Everything inside Wizy CRM
Real screenshots, real behavior — this page describes what the product actually does today, and what is coming next.
Smart CRM: AI agents work your workspace
Wizy CRM exposes a Model Context Protocol (MCP) endpoint, so AI assistants like Claude, Codex, and Cursor connect directly to your workspace — through the same secure API your team uses, never around it.
- 20+ agent tools — list, create, and update leads, customers, tasks, and bookings; attach files, log comments, and schedule follow-up work.
- Guided workflows — built-in qualify lead and plan follow-up prompts teach agents to reason from CRM evidence and your templates.
- Scoped API keys — each key is workspace-fixed with explicit read/write scopes, optional expiry, and one-click revoke.
- Full audit trail — every AI mutation is logged with the tool name and an MCP badge in your audit logs — you always know what an agent did.
- Guardrails by default — module gating, per-key rate limits, and server-side validation. Agents record follow-ups; sending stays with your staff.
Leads pipeline built for conversion
Every prospect sits in a clear stage with an owner, a source, and a next action — so nobody falls through the cracks between first contact and paid.
- Kanban & list views — drag leads through customizable stages: new, consulting, awaiting contract, paid, lost — or define your own.
- Sources & campaigns — track where every lead came from — website form, Google, referral, social — and which campaign brought them in.
- Complete lead file — contact details, birthday, business profile, communication history, internal comments, and file attachments in one place.
- Follow-ups that stick — schedule follow-up work with channel, due date, and content; due work surfaces to the responsible staff member.
- One-click conversion — convert a won lead to a customer with full history and audit trail preserved.
Smart booking, zero no-shows
Bookings from your website, Google, social, phone, and walk-ins flow into one pipeline with automated reminders doing the chasing for you.
- Unified queue — every booking source lands in the same pipeline with status, staff assignment, and service details.
- Automated reminders — SMS and email reminders cut no-show rates by 50–80%.
- Subscribe from any calendar — a secure iCalendar link brings workspace bookings into Google Calendar, Apple Calendar, or Outlook — rotate the link anytime.
- Straight to checkout — completed appointments flow into POS checkout and Finance records without re-entering anything.
Retention & loyalty that compound
Understand repeat behavior, reward the customers who matter, and catch the ones drifting away — before they are gone.
- Retention analytics — 30/60/90-day retention rates, average visit frequency, and birthday radar for the next 7 days.
- Loyalty tiers — define tiers by visits and spend with member counts and reward labels — Member, Silver, Gold, VIP, or your own ladder.
- Win-back queue — lapsed customers surface automatically with days-since-last-visit, ready for a win-back offer.
- Loyalty & retention workflows — birthday offers and win-back campaigns as toggleable workflows.
Email marketing & the social funnel
Own your audience with mailing lists and campaigns — and measure whether social content actually turns into customer contact, not just likes.
- Mailing lists & subscribers — build lists, import customers in bulk, and let unsubscribe handle itself with per-subscriber tokens.
- Templates & campaigns — reusable email templates, draft campaigns, and one-click sends with recipient counts tracked.
- Three-layer social funnel — awareness (reach, views) → engagement (likes, shares, saves) → contact (messages, calls, direction clicks).
- Channel snapshots — track TikTok, Facebook, Instagram, YouTube, and Google Business per period, with export.
Reputation on autopilot
Reviews are your storefront on Google Maps. Wizy collects them one tap at a time — 100% white-hat — and routes unhappy feedback to you before it goes public.
- One-tap collection — NFC cards and QR codes make leaving a review effortless at checkout.
- Smart routing — 4–5★ experiences go to Google/Yelp; negative feedback opens a private conversation with you instead.
- Steady review velocity — a consistent stream of authentic reviews keeps you ranking for "near me" searches.
POS Lite: checkout without the enterprise bill
A real sale-transaction core for salons and restaurants — appointments and orders flow into checkout, payments, receipts, and daily closeout.
- Every tender type — cash, card terminal, manual card, e-transfer — with split payments at the core.
- Stripe Terminal — card-present payments with reader display carts, webhook-verified outcomes, and provider-side refunds.
- Immutable receipts — sequential receipt numbers, email/SMS delivery, and refund/void flows that keep accounting honest.
- Daily closeout — expected vs. actual totals by tender method, with variance tracked per day.
- Finance downstream — every completed sale syncs to invoices and payments for reporting.
Inventory that counts itself
An immutable stock ledger with the boring parts automated — so you find out about low stock from a notification, not from an empty shelf.
- Item catalog & vendors — categories, units, suppliers — the same schema serves salon supplies and restaurant ingredients.
- Every movement logged — stock in, adjustments, and waste each append a ledger row with actor and note; on-hand quantity is always derived, never guessed.
- Low-stock alerts — reorder points trigger exactly one notification, auto-resolve on recovery, and a daily sweep catches drift — with optional email digest.
- Auto depletion — recipe/BOM mapping depletes ingredients automatically when an order is served or checked out — idempotent, so retries never double-count.
Reports that match the money
Paid totals come from completed payment records — not wishful invoice totals — so your reports agree with your bank account.
- Operational tables — booking detail, revenue collection, no-shows/cancellations, and customer activity.
- POS-first sales reports — sales, tender totals, menu item performance, and closeout variance straight from the transaction core.
- Staff & service performance — line-level rollups count multi-service bookings correctly — no double counting, no missing revenue.
- Owner/manager only — reports are role-gated; staff see their work, owners see the business.
The rest of the toolbox
Tasks & Projects
Workspace tasks with projects, subtasks, comments, assignees, and overdue digests — AI agents can create and complete them too.
Timesheet
Staff time tracking built into the same workspace — no separate punch-clock app.
Finance
Invoices and payments with PDF generation, synced automatically from bookings and POS sales.
SMS & Email Settings
Workspace-owned Twilio and SMTP configuration with test sends — credentials never touch the frontend.
Custom Fields
Extend leads and customers with your own fields — visible to your team and to AI agents alike.
Teams & Workspaces
Multi-workspace support with owner, manager, and staff roles — modules toggle per workspace so you only see what you use.
See it live on your business
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