People & relationships

Remember the details.
Build better relationships.

A client’s favorite stylist. The friend who referred them. What you promised to send after your last call. Keep the details that make the next conversation feel personal.

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Currently in private preview

A barber and a returning client sharing a conversation.
“The usual?”
It feels good to be remembered.

Pick up where you left off

Everything you need,
before you say hello.

Open a contact and see your notes, shared projects and appointments. Spend less time searching through messages and more time paying attention to the person.

Current Roomto contact record for fictional Maya Ellis, showing details, deal value, personal notes and widgets.

Remember their preferences

Save names, important dates and the little details you’d otherwise forget in personal notes.

Find the right person

Group clients, suppliers, friends and collaborators. Add favorites to keep frequent contacts easy to find.

See what you’re working on

Find their projects and upcoming meetings without piecing the story together across different tools.

Room to grow

Give people a reason
to come back.

Remembering someone’s preferences makes your service feel personal. Keeping a record makes it easier to do that again next time.

See our plans for follow-up reminders
  1. 01

    Welcome a regular back

    Your client always books the same stylist. Save that preference and check it before their next visit.

  2. 02

    Remember a special date

    A customer orders anniversary flowers every year. Keep the date and their favorite arrangement in their notes.

  3. 03

    Remember who sent them

    A past client recommends you to a friend. Make a note of the introduction so you can thank the person who made it.

Stay closer to your clients.

Leave your email and we’ll let you know when you can try Roomto.

Join the waitlist