An address book shaped to your organization
Activiteez brings every contact into one workspace: individual or business customers, occasional or regular members, suppliers, employees, and partners. You define categories to organize the book the way you run operations on the ground, not as a generic contact list.
Your team handles the most common tasks in a few clicks:
- create or enrich a record with booking and purchase history;
- find a contact by name, category, or group;
- process multiple records at once with groups (campaigns, follow-ups, batch actions).
Configure records and automations
Add custom fields to store what matters for your business (license, level, contract, preferences, and more). Each profile reflects your operating reality instead of a fixed template.
The account balance shows at any time who owes you money and whom you owe—useful for credits, carry-forwards, or adjustments before period close. Brevo integration adds a contact to a mailing list when they register for an activity, with no manual export or list copy-paste.
For memberships and reload cards, create plans with or without an expiry date, top up an account, and track remaining balances in sync with the cash register and online registration.
A typical day from record to membership debit
- You onboard a new customer or supplier: record created, category and fields completed.
- Activity registration can trigger Brevo subscription, self-service membership debit, or balance update.
- At the desk, the cash register debits a membership, credits an account, or records payment according to the chosen flow.
- At end of day, you review balances, affected groups, and history to prepare follow-ups or exports.
One thread links the address book, registrations, and collections—less duplicate entry between front desk and cash desk.
Visibility and lasting relationships
Up-to-date records, clear balances, and traceable history reduce misunderstandings with customers and partners. Groups and exports support newsletters, membership renewals, or accounting prep without rebuilding a database by hand.
Memberships, top-ups, and debits at the desk or online give everyone a clear view of entitlements and due dates—for your team and for members in self-service.
In short: a structured customer and subscriber book means less scattered information, better control over accounts, and smoother relationships from first contact through renewal.
