Customer Management CRM Software for Small Business | SIXPAC
πŸ‘₯ Customer Management

Know Every Customer β€” And Never Lose One Again

Stop losing clients to poor follow-up and scattered notes. SIXPAC's built-in CRM gives you a complete view of every customer β€” their history, purchases, appointments, and more β€” all in one place.

Dashboard
Sales
Invoicing
Customers
Products
Spaces
Services
Classes/Events
Schedule
Documents
MyStore
Marketplace
Reports
Settings
Monthly Sales$42,850
Jan
Feb
Mar
Apr
May
Jun
Jul
Sales by Source
Direct
65%
Referral
25%
Social
10%
Upcoming Appointments
10:00 AMSarah Jenkins
11:30 AMMike Ross
1:00 PMEmma Watson
Recent Transactions
Inv #1042+$150.00
Inv #1041+$85.00
Inv #1040+$210.00
Notifications
● New Lead: David C.
● Payment Successful
● Missed Call
Billions
of Dollars in Payments Processed
Thousands
of Businesses Trust SIXPAC
360Β°
Customer View
0
Extra CRM Tools Needed
The Problem

You're Losing Clients You Already Won

The biggest revenue leak in most service businesses isn't finding new customers β€” it's losing the ones you already have. Missed follow-ups, forgotten birthdays, no re-engagement β€” clients drift away and you don't even notice until it's too late.

  • ❌ Client info scattered across texts, emails, sticky notes, and spreadsheets
  • ❌ No visibility into who hasn't been back in 60+ days
  • ❌ Paying $50+/month for HubSpot or Salesforce just for basic CRM
  • ❌ No connection between client profiles and appointments or payments
  • ❌ Manual follow-ups that never actually get done

βœ… The SIXPAC Solution

  • 1

    Every Client in One Profile

    Appointments, payments, documents, notes, and messages β€” all in one connected record.

  • 2

    Know Who Needs Attention

    Instantly see which clients haven't visited recently, have unpaid invoices, or need a follow-up.

  • 3

    Automate Your Follow-Ups

    Set up automatic re-engagement messages so no client falls through the cracks β€” ever.

  • 4

    Build Real Loyalty

    Track lifetime value, reward top clients, and personalize every interaction at scale.

A CRM That Actually Fits Your Business

Not a bloated enterprise tool. SIXPAC's customer management is built specifically for service businesses β€” connected to your scheduling, payments, and documents.

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Unified Client Profiles

Every client gets a complete profile β€” contact info, appointment history, payment records, signed documents, notes, and tags. Everything in one place, always up to date.

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Purchase & Spend History

See every transaction, invoice, and membership payment in a client's full financial history. Know your highest-value clients and reward them accordingly.

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Notes, Tags & Custom Fields

Add private notes, custom tags, and data fields to any client. Remember preferences, track referral sources, or flag VIPs β€” whatever your business needs.

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Automated Follow-Ups

Set rules like "send a re-engagement email if client hasn't visited in 30 days." SIXPAC runs it automatically β€” no manual effort, no clients falling through the cracks.

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Client Segmentation

Group clients by spend level, visit frequency, location, service type, or any custom tag. Send targeted offers to the right clients at the right time.

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Loyalty Tracking

Track visits, referrals, and lifetime value. Identify your best clients, reward loyalty, and build relationships that keep clients coming back for years.

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Communication History

Every text, email, and note is logged to the client's profile automatically. Anyone on your team can see the full conversation history β€” no context lost.

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Find any client instantly by name, phone, email, tag, or service history. No more digging through spreadsheets or asking your staff who booked what.

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Bulk Messaging

Send announcements, promotions, or re-engagement campaigns to filtered client segments via SMS or email β€” directly from your CRM, no third-party tool needed.

SIXPAC vs. Standalone CRM Tools

Enterprise CRMs charge enterprise prices for features you don't need. SIXPAC gives you everything built-in at a fraction of the cost.

FeatureSIXPACHubSpotSalesforce
Client Profiles & Historyβœ…βœ…βœ…
Automated Follow-Upsβœ…βš οΈ Paid plan⚠️ Paid plan
Built-in Schedulingβœ…βŒβŒ
Built-in Payment Processingβœ…βŒβŒ
E-Signatures & Documentsβœ…βš οΈ Add-on⚠️ Add-on
Invoicing & Billingβœ…βŒβš οΈ Add-on
Marketplace & Socialβœ…βŒβŒ
Setup ComplexitySimpleModerateComplex
Monthly Price$18/mo (everything)$15–$800+/mo$25–$300+/user/mo

Built for Every Service Business

Whether you have 50 clients or 5,000, SIXPAC's CRM scales with your business and stays connected to your operations.

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Fitness & Personal Training

Track every client's attendance, progress notes, and spend. Auto-send re-engagement messages when someone goes quiet. Keep clients for life.

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Beauty & Salon

Remember every client's preferences, product allergies, and stylist. Send birthday offers automatically and keep regulars coming back on schedule.

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Home Services

Track job history per property, store equipment notes, and set follow-up reminders for seasonal services. Turn one-time jobs into recurring revenue.

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Health & Wellness

Store intake forms, treatment notes, and health history securely in each client profile. Full context for every visit β€” no paper files.

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Retail & E-Commerce

Track purchase history, segment buyers by category, and send targeted re-order campaigns. Know your VIP customers and treat them like it.

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Education & Tutoring

Manage student profiles, track session notes and progress, and keep parents informed with automated updates and reminders.

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We were paying $400/month for HubSpot and still manually entering appointment data. With SIXPAC, everything's already connected β€” bookings, payments, notes, follow-ups. Our client retention went up because the automated re-engagement actually works. I wish we'd switched sooner.
Amanda S.
Wellness Studio Owner Β· SIXPAC Customer

Your Best Clients Are Waiting to Hear From You

See how SIXPAC's built-in CRM can help you retain more clients, automate follow-ups, and grow revenue from your existing customer base. Book a quick demo β€” we'll show you exactly how it works.

Book My Free Demo β†’

No commitment Β· No credit card Β· 15-minute walkthrough

βœ… CRM Included
βœ… Automated Follow-Ups
βœ… Scheduling Included
βœ… Payments Included
βœ… All for $18/mo

Frequently Asked Questions

Can I import my existing customer data into SIXPAC? +
Yes. SIXPAC supports bulk CSV import for your existing client list. You can import names, contact info, and custom fields. Our onboarding team can also help you migrate data from other CRM tools.
Is there a limit on how many contacts I can have? +
No. Your $18/month SIXPAC subscription includes unlimited customer profiles. There are no per-contact fees and no tiers based on database size β€” unlike HubSpot or Salesforce.
How does the automated follow-up work? +
You set rules in SIXPAC β€” for example, "send a re-engagement SMS if a client hasn't visited in 30 days" or "send a birthday discount on their birthday." SIXPAC runs these automatically with no manual effort required.
Can I access client profiles from my phone? +
Yes. The SIXPAC mobile app gives you full access to client profiles, history, notes, and the ability to send messages β€” from anywhere, on any device.
Does the CRM connect to scheduling and payments? +
Yes β€” and this is what makes SIXPAC different. Unlike standalone CRMs, every appointment, invoice, payment, and signed document is automatically linked to the client's profile. No manual data entry, no syncing between tools.
Is my client data secure? +
Yes. All client data is encrypted in transit and at rest. SIXPAC is PCI compliant for payment data and follows strict data security standards. Your data and your clients' data are protected.