Follow-up & Revenue Radar
Automatically detect stalled proposals, overdue invoices, unresolved no-shows, and uncontacted inbound leads with 1-click follow-up actions.
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Free CRM, no credit card required
A free CRM built around your customer schedule
Scheduling Studio gives small businesses one place to manage client profiles, meeting history, private notes, follow-ups, pipeline stages, and customer communication. The CRM is free and works alongside your booking calendar.
Included free
The client details you need, connected to the work you do
Start with useful customer management instead of configuring a complicated sales system.
Complete client profiles
Store contact details, company, timezone, tags, lifecycle stage, private summary, and email-consent status.
Customer history
See appointments, calls, messages, emails, notes, tasks, automation activity, and invoices in one chronological timeline.
Notes and follow-ups
Add private notes, assign follow-up tasks, set due dates and reminders, and review overdue, today, and upcoming work.
Quote-to-Invoice Pipeline
Track pipeline stages from lead to won. Generate pre-filled contracts in 1 click, auto-advance deals on e-signature, and automatically draft deposit invoices.
Safer customer records
Archive old records, merge duplicates, record consent, honor unsubscribes, and confirm an existing business relationship before sending CRM email.
Scheduling plus relationships
Every booking can become useful customer context
A client record should not be a disconnected address-book entry. Scheduling Studio brings meeting activity and CRM work together, so the next conversation starts with context.
- 1
Clients are organized in one workspace
Search by name, email, company, or tag and filter active, inactive, lead, archived, and favorite records.
- 2
History updates around customer activity
Review scheduling and communication events without assembling the story across several tools.
- 3
Follow-ups keep the relationship moving
Create the next task while the conversation is fresh, then work from one upcoming-actions view.
Optional invoicing
Try invoicing when you are ready to get paid
The CRM stays free. Eligible free accounts can start a 30-day invoicing trial with up to 5 invoices and online payment collection. No card is required to begin. Standard payment-processing fees apply. Continued invoicing after the trial requires an eligible paid plan.
Trial includes
- check30 days of access
- checkUp to 5 invoices
- checkOnline payment links
- checkExisting history remains visible after trial
Clear answers
Free CRM questions
Is the Scheduling Studio CRM really free?expand_more
Yes. Core client management, history, notes, follow-ups, pipeline tracking, CSV tools, archive and merge, and consent controls are included in the Free plan. Invoicing is separate.
Does it work for businesses that already have customers?expand_more
Yes. Download the CRM CSV template, keep its header row, add your customer information, and import the file into Scheduling Studio.
How does the Follow-up & Revenue Radar work?expand_more
The Radar continuously analyzes your bookings, signed agreements, phone leads, and invoices. It automatically highlights stalled proposals, uncontacted callers, and no-shows with pre-drafted 1-click messages so opportunities never slip through the cracks.
Can I generate agreements and invoices directly from a CRM deal?expand_more
Yes. When viewing any CRM client or deal, you can click Prepare Agreement to pre-populate custom templates (like Service Agreements, Proposals, or Estimates) with the deal value and client details. When the client signs, the CRM deal automatically advances to Won and creates the initial deposit invoice.
What happens if I stop the invoicing trial?expand_more
The free CRM remains available. Existing invoices and payment history remain visible, but creating or sending new invoices requires an eligible paid plan after the trial ends.
Know your customers without adding another expensive tool
Create your free account, connect your schedule, and start building useful customer history.