Client CRM
Client management: history, notes and communication
Ranovu shows each client's earlier bookings, your notes and their form answers together on the appointment detail. Contact details are stored encrypted, and your emails go out without revealing your personal address.
Key features
Client history
Open an appointment and see the earlier bookings made with the same phone or email: date, status and the note you wrote on each.
Encrypted contact details
A client's phone and email are encrypted with a key unique to your account (AWS KMS) and decrypted only when you open them in your panel.
Email that hides your address
Emails you write from the panel never show your personal address; the client's reply lands in your panel inbox.
Revenue analytics
On Elite and above, paid revenue by period and by service on the analytics screen.
Client tracking built around appointments
In Ranovu a client record is created with the booking, so there is no separate card to fill in. Open an appointment and the earlier bookings made with the same phone or email are listed right below it.
"When did this client last come in, and what did I note?" is answered on one screen.
How is client data stored?
Contact details are encrypted at booking time with a key unique to your account and decrypted only for the signed-in account owner.
If you like, you can mask client names in lists from your appointment settings, so names stay hidden while your screen is open in front of others.
Channels
Confirmation and reminder messages go out automatically on WhatsApp. You can email a client from the panel; your personal address stays hidden and replies collect in your panel.
Messages from your site's contact form wait in a separate inbox.
Notes and custom fields
Add notes to any appointment that only you can see; earlier notes also show in the client history. With the form builder you add questions specific to your business, and the answers are kept on the appointment detail.
On Premium and above you can download an appointment's details as a PDF.
Satisfaction and revenue
On Premium and above, a satisfaction survey goes to your client when an appointment is completed, and their rating shows on the appointment detail.
On Elite and above, the analytics screen shows paid revenue by period and by service.
Consent and records
The booking form requires agreeing to the terms and the privacy notice; explicit consent and marketing consent are optional. The choices and their times are stored on the appointment, and a copy of the consent text is written to the consent archive.
Deletion requests are handled through support.
Start tracking clients
Start taking bookings; client records are created automatically with each one.
Open an appointment and see earlier visits and your notes in the client history section.
Easy setup steps
From the free plan to a live booking page-often done within about an hour.
Free signup
Create your account with no credit card and open the dashboard.
Roon AI setup
Generate profession-fit site copy and section structure.
Services and availability
Set pricing, duration, and weekly availability templates.
Publish your site
Go live on your subdomain with a working booking page.
Share the booking link
Post it on Instagram, WhatsApp, or your existing website.
Approve the first booking
Confirm from the panel and test WhatsApp confirmation and reminders.
If you already use a CRM
General CRMs are built for sales pipelines and feel heavy for a business that runs on appointments. Ranovu keeps client information inside the appointment.
If you want to keep your own CRM, on Elite and above you can send appointment events to it with webhooks.
Frequently asked questions
- Is there a separate client list?
- No. Client information lives in the appointment records; you see a client's history when you open one of their appointments.
- Can I send bulk SMS?
- No. Ranovu sends appointment messages (confirmation, reminder, cancellation) automatically; it does not send bulk campaign messages.
- Can I export client data?
- There is no bulk export. On Premium and above you can download a single appointment's details as a PDF.
- Same phone, two different names?
- Records are not merged; each appointment keeps its own name. Client history is matched by phone or email.
- Can client data be deleted?
- Send your deletion request through support.
- Can my team sign in with their own accounts?
- Each business currently works with a single account; separate team member accounts are not available.
Get started with Ranovu
Create a free account and publish your booking site in minutes.