What is a CRM and how can I use it to manage my customers?
A CRM is a Customer Relationship Manager tool that helps you to track and manage your customers for bookings and products.
On Obby, we have developed a huge number of features that helps to cut down on your admin time, stay in touch with your customers and easily manage their bookings and purchases.
N.B. The following features are included on paid plans only, and you may be required to upgrade in order to access certain tools and features.
The CRM can be accessed via your Customers page. This page is a list of your customers, in order of most recent purchases. You can also access a customer's CRM page by clicking on their name via the Session page on your Timetable.