Module Planned

One contact. Every interaction.

The connective tissue of the platform. Unified contact management with interaction timelines that pull from every module — bookings, campaigns, and scores all in one place. One view of every customer, always up to date.

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Pricing

Pricing arrives when the module does.

CRM & Contacts is currently planned. Register your interest and we'll notify you when development begins.

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Features

Built around the unified contact record.

Unified contacts

Every contact exists once in the system. Bookings, campaigns, scores, and interactions all link to the same record.

Interaction timelines

See the complete history of every customer interaction. Bookings, emails opened, scores submitted — all in chronological order.

Smart segmentation

Build dynamic segments based on any combination of data. Use them for marketing campaigns, booking reminders, or internal reporting.

Bidirectional sync

When a booking creates a contact, it syncs to CRM. When CRM updates a record, other modules see the change instantly.

Custom fields

Add the data points that matter to your business. Industry, referral source, lifecycle stage — whatever you need to track.

Import and export

Bring your existing contacts in via CSV. Export whenever you need. Your data is never locked in.

Use cases

A single source of customer truth.

Service businesses

Keep track of every client interaction in one place. Know exactly where each relationship stands without digging through multiple tools.

Sales teams

See the complete picture for every lead. Combine booking history, email engagement, and sales data for better conversations.

Growing businesses

As your team and customer base grows, the CRM scales with you. Same unified view whether you have 50 or 50,000 contacts.

Related modules.

Each module stands alone, but they get better together.

Calendar & Bookings

Online booking pages, provider scheduling, and automated reminders.

View module

Tasks & Reminders

Rolling task lists, team assignment, and recurring work automation.

View module

Sales Scoreboard

Real-time leaderboards, KPI tracking, and kiosk display mode.

View module
FAQ

Common questions.

Every module feeds data into the CRM automatically. A booking creates a contact record, a marketing email tracks engagement against that contact, and scoreboard data links to the same customer. It's all connected by design.

Yes. CSV import is supported for bringing your existing customer data into Devalo. We help with data mapping during setup to make sure everything lands in the right fields.

Contact limits depend on your plan tier. Standard plans support thousands of contacts. If you need higher limits, we can discuss enterprise pricing.

Yes. You can segment by interaction history, attributes, lifecycle stage, and custom fields so marketing and reporting stay aligned.

Yes. Custom fields are supported so you can track industry-specific data points without forcing your team into rigid templates.

Be the first to use CRM & Contacts.

Register your interest and we'll notify you when development begins. Early-access teams help shape the module before launch.

Register interest See all modules