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verified Free CRM, no credit card required

A free CRM built around your customer schedule

Scheduling Studio gives small businesses one place to manage client profiles, meeting history, private notes, follow-ups, pipeline stages, and customer communication. The CRM is free and works alongside your booking calendar.

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Scheduling Studio free CRM dashboard with example client profiles, meeting counts, notes, and follow-up actions
Scheduling Studio free CRM client workspace using fictional customer data.

Included free

The client details you need, connected to the work you do

Start with useful customer management instead of configuring a complicated sales system.

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Complete client profiles

Store contact details, company, timezone, tags, lifecycle stage, private summary, and email-consent status.

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Customer history

See appointments, calls, messages, emails, notes, tasks, automation activity, and invoices in one chronological timeline.

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Notes and follow-ups

Add private notes, assign follow-up tasks, set due dates and reminders, and review overdue, today, and upcoming work.

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Simple sales pipeline

Track new, contacted, qualified, proposal, won, and lost opportunities with deal values and expected close dates.

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CSV import and export

Download the provided CSV template, bring existing contacts with you, and export your customer data when you need it.

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Safer customer records

Archive old records, merge duplicates, record consent, honor unsubscribes, and confirm an existing business relationship before sending CRM email.

Scheduling plus relationships

Every booking can become useful customer context

A client record should not be a disconnected address-book entry. Scheduling Studio brings meeting activity and CRM work together, so the next conversation starts with context.

  1. 1

    Clients are organized in one workspace

    Search by name, email, company, or tag and filter active, inactive, lead, archived, and favorite records.

  2. 2

    History updates around customer activity

    Review scheduling and communication events without assembling the story across several tools.

  3. 3

    Follow-ups keep the relationship moving

    Create the next task while the conversation is fresh, then work from one upcoming-actions view.

Illustrated Scheduling Studio CRM workflow from booking to customer profile, notes, and follow-up

Optional invoicing

Try invoicing when you are ready to get paid

The CRM stays free. Eligible free accounts can start a 30-day invoicing trial with up to 5 invoices and online payment collection. No card is required to begin. Standard payment-processing fees apply. Continued invoicing after the trial requires an eligible paid plan.

Trial includes

  • check30 days of access
  • checkUp to 5 invoices
  • checkOnline payment links
  • checkExisting history remains visible after trial
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Clear answers

Free CRM questions

Is the Scheduling Studio CRM really free?expand_more

Yes. Core client management, history, notes, follow-ups, pipeline tracking, CSV tools, archive and merge, and consent controls are included in the Free plan. Invoicing is separate.

Does it work for businesses that already have customers?expand_more

Yes. Download the CRM CSV template, keep its header row, add your customer information, and import the file into Scheduling Studio.

What happens if I stop the invoicing trial?expand_more

The free CRM remains available. Existing invoices and payment history remain visible, but creating or sending new invoices requires an eligible paid plan after the trial ends.

Know your customers without adding another expensive tool

Create your free account, connect your schedule, and start building useful customer history.

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