Customer Management

Know Every Customer 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 - their history, purchases, appointments, documents, notes, and follow-ups - all in one connected platform.

SIXPAC Train Wise Fitness
o o o o o
Dashboard
Sales
Invoicing
Customers
Products
Spaces
Services
Classes/Events
Schedule
Documents
Reports
Settings
Customers
Sarah Jenkins
VIP · Active · $2,840 LTV
Mike Ross
Member · Last visit 8 days
Emma Watson
Trial · Follow-up due
David Carter
Lead · New inquiry
Amanda Smith
Inactive · 45 days
Sarah Jenkins
[email protected] · (801) 555-0198
VIP Client
$2,840Lifetime Value
36Appointments
4 daysLast Visit
Recent Activity
Personal Training$75.00
Membership Renewal$149.00
Signed WaiverComplete
Notes
Prefers morning sessions. Interested in nutrition coaching. Send renewal reminder before next billing date.
Tags
VIP Morning Nutrition Lead Auto Follow-Up
Billions
of Dollars in Payments Processed
Thousands
of Businesses Trust SIXPAC
360°
Customer View
One
System for Clients, Sales, and Follow-Up
The Problem

You Are Losing Clients You Already Won

The biggest revenue leak in most service businesses is not finding new customers. It is losing the ones you already have. When notes, appointments, payments, messages, and documents live in different places, follow-up becomes inconsistent and clients quietly drift away.

  • Client info gets scattered across texts, emails, spreadsheets, and staff memory.
  • Owners cannot quickly see who has not visited, paid, booked, or responded.
  • Standalone CRMs add cost but still do not connect to scheduling or payments.
  • Manual follow-ups are easy to forget when the day gets busy.

The SIXPAC CRM Fix

  • 1

    Connect Every Client Profile

    Keep appointments, payments, documents, notes, tags, and messages in one customer record.

  • 2

    Know Who Needs Attention

    Quickly identify inactive clients, unpaid balances, follow-up opportunities, and high-value customers.

  • 3

    Follow Up Automatically

    Trigger re-engagement, reminders, offers, and customer messages without relying on manual tasks.

  • 4

    Build Loyalty at Scale

    Use history, tags, lifetime value, and behavior to personalize the customer experience.

A CRM That Actually Fits Your Business

SIXPAC customer management is not a bloated enterprise database. It is a practical CRM connected to the work your team already does every day.

👤

Unified Client Profiles

See contact info, appointments, payments, documents, tags, notes, and customer history in one connected profile.

💰

Purchase and Spend History

View every transaction, invoice, membership payment, and purchase so your team understands each customer's value.

📝

Notes, Tags, and Fields

Add internal notes, custom tags, and important customer details so preferences and context are never lost.

🤖

Automated Follow-Ups

Trigger messages for inactive customers, birthdays, missed visits, upcoming renewals, or overdue payments.

🎯

Client Segmentation

Group customers by spend, visit frequency, service type, location, tags, or behavior for better targeting.

Loyalty Tracking

Spot your best customers, track lifetime value, reward loyalty, and strengthen relationships over time.

Replace the Standalone CRM Stack

Enterprise CRMs are built for sales teams. SIXPAC CRM is built for service businesses that need customer management connected to operations.

Capability Standalone CRM SIXPAC CRM
Customer profiles and history
Scheduling connected to customer records
Payments, invoices, and purchases connectedAdd-on
Documents, notes, and customer contextLimited
Automated follow-up for service businessesPaid plan
Included with POS, scheduling, invoicing, and memberships

Built for Every Service Business

Whether you have 50 customers or 5,000, SIXPAC keeps customer management connected to your daily operations.

💪

Fitness and Personal Training

Track attendance, notes, memberships, purchases, and re-engagement opportunities for every client.

💇

Beauty, Salon, and Wellness

Remember preferences, visit history, forms, products purchased, and follow-up opportunities.

🏥

Medical and Appointment Businesses

Keep intake forms, signed documents, appointment history, notes, and payments tied to the right profile.

🏪

Retail and Hybrid Businesses

Track purchases, customer tags, lifetime value, and targeted offers without a separate CRM.

★★★★★
We were paying for a separate CRM and still manually entering appointment data. With SIXPAC, bookings, payments, notes, and follow-ups are already connected. Our client retention improved because the follow-up finally happens.
Wellness Studio Owner
SIXPAC Customer

Your Best Clients Are Waiting to Hear From You

See how SIXPAC customer management helps you retain more clients, automate follow-ups, and grow revenue from the customers you already have.

Book a Free Demo →

No commitment · No credit card · 15-minute walkthrough

CRM Included
Follow-Ups Included
Scheduling Included
Payments Included
All for $36/mo

Customer Management FAQs

Quick answers for businesses comparing SIXPAC CRM with standalone customer management tools.

Can I import my existing customer data into SIXPAC? +
Yes. SIXPAC supports customer imports so you can bring over your existing customer list, contact details, and key fields.
Does the CRM connect to scheduling and payments? +
Yes. Appointments, invoices, payments, documents, notes, and customer activity connect directly to each customer profile.
Can I automate customer follow-up? +
Yes. SIXPAC can help you trigger follow-up messages for inactive customers, missed visits, birthdays, renewals, unpaid balances, and other customer moments.
Can my team access customer profiles from anywhere? +
Yes. Your team can access customer profiles, notes, history, and activity from SIXPAC so everyone has the same context.
Is customer management included in the $36/month plan? +
Yes. Customer management is included with SIXPAC alongside scheduling, POS, invoicing, payments, memberships, documents, and reporting.
Who is SIXPAC CRM best for? +
SIXPAC CRM is best for service-based and hybrid businesses that need customer profiles connected to appointments, purchases, documents, memberships, and follow-up.