Done with Excel lists, scattered sticky notes and forgotten birthdays. A central customer database — with full order history, notes, loyalty points and birthday automation. Connected to appointment booking, orders and SMS marketing. GDPR-compliant on German servers.
A customer calls, asks about their last order, wants the same service as before. You type their name — and instantly see: which appointments they had, which products they ordered, what notes your team made about them, when their birthday is and how many loyalty points they've collected.
At AnvaCode the CRM is not an isolated module, but the central layer that connects all other modules — appointment booking, orders, SMS marketing, loyalty cards, invoices. One customer ID, one history, one place for notes.
Four problems every local business knows — and that cost you real money every month.
One list on the front-desk computer, one in the office, one on the owner's private device. Nobody knows which one is current. Addresses are duplicated, phone numbers stale — every search starts from scratch.
Losses: 30–60 min / day„Mrs. Müller prefers morning appointments." Staff knows it, writes it on a sticky note. Three weeks later the note is gone — the next appointment lands in the afternoon. Mrs. Müller is upset.
Losses: 5–10% regulars / yearYou wanted to finally send birthday greetings this year. You did it for the first ten. Then stress hit. Regulars you've known for years stopped hearing from you — and went to the competition.
Losses: significant monthly revenueWho hasn't been in for 6 months? Which customers bring in the most revenue? Who has never left a review? Excel can't get you the answers — and without answers there's no targeted action.
Losses: targeted marketing impossibleFrom importing your existing lists to the automatic birthday SMS — all in the same back-office.
We take over your existing Excel, CSV or Outlook lists — also from Apple Contacts or other tools. Duplicates are auto-detected and merged. Nothing gets lost.
Standard fields (name, address, phone, email, birthday) are included. Industry-specific fields we add — e.g. „hair type" for hairdressers, „last service date" for auto, „allergies" for hospitality.
CRM automatically connects with appointment booking, orders and SMS marketing. With every appointment, every order, every SMS reply: history is automatically saved to the customer.
Set filters: „regulars who haven't been in for 3 months". Activate birthday automation. Award loyalty points. A pure data collection becomes an active marketing tool — with no extra work.
One central interface for all customers — with fast search, full history and one-click filters.
You type the name — and see it all: last appointment, products bought, personal preferences, birthday, loyalty status. Staff can add notes ({prefers mornings}, {allergy: latex}), visible to the whole team.
„All clients with a birthday in 7 days." „Regulars who haven't been in for 3 months." „Top 10% by revenue." Set filter, see list, trigger action — birthday SMS, win-back promo, loyalty reward. All in the same system.
Standard included. Integrations (e.g. Mailchimp, your own accounting software) on request.
All customer data in one place — name, address, phone, email, birthday, source. Fast type-ahead search. Duplicate detection on creation. No more double maintenance.
Every appointment, every order, every invoice is automatically linked to the customer. Visible chronologically: what was done when, what it cost, which staff member handled it.
On each customer's birthday, an SMS, email or both goes out automatically — with a voucher code or personal greeting. Set up once, runs in the background. Loyalty on auto-pilot.
Preferences, allergies, personal details — stored directly on the customer, visible to the whole team. Tags („VIP", „allergic", „always on time") for quick filtering and audience analysis.
Digital loyalty points automatically on order completion. „10 points = 1 free service." Customers see their status in the app or get it by email. The classic punch card goes digital.
Set filters like „regulars with top revenue, not seen in 3 months". Save as a segment. Use directly for campaigns — and send SMS or email in one click. Marketing without Excel gymnastics.
Servers in Germany (Hetzner Cologne/Falkenstein). Audit trail: who viewed or changed what data when. Data export per click. Deletion policy for inactive customers. DPA included.
Standard fields + industry-specific: „hair type", „last auto service", „allergies", „member since", „training level". We tailor the fields during setup to your business — no DIY hack.
Active customers, regular ratio, average revenue per customer, reactivation rate after campaigns. Live in the dashboard. Helps you honestly see what works and what doesn't.
Anywhere regulars, recurring appointments or personal data need to live in one place.
