All client information in one place.
Complete profiles with contact info, preferences, stay history, transport details, and Tracfin compliance — automatically imported into bookings and contracts.
Customer Database
| Name | Contact | Nationality | Status | Stays | Created | Actions |
|---|---|---|---|---|---|---|
James Anderson | james.anderson@email.com +1 555 123 4567 | USA | VIP | 5 | Jan 2022 | |
Sophie Martin | sophie.martin@email.com +33 6 12 34 56 78 | France | Active | 3 | Mar 2023 | |
Marcus Weber | m.weber@email.com +49 170 123 4567 | Germany | Active | 2 | Jun 2023 | |
Elena Rossi | elena.rossi@email.com +39 333 123 4567 | Italy | New | 1 | Nov 2024 |
Complete client profiles
Store everything you need to know about each client — from personal details to preferences and travel history.
James Anderson
VIP ClientPreferences
Restaurants
Le Tamarin
Bonito
L'Isola
Activities
Sailing
Snorkeling
Wine tasting
Budget
$50k-80k per stay
Stay History
Villa Soleil
Dec 15-22, 2024
$28,500
UpcomingVilla Azure
Dec 20-27, 2023
$24,000
CompletedVilla Soleil
Apr 10-17, 2023
$18,500
CompletedTransport History
Car Rental
Top Loc • Range Rover
$2,400
Arrival
Private Jet • SXM → SBH
N/A
Automatic Tracfin file generation
The CRM automatically collects and organizes all required documents for Tracfin compliance. Generate complete files with one click.
Tracfin Documents
Automatic data import
When creating a booking or contract, client information is automatically imported — no need to re-enter anything. Just select the client and go.
Ready to manage your clients professionally?
Complete profiles, automatic data import, and Tracfin compliance — all in one place.
No contract. No setup stress. Ready in 24 hours.
Frequently Asked Questions
Everything you need to know about customer management
How do I add a new client?
Click on the 'Add Client' button in the customer list preview section.
What information is stored in client profiles?
Client profiles store contact info, preferences, stay history, transport details, and Tracfin compliance.
How does automatic data import work?
When creating a booking or contract, client information is automatically imported — no need to re-enter anything.
What is Tracfin compliance?
Tracfin compliance ensures that all required documents are collected and organized for regulatory requirements.
Explore all features
Discover all the tools that make VillaCRM the complete solution for St Barth villa management.