Contacts & CRM

Solutions  /  Contacts & CRM
Capability · CRM

Know every customer, manage every deal.

A CRM built for conversations. One rich profile per customer, a visual pipeline for your deals, and automated journeys that move people from first message to loyal regular.

Pipeline
NEW
Aisha T.
Ben O.
BOOKED
Maria G.
WON
James D.
Lina M.
What you can do

Your customers, organised.

Rich profiles

Contact details, tags, notes, order and booking history — everything about a customer in one view.

Visual pipelines

Drag deals through stages you define, so you always know who to follow up with next.

Customer journeys

Trigger automated follow-ups as customers move stages — welcome, nurture, win-back and more.

Segments & tags

Message the right people, not everyone.

Group contacts by spend, last visit, service, tag or any field, then send a targeted broadcast or drop them into a journey. Relevance is what makes automation feel personal.

Dynamic segments that update themselves
Import contacts from a spreadsheet in minutes
Consent and opt-out status tracked per contact
Segment · VIP regulars
Spend > $500Visited < 60dTag: loyal
Matching contacts1,204
8,247
Contacts in one place
+28%
Repeat purchase rate
1 view
Per customer
One platform

A CRM every part of DMly writes to.

Your contact records fill themselves from the inbox, automations, bookings and reviews — so the whole platform stays in sync.

Unified team inbox

Reply with the whole history in view.

Open any chat and the member’s profile is right there — plan, visits and notes — so every reply feels personal, whoever sends it.

Member profile beside the thread
Shared notes & tags
Same view on every channel
Peak Form · inbox
Dana R.
Pass expires Friday
VIP
Tom W.
Class times?
Lead
Multi-channel automation

Let a segment trigger the right message.

Build a segment once — lapsed members, expiring passes — and automations reach exactly those people at exactly the right moment.

Dynamic, self-updating segments
Triggered win-back flows
No spreadsheets to babysit
1Segment · pass expiring
2Wait until 3 days left
3Send renewal offer
Bookings, sales & finance

See every class and booking on the timeline.

Each booking writes straight to the member’s record, so you can spot your regulars and follow up the moment attendance slips.

Bookings attached to the contact
Attendance history at a glance
One-tap rebook from the chat
Can I get into Saturday HIIT?
Sat 8:00Sat 9:30
Booked Sat 9:30 — that’s your 12th class 💪
ADDED TO PROFILE
Reputation

Know exactly who left five stars.

Reviews link back to the member who wrote them, so you can thank advocates by name and catch a frustrated regular before they lapse.

Reviews tied to real contacts
Thank advocates automatically
Spot unhappy members early
Google
Peak Form Gym
GOOGLE · REVIEWS
4.9
D
★★★★★
“Coaches know me by name and the class reminders are spot on.”
LINKED TO DANA R.
How it works

From messy to managed.

01

Import or capture

Bring contacts in, or let every new chat create one automatically.

02

Build your pipeline

Define stages that match how your business actually works.

03

Automate journeys

Trigger the right message as customers move between stages.

Questions

CRM, answered

Can I import my existing contacts?

Yes — upload a spreadsheet and map your columns. New contacts are also created automatically from chats.

Are pipelines customisable?

Fully. Name your stages, add as many as you need, and run separate pipelines for different services.

Does chat history attach to a contact?

Yes — every conversation across every channel is linked to the customer’s single profile.

Can journeys start automatically?

They can. Moving a deal to a stage, adding a tag or a booking can all trigger an automated journey.

Put every customer in one place.

Start free — import your contacts and build your first pipeline today.

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