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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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.
No, your Ivorey plan includes unlimited contacts in your CRM.
Yes. You can send an email, SMS, or social DM (if connected) directly from their profile - no need to open a separate inbox.
Yes, the CRM includes a full activity log showing every interaction a contact has had with your site, emails, forms, and more.
Yes, the CRM unifies all communication, including emails, SMS, Instagram, and Facebook messages, so you can see everything in one thread.
Book appointments, sync schedules, and manage sessions directly from the contact file - no external scheduler needed.
Send personalised campaigns and automations based on tags, purchases, or contact activity - all from the same CRM database.
Create, send, and track proposals or invoices right from a client’s profile. Everything - from quote to payment - stays connected.
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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