OPERATIONS · CLIENT JOURNEY All-in-one CRM, Marketing & Automation

Run Your Entire
Client Journey & Operations From One Place

GEVADE CRM combines an all-in-one inbox, scheduling, pipelines, payments, automations and reporting into a single platform — so you can manage leads, clients and alumni without juggling multiple tools.

One login for marketing, CRM, automations and operations · No contracts · Cancel anytime before billing.

GEVADE Dashboard · This Month
New Leads
248
Pipeline Value
$82,400
Conversion Rate
27%
Client Journey · Key Stages
New Leads 92
Booked Appointments 61
Active Clients 37
Alumni / Past Clients 143

One Inbox for Every Conversation

Stop chasing messages across apps. GEVADE CRM unifies SMS, email, Instagram DMs, Facebook DMs, Google chat messages and your website chat widget into a single thread for each contact.

  • • View every message from a client in one clean timeline.
  • • Reply from GEVADE and we send it via the right channel.
  • • Keep your team aligned with a shared, all-in-one inbox.

When your inbox becomes your operations hub, clients never slip through the cracks again.

Unified Inbox
SMS·Email·IG·FB·Google
Client (SMS)
Hey, can I reschedule my booking to Thursday?
You (GEVADE)
Absolutely! Here’s a link to choose a new time 👉
Client (Instagram DM)
Just booked, thanks so much!

AI, Power Dialer & Missed-Call Text-Back Built-In

Keep conversations flowing whether you prefer messaging, calling or automation. GEVADE CRM makes sure every contact feels supported, even when you’re busy with another client.

Conversational AI Bot

Use our AI bot to answer questions, solve problems and book appointments automatically — so your leads get instant help 24/7.

Built-in Power Dialer

Call through your contact lists with one click or drop pre-recorded voicemails at scale, directly from GEVADE.

Missed Call Text Back

If a client calls and you can’t answer, GEVADE automatically sends a text asking how you can help — so they always feel looked after.

AI Chatbot
“Can I book a consultation for next Tuesday?”
GEVADE AI: “Absolutely! Here are the times we have available on Tuesday…”
Power Dialer
Auto-call a list of leads and drop a voicemail for those who don’t pick up — all from your browser.
Missed Call Text-Back
Client calls while you’re in a meeting.
GEVADE: “Sorry we missed your call! How can we help today?” → They reply by text → You or your AI bot continues the conversation.

Smart Calendars for Every Appointment Type

Discovery calls, recurring sessions, classes or group bookings — GEVADE CRM gives you flexible calendar types that keep your schedule under control.

  • • Single event calendars for one-off calls or consults.
  • • Recurring calendars for weekly or monthly sessions.
  • • Class calendars for group sessions.
  • • Group calendars to manage multiple rooms or services at once.

GEVADE integrates with Google, Outlook and Apple calendars so you never double-book.

Booking Page · Example
Choose a time that works for you:

Follow Every Contact Through the Entire Client Journey

On the Opportunities screen, you can see exactly where every contact is — lead, active client or alumni — and automate what should happen at each stage.

  • • New lead → nurture sequence
  • • Booked appointment → reminders + preparation emails
  • • New client → onboarding workflow
  • • Active client → upsell & retention campaigns
  • • Alumni → reactivation & referral flows

Use workflows to automate payments, proposals, drip campaigns, review requests and more — so your business runs on autopilot.

Example Workflow · Lead → Client
Trigger
Lead fills out form
Action 1
Send welcome email + SMS
Action 2
Offer booking link
Action 3
Follow-up if not booked
Outcome
Lead books an appointment, receives reminders, and moves into your client pipeline automatically.

Know Exactly What’s Working — and What’s Not

GEVADE CRM gives you reports on lead sources, attribution, calls, appointments and revenue — so your decisions are powered by data, not guesswork.

Lead Source Reports

See exactly where your leads are coming from — ads, social, referrals, SEO — and how much each source is worth.

Attribution & Call Tracking

Connect calls and conversions back to specific campaigns and channels to understand true ROI.

Appointment & Revenue Reports

Track bookings, show-up rates, close rates and revenue trends over time — in one simple dashboard.

Run Your Marketing, CRM & Operations From One Engine

GEVADE CRM is more than a marketing tool — it’s the operational backbone for your entire client journey, from first contact to long-term alumni.

Frequently Asked Questions
About GEVADE Operations

Everything you need to know about running your client journey, scheduling, automations and daily operations inside GEVADE CRM.

How does GEVADE CRM help me manage daily operations?

You get one platform for your inbox, calendars, pipelines, payments, reminders and client journey stages. No switching between apps — GEVADE centralises the entire workflow.

Will GEVADE replace my scheduling and calendar tools?

Yes. GEVADE includes smart calendars for single appointments, recurring bookings, classes and group schedules. It syncs with Google, Outlook and Apple to prevent double-booking.

Does GEVADE automate follow-ups and reminders?

Absolutely. From lead nurturing to booking reminders, onboarding sequences, upsells and alumni reactivation — GEVADE automates every stage of your client journey.

Is the system easy for my team to use?

Yes. Everything is visual, simple and designed for fast adoption. Your team can manage conversations, tasks, bookings and pipelines without any technical experience.

Can GEVADE handle high-volume operations?

GEVADE is built for scalability — whether you’re managing 10 clients or 10,000. Pipelines, automations, segmented calendars and reporting keep your operation organised at any size.

How does GEVADE support my team during busy days?

The unified inbox, AI assistant, missed-call text-back and automated workflows ensure that clients always receive a response — even when your team is fully booked or unavailable.

Can I connect GEVADE to the tools I already use?

Yes. You can integrate using Zapier for advanced connections, or use our native syncs with calendars, email and communication channels.

Control Your Entire Client Journey From One Platform

From first enquiry to long-term retention, GEVADE CRM unifies scheduling, messaging, pipelines, automations, payments and client management — all in one powerful engine.