For Boostkit clients
The CRM I run for my clients
Boostkit is where a local business keeps its customers, its diary and its enquiries. It takes online bookings, sends the confirmations and reminders, and keeps every message, invoice and review beside the customer it belongs to.
Access is by invitation. There is no public sign-up.
- Who runs it
- Matt West, trading as Boostkit through West Media Limited, London. VAT number GB511032558.
- Who it is for
- The businesses I work with, and the staff they choose to give access to.
- How you get in
- By invitation. You sign in with the email address your invitation was sent to.
- Where the data sits
- In a database in Europe (Ireland). The app is served from London.
What it does
Each client has their own account, with only the parts they use switched on. Nothing here is shared between one client and another.
Contacts
One record for each customer, with their notes, tasks, tags, bookings, messages and invoices in the same place.
Diary and online booking
Services, staff and appointments in a shared diary, and a booking page customers use to book themselves in, with a card deposit where the business asks for one.
Pipeline
Enquiries move through stages the business sets. New leads from a website or a Facebook lead form arrive as contacts on their own.
Forms
Enquiry and intake forms the business builds and shares by link. The answers are saved against the contact.
Messages
Email and text conversations with customers in one inbox, and email campaigns that anyone can unsubscribe from in one press.
Automations
Rules the business sets up, such as a confirmation when someone books, a reminder before the appointment or a task when a lead arrives.
Invoices and payments
Invoices with a page the customer can pay on. Card payments go straight to the business's own Stripe account.
Reviews
A business can read and reply to its Google reviews, and ask a customer for a review by email after a visit.
Social posts
Posts written once and published, now or at a set time, to the business's Facebook Page and Google Business Profile.
Who it is for
I am Matt West. I work with local businesses as Boostkit, and Boostkit is the system I set up for those clients so that an enquiry, a booking and a payment all end up in one place.
It is used by the people who run those businesses and by the staff they give access to: the owner checking tomorrow's diary, the person on the front desk replying to a message, the therapist looking at their own appointments.
Their customers meet it only on the pages a business shares with them: a booking page, a form, an invoice or an unsubscribe link. Those pages need no account.
There is no public sign-up. I set up each client's account myself and invite the people who need it by email. If you have been invited, sign in with the address the invitation was sent to.
How it uses Google and Facebook data
A client can connect their own Google and Facebook accounts so the CRM can do specific jobs for them. Connecting is always the client's choice, it asks only for what each job needs, and it can be removed at any time.
Google Business Profile
What it reads
The business locations the person connecting can manage, and the reviews left on the one they choose.
What it does with it
Shows those reviews in the CRM, sends the replies the business writes, and publishes the posts the business writes.
Google Calendar
What it reads
The list of a staff member's calendars, and when the events on the ones they choose start and end.
What it does with it
Stops customers booking over a time the person is busy, and adds each appointment to the calendar they pick.
Facebook Pages and lead ads
What it reads
The Pages the person connecting manages, the lead forms on the Page they choose, and the leads those forms collect.
What it does with it
Publishes the posts the business writes to its Page, and turns each new lead into a contact for that business.
What never happens to that data
- I never sell it, and never give it to data brokers.
- I never use it for advertising of my own.
- It is never used to train artificial intelligence or machine learning models.
- One client's data is never shown to, or mixed with, another client's.
- Google data is never sent to Meta or to any advertising service.
Data from a connected account is used only to show and run the features above for the client who connected it. Nothing is sent to Meta or any advertising service unless a client switches that on for its own account.
A client that advertises on Facebook can add a step to an automation that tells its own Meta account when a lead came in or a sale was made. That step sends a plain event name such as Lead or Purchase, the time, and contact details that are hashed first. Some clients are clinics, so it never sends form answers, service or treatment names, appointment details, notes or messages.
The privacy notice sets out exactly what is read, where it is kept and who handles it. The data deletion page explains how to have your data removed, and the terms cover use of the app.