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Client CRM

Every client you have served
stays with you

The client who came six months ago is back today and you already know their name, their favorite service and whether they were late last time. No notebooks, no lost spreadsheets, no asking the same question twice. Free plan forever for up to 50 clients — GDPR included and CSV export whenever you want to leave.

  • Free plan includes CRM
  • Native GDPR on every plan
  • Export your data anytime
  • Free

    Permanent free planUp to 50 client files with full history, automatic reliability score and GDPR included. No credit card.

  • AUTO

    Reliability with zero setupEvery attendance, no-show or cancellation recalculates the score. You only decide what to do with the data.

  • GDPR

    Compliance includedConsent records, client data export and right to erasure on every plan. No optional modules.

What is a CRM for service businesses?

A CRM for service businesses is a digital system that centralizes each client's file: contact details, appointment and payment history, internal notes, reliability score and industry-specific custom fields. Marai includes it from the free plan (up to 50 clients), with native GDPR compliance and CSV export.

The problem without a real CRM

  • The notebook and the spreadsheet are fictions of order

    Every time you change phones, reformat your laptop or a coworker edits the file, you lose client data you took years to earn. And when you need it, it lives in the wrong place.

  • You don't know who misses their appointments most

    Without a reliability score you charge a deposit to the loyal client and forgive the one who misses a slot every month. Decisions based on feeling, instead of data, cost you money every single week.

  • You can't answer a data access or erasure request

    When a client invokes their GDPR rights and asks for a copy of their data — or to be deleted — pulling that from a paper notebook is unworkable. Regulators fine the breach, not the bad intent.

What your CRM does with Marai

Full digital file, one click away

Contact details, appointment and payment history, internal notes, tags and attachments. Accessible from the panel, mobile or tablet. What you type, your entire team sees instantly.

Automatic reliability score, no rules to write

The system calculates the score from real data: attendance and early confirmation add points; no-show and late cancellation subtract them. Deposit and waitlist decisions backed by facts.

Native GDPR compliance, not bolted on

Consent recording at booking, one-click export of the client's data and right-to-erasure with full deletion and audit trail. The three core rights included on every plan.

Custom fields for your industry (Business)

Up to 50 fields per entity: allergies for beauty, size for hair, skin type for clinics, clinical history for physiotherapy. Eleven field types available, including digital signature and file upload.

Set up your CRM in one afternoon

  1. 01

    Activate your free account (no card needed)

    Permanent Free plan for one professional with up to 50 client files. Start from Settings → Clients in under two minutes — no downloads, no technical setup.

  2. 02

    Import your existing base with CSV (from Starter)

    Upload the file with your current clients in one click: 500 rows on Starter, 2,000 on Pro and 5,000 on Business. Marai detects name, phone and email and links existing history instantly.

  3. 03

    History fills itself with every appointment

    Each booking — confirmed, completed, cancelled or no-show — is attached to the client's file. The reliability score recalculates the moment the appointment closes, no manual work.

  4. 04

    Export or delete data whenever you want

    Native GDPR: download the full CRM as CSV anytime from Settings → Privacy. If a client invokes their right to erasure, apply it in one click — the action is timestamped and audited.

The 5 questions that matter

Definition, workflow, pricing, ideal profile and use cases. Everything on a single page.

01Definition

What is Marai's client CRM?

It's the Settings → Clients module where you find the digital file of every person who has booked with you. Each file groups contact details, appointment and payment history, internal notes, tags and the reliability score calculated by the system. The Free plan supports 50 files; Starter, Pro and Business are unlimited.

02How it works

How does the CRM work?

  1. Create your free account and reach Settings → Clients within the first minute.
  2. Import your CSV base from the Starter plan or create files manually.
  3. Every confirmed appointment attaches automatically to the client's file.
  4. Export or delete data anytime from Settings → Privacy.
03Pricing

How much does the CRM cost?

The core CRM is included on every plan, free included. What changes per plan is the client-file limit and the advanced capabilities.

Free
0 /mo

Up to 50 files with full history, reliability and native GDPR.

Starter
29 /mo

Unlimited clients, CSV import for 500 rows and extended notes.

Pro
59 /mo

CSV import for 2,000 rows and tag-based segmentation for campaigns.

Business
99 /mo

Up to 50 custom fields per entity and CSV import for 5,000 rows.

04Ideal profile

Who is Marai's CRM for?

  • Hair salons and barbershops that want to remember each client's favorite cut and color.
  • Dental clinics and medical practices that need clinical history linked to the patient.
  • Beauty centers tracking allergies, contraindications and product preferences per client.
  • Physiotherapists and private practices with multi-session treatment plans.
  • Yoga, pilates and training studios managing recurring memberships and class packs.
  • Any service business that wants real GDPR compliance without hiring an advisor.
05When to use it

When should you activate the CRM?

  • When you still keep a paper notebook and lost data the last time you changed phones or laptops.
  • When two members of your team hold different versions of the same client's details.
  • When a client asks for their history or invokes their right to erasure and you don't know how to respond.
  • When you want to prioritize your most reliable clients without deciding by gut feeling.
Real proof, not marketing

Your business is not on its own

Marai integrates with official platforms and meets European regulation from day one.

  • Stripe Built-in online payments
  • WhatsApp Business Official Meta API
  • Google Calendar OAuth sync
  • Microsoft 365 Calendar OAuth
  • GDPR · AEPD-ready Native compliance
  • AES-256 · EU Encrypted on EU servers

Frequently asked questions about the client CRM

Which plan unlocks the CRM?

The CRM is included in the permanent Free plan with up to 50 client files. From Starter (€29/month) files become unlimited and you unlock CSV import and extended note editing.

How many clients can I store?

Free plan up to 50 files. Starter, Pro and Business allow an unlimited number of files and of professionals attached to each client.

What information is stored in each client file?

Name, email, phone, internal notes, tags, full appointment and payment history, GDPR consent records and reliability score. On Business you can also add custom fields (up to 50 per entity).

How is the reliability score calculated?

It's automatic and based on the client's real history: attendance and early confirmation add points; no-shows and late cancellations subtract them. No rules to configure — the system updates the score every time an appointment closes.

Can I import my clients from another system?

Yes, via CSV import from the Starter plan. Upload the file and Marai detects name, phone and email automatically. Up to 500 rows on Starter, 2,000 on Pro and 5,000 on Business. The Free plan does not include import, but you can create files manually.

Is the CRM GDPR compliant?

Yes, out of the box and on every plan. Marai records each client's consent at booking, lets you export their data in one click and applies right-to-erasure with full deletion and an audit log. No extra cost, no optional modules.

Can I add fields specific to my industry?

Yes — on the Business plan you can add up to 50 custom fields per entity. Eleven types available: text, number, date, multi-select, file, digital signature and more. Ideal for allergies, sizes, contraindications or prior treatments.

Can my clients see their own file?

Not today: the CRM is internal — only you and your team access it. What your clients do see is the summary of their next appointment in the confirmation email, the WhatsApp reminders and their booking-management page.

What happens to my data if I switch software?

You export the full CRM as CSV anytime from Settings → Privacy. No cost, no leaving penalty and no proprietary format. You own your data at all times.

What is Marai?

Marai is appointment-management software with an AI WhatsApp bot, automated reminders and Stripe payments. Built for Spain and the EU, with native GDPR compliance and 0 % booking commissions.

Before you start

The most common questions

The questions we get every week — answered straight, no fluff.

Do I need a credit card to start?

No. The free plan is permanent and never asks for a card. You can be live in under 5 minutes with just your email and a mobile number.

How long does setup take?

Around 5 minutes. Import your services, connect your WhatsApp Business number and publish your booking portal. No installs, no training required.

Will I lose my data when migrating?

No. We offer a guided migration from Fresha, Booksy, Calendly and spreadsheets. Clients, services and appointment history all carry over.

Is it hard for my team to use?

No. Marai is designed for non-technical staff: a clear interface, human support and onboarding included. Your team gets it on day one.

Is it GDPR compliant?

Yes. EU-hosted servers, AES-256 encryption at rest, processing records ready for the data protection authority, and digital consent for your clients.

Can I cancel anytime?

Yes. No lock-in, no penalty. One click to cancel and you can export all your data as CSV at any time.

Ready to activate your CRM?

Create your free account and start with the digital client file, automatic reliability score and GDPR compliance from minute one. When your business grows, unlock unlimited clients, CSV import and custom fields on Starter, Pro or Business.

Start your CRM free — no card

Free plan forever. No credit card required.

Next step

Free plan forever. No credit card required.

See pricing