Customer Management Software

Know every customer before the next booking, sale, or follow-up.

SIXPAC Customer Management keeps every customer profile, booking, payment, purchase, document, note, tag, and relationship detail organized in one connected place.

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Built into the same platform as scheduling, payments, POS, invoicing, memberships, documents, and reporting.

SIXPAC Train Wise Fitness

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Dashboard

Customers

Profiles

Customer information gets messy when every tool keeps its own version.

Many businesses have customer names in one system, payments in another, bookings in another, documents in a folder, and notes in someone else's head.

That makes it harder to answer simple questions before a customer walks in, books online, renews a membership, buys a product, or needs follow-up.

❌Staff cannot quickly see customer history before helping someone.
❌Bookings, documents, notes, purchases, and payments are scattered.
❌Important details depend on memory, spreadsheets, or disconnected apps.
❌Follow-up is harder because customer segments and tags are not connected to the workflow.

✅ The SIXPAC Customer Management Fix

1
Build a Connected Profile
Keep customer contact details, preferences, notes, tags, forms, and history together.
2
Attach Activity Automatically
Bookings, payments, purchases, documents, memberships, and invoices stay connected to the customer record.
3
Give the Team Context
Staff can see what matters before the next appointment, checkout, invoice, or conversation.
4
Follow Up Smarter
Use tags, notes, custom fields, and activity history to support better follow-up and customer service.

What You Get

Customer Management That Connects to the Rest of the Business

SIXPAC gives your team the customer context they need without forcing them to jump between scheduling, payments, documents, POS, and reporting tools.

👤

Profiles

Customer Profiles

Keep contact details, notes, tags, preferences, custom fields, memberships, and key customer context organized.

📅

Activity

Booking History

See past and upcoming appointments, classes, events, services, attendance, and scheduling activity from the customer record.

💳

Payments

Payment and Purchase History

Connect invoices, POS transactions, payment pages, recurring charges, product purchases, and receipts to the right customer.

📄

Documents

Documents and Forms

Keep waivers, intake forms, agreements, signed documents, and customer paperwork easier to find when your team needs it.

🏷️

Segmentation

Tags and Custom Fields

Organize customers by status, interest, service type, source, program, follow-up need, or business-specific details.

📊

Visibility

Better Team Awareness

Give owners, managers, and staff clearer visibility into the customer relationship before the next action.

Why It Matters

SIXPAC CRM vs. Disconnected Customer Records

Customer management works best when it is connected to the transactions, bookings, documents, memberships, and daily workflows that create the relationship.

Customer Workflow	Disconnected Tools	SIXPAC Customer Management
Customer profile	Basic contact record	Connected profile
Booking history	Separate scheduling app	Included in customer context
Payments and purchases	Separate processor or POS	Connected to the customer
Documents and forms	Folders, email, or another app	Stored with the customer workflow
Notes, tags, and custom fields	Manual or inconsistent	Built into the profile
Team visibility	Often scattered	One source of customer truth

FAQ

Customer Management Questions

Quick answers about how SIXPAC helps teams manage customer profiles and relationship history.

Is Customer Management included in SIXPAC? +

Yes. Customer Management is part of the SIXPAC business platform, alongside scheduling, payments, POS, invoicing, documents, memberships, reporting, and more.

What can I track on a customer profile? +

You can keep customer contact details, notes, tags, custom fields, booking history, purchases, payments, memberships, documents, forms, and other relationship context connected to the customer.

Does this replace a standalone CRM? +

For many service, fitness, wellness, retail, and hybrid businesses, yes. SIXPAC is designed to keep CRM activity connected to actual operations instead of separating customer records from bookings and payments.

Can staff use customer records during daily work? +

Yes. The goal is to make customer context available when your team is booking, checking out, reviewing documents, managing memberships, or helping a customer.

Ready to See Customer Management Inside the Full Platform?

Watch the demo or book a walkthrough to see how SIXPAC keeps customer profiles connected to scheduling, payments, documents, POS, memberships, and reporting.

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Customer profiles · Booking history · Payments · Documents · Notes and tags