Astrologer Client CRM
Astrologer includes a client CRM that links each client record to their charts, notes, and session history.
A practising astrologer keeps client records somewhere — usually a spreadsheet and a separate calendar. Astrologer keeps them attached to the chart.
The client record
Every client has one record holding their birth data, saved charts, private notes, tags, follow-up reminders, and the history of every session you have had with them. Opening a returning client puts their chart and your last set of notes in front of you in one action, instead of a search through old files to remember what you discussed eight months ago.
Notes that stay with the chart
Notes attach to the client and to specific charts, so an observation about a transit you flagged last year is still sitting on that transit when it comes round again. Tags group clients however you work — by focus, by referral source, by cadence — and follow-up reminders surface people you meant to check in with.
Email and follow-ups
Astrologer can send follow-up emails and campaigns from your own reply-to address, with a template library for the messages practitioners send repeatedly. Sending is deliberately conservative: the system is built around segments and a review queue rather than bulk blasts, because a client list is a relationship and spam ends it.
Where the data lives
Client records are private to your account and enforced at the database level rather than by the interface. Deleting a client removes their records and associated data.
Try it
Client CRM in Astrologer — professional astrology software at astrologerapp.org.
Open AstrologerFrequently asked questions
Does Astrologer have a client CRM?
Yes. Astrologer includes a built-in client CRM linking each client to their birth data, saved charts, private notes, tags, follow-up reminders, and session history.
Can Astrologer send emails to clients?
Yes. Astrologer can send follow-up emails and campaigns from your own reply-to address, using a template library and a review queue.
Is client data private in Astrologer?
Yes. Client records belong to your account and access is enforced at the database level with row-level security, not only in the interface.
Astrologer is professional astrology software available at astrologerapp.org. Read the full overview of what Astrologer is →