Client List
Every customer, with their whole story
Every customer with their history, notes, tags and lifetime value, in one list you can search and segment.
Every client with tags, visits and lifetime value
The Problem
Customer details end up spread across your phone contacts, old invoices, a notebook and three inboxes. When a regular calls, you are scrolling instead of talking.
How Sitefold Handles It
Each customer gets one record: how to reach them, where they came from, their jobs, documents and history, your notes and what they have spent with you. Bookings and website requests add new customers on their own, matched by phone and email so you do not end up with doubles.
What It Replaces
Phone contacts, the customer tab of an old spreadsheet, and the big CRM you never found a free weekend to set up.
How It Works
- Bring them in
Import a spreadsheet and preview it first. Likely duplicates are flagged, and the whole import can be undone.
- Sort them
Tag people your way and use the ready made views: regulars, new and lapsed.
- Reach out
Save a filter as a segment and send it an email, with consent tracked for every person.
What You Get
- One record per customer with contact details, notes, documents and history
- Tags that fit your business, with starter tags for your line of work
- Views for regulars, new customers and lapsed ones who have not been back in 90 days
- Lifetime value, so you can see who your best customers are
- Saved segments you can email from Marketing
- Email consent tracked per person, and export to CSV any time
- On a phone, one client fits one screen: what they owe, their history, and a More sheet for the rest
Questions
Can I import my customers from a spreadsheet?
Yes. Upload a CSV, match the columns and check the preview. Likely duplicates are flagged, and you can undo the import if something looks off.
Will website bookings create duplicate customers?
No. Bookings and requests are matched to existing customers by phone and email, so a returning customer lands on their own record.
Which plans include the client list?
Every plan, including the website-only Site plan.
Is this a full sales CRM?
It is a client list built for businesses that serve customers directly: history, notes, tags and segments. There are no sales quotas or forecasts to set up.
See it with your business in it
7-day free trial, or a free mockup built from your real work.