Roots
CRM & Contacts · Seed
Know every customer.
Nurture every relationship.
A CRM that actually works for small businesses — not a bloated enterprise tool crammed into a smaller box.
Strong roots hold everything together — Roots is the foundation your customer relationships grow from.
Before & After
Your customer data lives in spreadsheets, sticky notes, and three different apps. You forget follow-ups. Leads slip through the cracks.
Features
Everything you'd expect.
And a few things you wouldn't.
Unified Contact Profiles
Every customer gets a 360° profile — bookings, purchases, emails opened, forms submitted, notes from your team. Everything in one place.
- Auto-populated from every engine
- Custom fields for your business
- Activity timeline with full history
- Tags and segments for organization
Visual Sales Pipelines
Drag-and-drop deal boards that show exactly where every opportunity stands. Never lose track of a lead again.
- Multiple pipelines for different services
- Customizable stages and values
- Drag deals between stages
- Pipeline analytics and forecasting
Smart Segments
Group customers by behavior, not just demographics. Target people who booked last month, spent over $200, or opened your last email.
- Behavior-based filtering across engines
- Save segments for campaigns and automations
- Real-time segment counts
- Combine multiple conditions with AND/OR logic
Import & Enrichment
Bring your existing contacts in with CSV import. Automatic deduplication and data enrichment from connected engines.
- CSV import with field mapping
- Automatic duplicate detection and merge
- Bulk tagging and segmenting on import
- Export contacts anytime — your data is yours
Connected
Roots doesn't work alone.
It works with everything.
In Practice
Real businesses.
Real results.
Every new client who books gets a contact profile with their service history, preferences, and spend. Staff can see notes before appointments.
Result
Personalized service every visit. Rebooking rate increases. VIP clients get special treatment automatically.
Leads from the website form enter a sales pipeline. Each deal tracks proposal stage, value, and communication history.
Result
No lead falls through the cracks. Pipeline value gives clear revenue forecasting.
Members are segmented by class attendance, package type, and engagement. Lapsed members trigger re-engagement campaigns.
Result
Churn drops. Targeted offers bring back inactive members. Engaged members get upsold to premium packages.
Businesses on Roots reduce lead response time by 60% on average.
Available in Seed
Roots starts at $49/mo
Get started today. Upgrade or downgrade anytime.