ONESTUDIO OS
English

CLIENTS AND CRM

Your website and CRM share the same client record

Keep the context around a customer close to the work. OneStudio joins contact details, bookings, notes and payment history so the team can continue a relationship without copying it between tools.

ONE CUSTOMER VIEW

A client record that keeps its context

The CRM is built around a canonical client card. Contact details, language, tags and notes give the team a useful record before and after an appointment.

  • Contact details and preferred language
  • Tags and internal notes
  • Canonical client records
  • Protected duplicate review and merge flows

CONTINUITY

Bookings become history, not isolated rows

When a website booking or a team-created reservation is linked to a client, the business can see the relationship between the person, their bookings and the schedule.

  • Booking history linked to the client
  • Reservations and schedule context
  • Manual booking creation
  • Operational analytics from clients and bookings

DAILY OPERATIONS

Move from today’s visit to the next useful action

Payment records and status are connected where configured. That gives the team a clearer operational handoff while keeping the public website and the client workspace in one system.

  • Payment and refund history where enabled
  • Booking status and client context
  • Email notifications and reminders where configured
  • A website on a custom domain

KEEP EXPLORING

A connected system for the way service businesses work

QUESTIONS

What does the CRM connect to?

Client records can connect to reservations, booking history, notes, tags and payment records where enabled.

Is this a sales pipeline CRM?

No. OneStudio focuses on service-business client continuity and operations rather than lead scoring or outbound campaigns.

Build the public experience and the operational flow together.

See pricing ↗