Business operating system

Built for businesses that live on direct client conversations

Noran Shine CRM is a complete client management system that covers your clients' entire lifecycle — from the first conversation, through booking and payments, to collecting reviews. Your built-in AI assistant already knows your business, and every client in it: it's read your knowledge base, plus every call, email, and DM on each client's record.

When a call ends, the transcript becomes a follow-up email and text, a task list, and notes on the client's record — each ready to send in one click.

Noran Shine CRM dashboard showing today's appointments, monthly booking and revenue stats, a client overview chart, and recent Google reviews at a glance.

In private beta — and already running a real business.

A working photography studio runs on Noran Shine every day, right now — bookings, payments, follow-ups, client records, all of it. Built to run a business, not to demo one.

Join the Waitlist

What you get

  • One inbox for Instagram & Facebook DMs
  • Call transcripts turned into a follow-up email and text, tasks, and notes, one click each
  • A knowledge base that teaches the AI your business — pricing, templates, even your voice
  • A client record that starts itself — from a DM, a form, a call, or a text — and remembers everything after, even their family
  • Booking, invoicing, and Stripe payments
  • Automations you describe in plain English
  • Review requests that go out — and follow up — automatically
Instagram & Facebook messaging

How Noran Shine CRM uses Instagram & Facebook messaging

Noran Shine CRM connects to your Instagram professional account and Facebook Page so you can manage customer conversations inside the CRM. Here is exactly what each capability does and why it is requested.

Read & reply to Instagram DMs

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When a customer messages your connected Instagram professional account, the conversation appears in your CRM inbox. You read the message and reply directly — keeping every customer inquiry in one organized thread.

Manage Facebook Messenger conversations

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Messages sent to your connected Facebook Page are received in the same inbox. You respond to questions, share booking links, and resolve requests without leaving the CRM.

Identify and organize the customer

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We use basic profile details (such as name and the connected account/Page) to attach each conversation to the right contact record, so repeat customers are recognized and history is preserved.

Respect customer choices

Deauthorize & data deletion

If you disconnect your Instagram or Facebook account, we stop receiving messages and honor data-deletion requests — see the Data Deletion page in the footer.

We only access the messages and basic profile information needed to deliver these features, and only for the accounts you explicitly connect. You can disconnect at any time.

Conversation Follow-up

Finish the call, and Noran Shine does the paperwork. You get detailed notes saved straight to the client's profile, a task list of what to do next, and a follow-up email and text message — both drafted from the call, each ready to send with one click, or dismiss if you don't need it.

Call transcript screen for a client call, with an AI-generated note draft, key concerns and next steps, and suggested follow-up email, SMS, and phone-script actions ready to send.

Your Business, on Record

Point it at your own website, and Noran Shine reads it — pulling out what matters and turning it into knowledge base entries automatically. Drop in a PDF, a document, or a photo of your price list, and it does the same. Or just tell the AI assistant what to add, in plain conversation. However it gets there, the AI files it into the right category for you — you don't have to.

Thirteen categories keep it organized — Email Templates, SMS Templates, FAQ, Sales Scripts, Booking Flow, Client Experience, Products & Pricing, and more — plus a category just for your voice, so the drafts it writes sound like you, not generic AI copy. See exactly where any entry is being used, and switch entries on or off any time, without ever deleting them.

It's not just reference material, either: when an automation sends a message, it pulls from the email and text templates you've stored here. Add your pricing once, and the assistant can quote it back accurately, every time.

Knowledge Base screen listing organized categories like Business Info, FAQ, and Email Templates, next to an assistant panel to upload documents, paste a URL, or describe what to add.

Every Client, Fully Known

Every inbound touch starts a client record — an Instagram or Facebook DM, an inbound email, a website form, a booking, a referral, a phone call, or a text. Someone calls or texts a number you've never seen before, and a profile exists from that moment — taggable, notable, bookable, invoiceable — built from whatever the channel gave you. Nothing is lost while you work out who they are. Add to it over time, and everything grows your client base.

Every record carries a full activity timeline that builds itself: notes, calls, emails, SMS, DMs, tasks, appointments, payments, forms, and every automation that fired — all on one filterable timeline, not spread across separate tools.

It remembers the details that make a relationship personal — birthdays, timezones, even a client's kids and pets. And it's the only place that tracks family members by name and relationship — spouse, partner, child, parent, sibling — so you never have to ask who someone is talking about twice.

Every client moves through a clear lifecycle — lead, prospect, active, past, inactive — so you always know where they stand. And when someone opts in to hear from you, Noran Shine keeps the receipt: the exact text they agreed to, the timestamp, the form, and the IP address it came from. You can prove what they agreed to.

The same person can reach you on more than one channel and arrive as separate records. When you spot it, merge them into one client — the whole history moves with them: tags, notes, family members, tasks, appointments, transcripts, invoices, every conversation. From that moment on, messages on either channel land on the one record, not a new duplicate. Merging is something you choose to do, on purpose — Noran Shine will never quietly combine two of your clients on its own.

Client record showing contact details, booking info, tags, a signed consent record, and a full activity timeline of calls, emails, and texts.

Payments

Manage your products and services in one catalog. Send invoices and estimates with sales tax applied automatically — a rate you configure per product or per line item, tracked for reporting. Track payment status from sent to paid, all on Stripe's secure infrastructure.

Coming soon: recurring payments.

Booking

Book clients in yourself, or send them a link and let them pick a time that works. However the appointment comes in, it lands straight on the client's record — no double entry, no back-and-forth over text. Share your booking link in a DM, an email, or your bio, and consultations go straight onto your calendar.

Automations

Decide what should happen when a client submits a form or books a consultation — describe it in plain English, and Noran Shine builds it for you.

Here's one running right now. The Consultation Booking Workflow: the moment a consultation is booked, it creates a prep task, notifies you with the booking details, sends the client a confirmation text, then reminds them again 2 hours and 15 minutes before the session. One sentence, four things handled.

Track every client moving through it on a visual board, grouped by step — Prep Task Created, Confirmation SMS Sent, 2-Hour Reminder SMS, 15-Min Reminder SMS — so you always know who's coming up next.

Or start simpler: a prospect fills out your contact form, gets a welcome email right away, and if they haven't booked within two days, you get notified to follow up personally.

What's Coming Next

We're building fast — here's what's next.

Coming soon

Marketing automation

Campaigns and audience-building that use what the CRM already knows about each client.

Coming soon

Financial planning

Forecasting and reporting on top of the invoices and payments already flowing through.

How it works

1

Every conversation starts or updates a client record

a DM, an email, a form, a call, or a text all create the same kind of profile, automatically.

2

Your AI assistant works in the background

it's read your knowledge base and every client's history, so it has context before you ask.

3

Calls turn into follow-ups automatically

notes, tasks, and a ready-to-send email and text.

4

Automations run the routine work

built from a plain-English description, approved by you.

5

Book, invoice, and collect reviews

all without leaving the client's record.

Join the Waitlist

Noran Shine CRM is in private beta. Leave your email and we'll reach out when a spot opens up.