Salon CRM Software

Client Management

Know every client like a regular — even on day one.

360-degree client profiles that track every visit, preference, formula, and conversation. The personal touch that keeps them coming back.

No credit card required · 14-day free trial

Client Profile
SM

Sarah Mitchell

VIP340 pts
sarah.m@email.com
(512) 555-0147

Lifetime Value

$4,280

Visits

34

Last Visit

Mar 6

BalayageOlaplexSensitive Scalp

360°

Client Profiles

Smart

Segmentation

Auto

Follow-ups

100%

Visit History

Every detail, every client, at your fingertips.

01Profiles

360° Client Profiles

Everything about your client in one place — contact info, preferences, tags, lifetime value, and upcoming appointments. No more sticky notes or spreadsheets.

Contact & birthday info
Custom tags & segments
Preferred stylist
Lifetime value tracking
JM

Jessica Martinez

VIP Client · Since Mar 2023

Phone(512) 555-0142
Emailjessica@email.com
BirthdayMarch 15
Preferred StylistRachel Torres
VIPBalayage RegularProduct BuyerHigh Value

Quick Stats

Total Visits47
Lifetime Value$8,320
Avg. Ticket$177
Last Visit2 weeks ago
Next AppointmentSat, Mar 28
02History

Complete Visit History

Every appointment, service, product sold, and dollar spent — searchable and sortable. Know exactly what happened last visit before they sit down.

Service & product history
Revenue per client
Visit frequency
Stylist attribution

Complete visit history with services, products, and notes

Balayage + Trim

Mar 12, 2024 · Rachel

Olaplex No.3K18 Mask
$195

Color Touch-up

Feb 8, 2024 · Rachel

Redken Shades EQ
$145

Balayage + Style

Jan 5, 2024 · Rachel

Moroccan Oil
$210
03Segmentation

Smart Segmentation

Automatically group clients by visit frequency, spending, services, or custom tags. Target your VIPs differently than first-timers.

Auto-tag by behavior
Custom segment rules
VIP identification
Lapsed client alerts
VIP Clients42 clients

10+ visits AND $2K+ lifetime

At Risk18 clients

No visit in 60+ days

New Clients23 clients

First visit in last 30 days

Color Regulars67 clients

2+ color services

04Formulas

Hair Formula Tracking

Save color formulas, processing times, and stylist notes per client. Never guess a formula again — it's all right there in the profile.

Color formula history
Processing notes
Product preferences
Allergy alerts

Save and track hair formulas for every client — never guess again

Mar 2024

Balayage: 20vol + 9N base, 30vol + High Lift Blonde (freehand)

Leave on 35 min, tone with 9V Shades EQ

Jan 2024

Root shadow: 6N Shades EQ gloss, process 20 min

Client prefers cooler tones — avoid warm golds

05Retention

Automated Follow-ups

Birthday emails, rebook reminders, and re-engagement campaigns trigger automatically based on client behavior. Set it once, retain clients forever.

Birthday auto-emails
Rebook reminders
Win-back campaigns
Review requests
🎂

Birthday in 3 days

Send $20 gift card email

Scheduled
📱

No visit in 45 days

Send rebook reminder SMS

Auto

After appointment

Send review request

Auto
💎

VIP anniversary

Send thank-you + 15% off

Scheduled

Client 360 — everything in one place.

Profile, history, formulas, and notes — all in one tabbed view. Your stylists will love it.

JM

Jessica Martinez

VIP Client · Since Mar 2023

Phone(512) 555-0142
Emailjessica@email.com
BirthdayMarch 15
Preferred StylistRachel Torres
VIPBalayage RegularProduct BuyerHigh Value

Quick Stats

Total Visits47
Lifetime Value$8,320
Avg. Ticket$177
Last Visit2 weeks ago
Next AppointmentSat, Mar 28

Trusted by salon professionals

The CRM is incredible. I know my client's color formula, preferred products, and even their dog's name before they sit down. That personal touch keeps them coming back.

Marcus Chen

Senior Stylist · Strand Studio, Portland OR

CRM questions, answered.

Know every client like a regular

Start building deeper client relationships today. Import your list in minutes.

No credit card required · 14-day free trial