n\t\t\t\t\t

Birthdays and reviews after the visit<\/h3>\n\t\t\t\t\t

A birthday greeting goes out a week ahead with an optional discount or bonus, and a review request follows the visit by itself. Those reviews then show up in Online Booking while a new client is choosing which team member to book<\/p>\n\t\t\n<\/article>\n\n<\/div>\n\n<\/div>\n\t\t\t

swipe through the cycle \u2192<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\treminders and notifications<\/span>\n\t\t
\n \n<\/div>\n\t\t\t04 \/ 07<\/span>\n\t\t\n<\/div>\n
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Every message goes out on its own, in your name<\/h2>\n\t\t\t\t\t

Confirmations, reminders, review requests and birthday greetings go out by themselves, in your name and through the channels your clients already use. What each message says, when it leaves and what it costs is set up once, on the Notifications page<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tSee how notifications work\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n
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\n \t\t\t\"Messages\t\t\t\t\t

Your Brand Name<\/p>\n\t\t\n<\/div>\n

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Hey Mary! Don\u2019t forget about your appointment on the 14th March<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"Messages\t\t\t\t\t

Your Brand Name<\/p>\n\t\t\n<\/div>\n

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Hi Mary! Your appointment on the 14th March at 11:00 is confirmed.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"Messages\t\t\t\t\t

Your Brand Name<\/p>\n\t\t\n<\/div>\n

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Hi Mary! How was your visit? Leave a review \u2013 it takes a minute.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \t\t\t\"Messages\t\t\t\t\t

Your Brand Name<\/p>\n\t\t\n<\/div>\n

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Happy birthday, Mary! A gift is waiting at your next visit.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tvisit discipline<\/span>\n\t\t
\n \n<\/div>\n\t\t\t05 \/ 07<\/span>\n\t\t\n<\/div>\n
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Cancelled an hour before? Next time, prepayment first<\/h2>\n\t\t\t\t\t

The history in the client card is what makes the rule fair: you can see who keeps dropping out at the last minute, and only they get asked to pay in advance. New clients, everyone, or just the ones with an outstanding balance \u2013 you decide. And for the one client you no longer want to see, a checkbox in the card blocks online booking altogether<\/p>\n\t\t\n<\/div>\n

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\n \t\t\t01<\/span>\n\t\t\t\t\t

Prepayment before the slot is confirmed<\/h3>\n\t\t\t\t\t

Ask for part of the price or the whole amount on the bookings it hurts to lose. The slot is confirmed only once the payment goes through, so peak hours, premium team members and your most expensive services stop being free to hold<\/p>\n\t\t\n<\/article>\n

\n \t\t\t02<\/span>\n\t\t\t\t\t

A cancellation window that holds<\/h3>\n\t\t\t\t\t

Decide how late a client may move or cancel their own visit \u2013 twelve hours, twenty-four, whatever your calendar can absorb. After that the change goes through your reception, not through the booking widget, and the slot is not lost silently<\/p>\n\t\t\n<\/article>\n

\n \t\t\t03<\/span>\n\t\t\t\t\t

A late-cancellation fee that charges itself<\/h3>\n\t\t\t\t\t

When someone cancels too close to the visit, the fee is taken from the deposit or the saved card \u2013 no awkward conversation at the desk. Choose who the rule covers: everyone, new clients only, existing clients only, or the ones with an outstanding balance<\/p>\n\t\t\n<\/article>\n\n<\/div>\n

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t

Onboarding with an expert included. No credit card needed<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tloyalty<\/span>\n\t\t
\n \n<\/div>\n\t\t\t06 \/ 07<\/span>\n\t\t\n<\/div>\n
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Loyalty ties the client to your brand, not to one team member or the platform<\/h2>\n\t\t\t\t\t

Discounts, cashback, memberships, gift cards and a referral programme run on the same base and carry your name. In a chain they can work across every location, so a card earned downtown is spent uptown \u2013 and when a favourite team member moves on, the reason to come back stays with you<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tSee how the Loyalty Program works\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/section>\n
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Make every client loyal<\/h2>\n\t\t\t\t\t

Start Altegio CRM on your own base: free migration with an expert, seven days of everything, no credit card. And if it does not fit, you export your clients and walk away with them<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t\n\tSee pricing\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tfaq<\/span>\n\t\t
\n \n<\/div>\n\t\t\t07 \/ 07<\/span>\n\t\t\n<\/div>\n
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CRM questions service businesses ask us<\/h2>\n\t\t\t\t\t

The questions that come up in chat long before anyone asks about the price<\/p>\n\t\t\n<\/div>\n

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Is Altegio a sales CRM with deals and funnels?<\/h3>\n\t\t\t\t\t

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 \u2013 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<\/p>\n\t\t\n<\/article>\n

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How is a CRM for service businesses different from a regular one?<\/h3>\n\t\t\t\t\t

A regular CRM walks one deal through stages until somebody signs. Client management software for a service business works differently \u2013 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<\/p>\n\t\t\n<\/article>\n

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Which businesses is Altegio CRM for?<\/h3>\n\t\t\t\t\t

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 \u2013 beauty and barbering, spa and wellness, medical and dental, aesthetic medicine, auto service, tutoring, sports, pet care, private practice<\/p>\n\t\t\n<\/article>\n

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How does managing client relationships actually work?<\/h3>\n\t\t\t\t\t

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 \u2013 discounts, cashback, memberships, gift cards \u2013 gives a reason to come back to you<\/p>\n\t\t\n<\/article>\n

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How is the client base protected under local law?<\/h3>\n\t\t\t\t\t

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<\/p>\n\t\t\n<\/article>\n

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Can I connect AI tools to Altegio CRM?<\/h3>\n\t\t\t\t\t

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<\/p>\n\t\t\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Client relationship management CRM for service businesses that run on appointments Stop renting your audience from marketplaces. Build a brand that clients come back to \u2013 with a complete client database, full visit history, and loyalty tools that turn one-time visitors into regulars Client card Visit history Who didn’t come back Reminders Prepayment Loyalty Try 7 days for […]<\/p>\n","protected":false},"author":28,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-39436","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t