The team searches before it serves.
Staff dig through messages, calendars, folders, and payment tools to answer simple questions about a client.
Client CRM
Every client relationship, in one working record.
Karavex connects leads, pipeline stages, contact details, notes, tags, files, bookings, payments, galleries, and follow-up so your team does not rebuild client context from inboxes and spreadsheets.
Client access
Protected
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Client history fragments as the work moves forward.
A lead begins in a message, becomes a booking, generates documents and payments, then returns months later. When each stage lives in a different tool, the team loses the thread.
Karavex builds one client timeline.
Contact data, lead stage, bookings, notes, tags, attachments, payments, and gallery activity stay connected to the same person.
Every interaction starts with context.
The next teammate can see what happened, what is pending, and what the client is likely to need without asking for a recap.
What changes
Client context becomes reusable.
01
Lead and client records connected to bookings and revenue
02
Notes, tags, attachments, and activity available to the right teammates
03
A pipeline that shows where relationships need attention
What you can manage
A CRM shaped around booked work.
Karavex client management follows the relationship from first inquiry through repeat business instead of treating every booking as an isolated appointment.
Lead and client records
Capture contact details, source, status, preferences, and business context in a structured profile.
Visual pipeline
Move opportunities through clear stages so the team can see what is new, active, won, or waiting.
Notes and tags
Record useful context and segment clients without burying important details in private inboxes.
Files and attachments
Keep client documents close to the relationship with visibility, download, retention, and safety controls.
Connected history
Review bookings, invoices, payments, galleries, and activity from the same client context.
CSV import
Bring an existing client list into Karavex without starting the relationship history from zero.
How it works
Move from inquiry to repeat client.
The CRM becomes useful because operational events update the relationship instead of creating another database the team must maintain.
Capture the relationship
Create or import the client and record the source, contact details, tags, and initial need.
Advance the opportunity
Move the lead through the pipeline as the conversation becomes a quote, booking, or confirmed project.
Deliver from shared context
Keep bookings, documents, payments, galleries, and team notes attached as the work progresses.
Return with history
Use prior services, preferences, and activity to make follow-up and repeat booking more relevant.
Questions
Client CRM details.
Is Karavex a generic sales CRM?
No. It is designed around service and studio work, where leads become bookings and continue into payments, contracts, galleries, files, and repeat relationships.
Can I import existing clients?
Yes. Karavex supports client import so teams can begin with their current contact base rather than rebuilding it manually.
Can staff share client context safely?
Yes. Client information is connected to tenant roles and permissions so teammates can work from shared context without making every setting available to everyone.
Features
Online booking
Booking pages, buffers, deposits, and rules that protect your calendar.
Client galleries
Proofing, selections, reactions, and delivery tied to each booking.
Payments
Deposits and balances handled inside the booking flow.
Adaptive booking
Booking paths that adjust to links, DMs, embeds, and referral context.
Social booking
Turn bio links and DMs into booking-ready client paths.
Studio point of sale
Explore booking-linked checkout for in-person studio payments.
API and integrations
Connect booking events to calendars, automations, and studio tools.
Studio calendar
Coordinate staff, locations, resources, buffers, and availability.
Workflow automation
Trigger reliable follow-up from real booking and client events.
Client portal
Give clients one place for bookings, invoices, contracts, and files.
Booking analytics
See conversion, traffic sources, timing, and no-slot demand.