Which CRM capabilities are available?
Teams can create, search, and update clients, add notes, and review booking and visit history.
Feature
CRM for appointment-based businesses
Taledon CRM keeps essential client information where the team already manages appointments. A client profile shows booking history, total appointments, last visit, and internal notes.
Free through 31 December 2026.Taledon / Client records
IllustrationSample client
Client profile
Internal note
Prefers morning appointments.
ConsultationNext appointment
Visit history
- Follow-up visitPrevious visit
Is CRM connected to the calendar?
Yes. A client is selected when a booking is created, and visits stay connected to the client profile.
How does CRM help the daily workflow?
Before an appointment, the team can see relevant context about the client and previous visits without switching between disconnected tools or spreadsheets.
Use Taledon free until the end of the year
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Free through 31 December 2026.