> ## Content Index
> Fetch the complete content index at: https://www.sendmoregetbeta.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Connected CRM
- URL: https://www.sendmoregetbeta.com/connected-crm/
- Published: 2023-08-20T09:09:11.000Z
- Updated: 2026-09-15T15:41:32.000Z
- Description: Define and track customer journeys.
- Author: Miura Hawkins
- Tags: marketing, features

![](https://storage.ghost.io/c/0d/b6/0db6fa8e-7b3e-4e8a-9cc5-7a9011a9def4/content/images/2023/08/window---client-tags.png) 

## Group clients with tags

#### Use tags to generate smart lists of clients to target for new products or upsells.

[Learn more about tags](https://www.sendmoregetbeta.com/attendance-retention)

## One powerful view

#### Notes and certifications

Spot the types of certifications or notes on a client's profile at a glance. Quickly add notes to track the progress of a client through a sales pipeline. Set notes to expire once they're no longer relevant, or manually remove them when the time comes.

#### Visit history

See the visit history, including event attendance and enrollment, at a quick glance from your user's profile.

#### A lot more

Open a transaction linked to your climber with a single click. Manage their Stripe billing details or check on their active subscriptions. Add photos for quick client identification. BETA is constantly evolving and growing new features and automations. Arrange a demo to see our latest features in action!

![](https://storage.ghost.io/c/0d/b6/0db6fa8e-7b3e-4e8a-9cc5-7a9011a9def4/content/images/2023/08/window---cRM-1.png) 

## Family ties

### Track family relations and quickly navigate to a climber's relatives from the family box on their profile. Designate a point person to receive communications for minors.

[ Get BETA ](https://tally.so/?ref=sendmoregetbeta.com#tally-open=w2axpA&tally-overlay=1&tally-emoji-text=%F0%9F%91%8B&tally-emoji-animation=wave)

![Simply gym access, the smart way](https://storage.ghost.io/c/0d/b6/0db6fa8e-7b3e-4e8a-9cc5-7a9011a9def4/content/images/2023/08/bottom-retention-2.jpg)