The Smart CRM that runs your business on autopilot
Bookings, leads, loyalty, marketing, POS, and reports in one platform — with a secure gateway that lets AI assistants like Claude work your pipeline for you.
Your CRM, operated by AI agents
Wizy CRM speaks the Model Context Protocol. Connect Claude, Codex, Cursor, or any MCP client with one command — and let agents qualify leads, plan follow-ups, and keep your pipeline moving while you serve customers.
# Connect your AI assistant in one command claude mcp add --transport http wizy-crm \ https://api.crm.wizy.ca/v1/mcp \ --header "Authorization: Bearer wizy_sk_..."
20+ CRM tools for agents
Agents can list, create, and update leads, customers, tasks, and bookings — attach files, log comments, and schedule follow-ups.
Scoped, revocable keys
Every agent uses a workspace API key with explicit scopes. Revoke instantly. Every AI action lands in your audit log with an MCP badge.
Guided AI workflows
Built-in prompts teach agents to qualify leads from evidence and plan follow-ups from your templates — no prompt engineering needed.
Guardrails by design
Module gating, rate limits, and workspace isolation are enforced server-side. Agents draft and organize — humans keep the send button.
One platform, every workflow
Eight integrated modules working as one system — no duct tape, no per-app subscriptions
Leads Pipeline
Kanban pipeline from first contact to paid, with custom stages and sources per workspace.
- List & kanban workflows
- Follow-ups & reminders
- One-click convert to customer
Smart Booking
One pipeline for bookings from every source, with automated reminders that kill no-shows.
- Multi-source booking queue
- SMS & email reminders
- Calendar feed for Google/Apple
Retention & Loyalty
Loyalty tiers, retention analytics, birthday campaigns, and an automatic win-back queue.
- 30/60/90-day retention rates
- Tiered rewards program
- Win-back & birthday radar
Email Marketing & Social
Mailing lists, templates, campaigns — plus a social funnel from reach to real customer contact.
- Lists, templates & campaigns
- Customer import & unsubscribe
- Social metrics funnel
Reputation Shield
One-tap review collection with smart routing — happy customers go public, complaints come to you.
- NFC/QR one-tap reviews
- Sentiment-based routing
- Keep your ≥4.7★ rating
POS Lite
Checkout for salon & restaurant workflows — card terminal, split tender, receipts, daily closeout.
- Stripe Terminal support
- Immutable receipts
- Daily closeout & variance
Inventory Lite
Item catalog, immutable stock ledger, low-stock alerts, and automatic recipe-based depletion.
- Stock in / out / waste ledger
- Low-stock alerts & digests
- Auto depletion from sales
Reports
Bookings, collected revenue, POS sales, staff and service performance — from real payment records.
- Revenue that matches payouts
- Staff & service rollups
- No-show & activity tables
This is the actual app
No mockups — real screenshots from Wizy CRM, on desktop and mobile
Executive Command Center
Revenue today, booking pipeline across Google, website, social and walk-in sources, retention pulse, and automation health — one real-time screen, on any device.
Leads Pipeline
Kanban and list views across customizable stages — from first contact to paid. Sources, campaigns, follow-ups, and one-click conversion to customer with full history preserved.
Retention & Loyalty Engine
30/60/90-day retention analytics, loyalty tiers with member counts and rewards, birthday radar, and a win-back queue so lapsed customers never slip away silently.
Reports That Match the Money
Booking detail, collected revenue, POS sales and tender totals, staff and service performance, no-shows and customer activity — table-first reports built from real payment records.
Why business owners choose Wizy
Retention beats acquisition
Stop burning money on ads for new customers. Wizy compounds the value of the customers you already have — loyalty, win-backs, and reminders run 24/7.
Dominate local search
A steady stream of authentic reviews keeps your business at the top of Google Maps for "near me" searches — without ever buying a fake star.
AI leverage, not AI risk
Your CRM is ready for the agent era: scoped access, full audit trails, and guardrails baked in. Adopt AI on your terms — revoke it in one click.
Our committed KPIs
We put our reputation on the line with measurable outcomes
Automated reminders ensure customers show up for their appointments
Measurable increase within the first 3 months of deployment
Review collection and customer data management runs on autopilot
Ready to run a
smarter business?
Join the business owners who automate operations, keep every customer, and put AI to work — safely.
Free consultation • No commitment • Setup in 48 hours