Ivorey Helps Women Manage Clients Seamlessly

WITH A BUILT IN CRM

WATCH A BEHIND THE SCENES WALKTHROUGH OF THE CRM

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  • Keep every message, note, and payment in one client profile

  • View all emails, DMs, tasks, and documents without switching tabs

  • Track client history from forms and bookings to purchases

  • Add tags, workflows, and automations directly from the contact file

  • Assign and monitor tasks for yourself or your team

  • Send messages and follow-ups across email, SMS, and social channels

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Frequently Asked Questions

ABOUT CRM

How is the CRM different from a regular email list?

Unlike a basic email list, Ivorey’s CRM gives you a full picture - showing messages, payments, course access, appointments, and activity in one place, not just an email address.

Is there a limit to how many contacts I can have?

No, your Ivorey plan includes unlimited contacts in your CRM.

Can I send a message to a client from inside their contact file?

Yes. You can send an email, SMS, or social DM (if connected) directly from their profile - no need to open a separate inbox.

Is there a way to track what a contact has clicked or viewed?

Yes, the CRM includes a full activity log showing every interaction a contact has had with your site, emails, forms, and more.

Can I see every message a client has sent me?

Yes, the CRM unifies all communication, including emails, SMS, Instagram, and Facebook messages, so you can see everything in one thread.

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CALENDARS

Book appointments, sync schedules, and manage sessions directly from the contact file - no external scheduler needed.

Email MARKETING

Send personalised campaigns and automations based on tags, purchases, or contact activity - all from the same CRM database.

Proposals & INVOICING

Create, send, and track proposals or invoices right from a client’s profile. Everything - from quote to payment - stays connected.

Sales PIPELINES

Track where each lead or client is in your sales journey, and update their CRM profile automatically as they move through your pipeline.

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