Skip to main content

A client record that remembers every person you serve

Manage individual clients and business accounts in one list, then follow through on tiers, return visits and client feedback.

Go through each client due a return visit on the management screen

Key features

This is the real HOJA management screen with sample data.

01

Client list

Individual clients and business accounts are managed together. Tier, contact details, type and total spend all fit on one row.

  • Individuals and businesses together
  • Filter by tier, source and owner
  • Total spend at a glance
02

Client tiers

Set a discount, credit limit and payment term for each tier, and sales and payments apply them automatically. The number of clients in each tier is shown too.

  • Discounts and limits per tier
  • Clients in each tier
  • Applied automatically to sales
03

Return visits

Choose who to contact ahead of time with rules such as remaining sessions, birthdays or visit cycles. Due dates and progress sit in one table.

  • Clients picked by rules
  • Due dates and status in one table
  • Log the outcome of each contact
04

Client feedback

Feedback from phone, Zalo or the front desk is logged with a priority and an owner, so it gets resolved. Compliments are kept too.

  • Channel and priority
  • Assign an owner
  • Track progress to resolution

Hand it to AI Chat, fine-tune it on the management screen

Once you have an answer, press “Open management screen”. AI Chat folds into a small button at the bottom right, and the real management screen — showing the same data — opens so you can carry on.

  • Ask in your own words

    Just say it naturally, like “Which clients haven't come back in a while?”. HOJA finds the data and sums it up with the evidence, and before it does anything it shows you a preview and the estimated credits first.

  • Adjust it yourself on screen

    Tables, calendars and boards are still there, the way you're used to. Change a filter or fix one record at a time on screen, while AI Chat stays folded in the corner with the same conversation.

Try saying

Type it into AI Chat as it is. You review the result and decide whether to go ahead.

  • Which clients haven't come back in a while?
  • How many VIP clients do we have?
  • List the clients with birthdays this week
  • Show me feedback that hasn't been handled

If your client details are scattered, let's start by bringing them into one list.

Start free trial