What CRM & Workflow Automations does
Every other module in the snapshot — the caller, the chatbot, the texts, the reviews — feeds into one place: your CRM. This is the brain. It remembers every client, knows where each one stands, and quietly fires off the right action at the right time. Without it, you’ve got scattered notes and a head full of “I really should text her about rebooking.” With it, the salon runs itself in the background.
It gives you three things working together:
- Pipelines — a clear view of where every client is: a new enquiry, a booked first-timer, a loyal regular, a lapsed client to win back. You see the whole salon at a glance.
- Tags — every client labelled by what they actually do: balayage client, colour-and-cut, extensions, retail buyer, weekday-only, big spender. So the right message reaches the right person.
- Automated workflows — the “when this happens, do that” rules that connect everything: a no-show triggers a rebooking flow, a lapsed regular triggers a win-back, a new client triggers a welcome sequence.
A lapsed regular — scattered notes vs CRM workflows
A loyal colour client stops coming in → nobody notices for months → she's found a new salon by the time anyone thinks of her → the relationship is gone with no idea why
The CRM flags she's overdue → a warm win-back message fires automatically with a reason to return → she rebooks before she's even looked elsewhere → tagged and tracked from then on
How it works
The workflows are built around the moments that matter to a salon, and they trigger off real events:
- New enquiry → tagged, dropped into the pipeline, and sent a welcome sequence.
- First visit done → moved to a nurture flow with a rebooking prompt.
- Becomes a regular → tagged by service and spend so offers can be targeted.
- Goes quiet → automatically flagged and dropped into a win-back flow.
- Special dates → birthday or anniversary messages can fire on their own.
It ships with these flows pre-built. During onboarding we adapt the pipeline stages, tags, and triggers to how your salon actually works.
Quiet, compliant, and tidy
The CRM keeps every client’s full history in one record — every call, chat, text, and visit — so anyone on the team can pick up where things left off. All the messaging it triggers runs on the same opt-in and STOP rules as the rest of your texting, so the automation stays compliant by default. Nothing is duplicated, nothing is forgotten.
Where the human stays in the loop
The workflows handle the routine remembering and triggering. Where judgment matters — a VIP client who needs a personal touch, a delicate situation, a tailored offer — the CRM surfaces it for a human with the full history attached. You get an organised, self-running back office without losing the personal relationships that keep clients loyal.
See the pipelines and win-back workflows running
Do I have to build all the pipelines and workflows myself?
No — they ship pre-built around how salons actually work. During onboarding we adapt the stages, tags, and triggers to your specific salon.
How does it win back lapsed clients?
When a regular goes quiet for longer than usual, the CRM flags them automatically and fires a warm win-back message with a reason to return — often before they've settled on a new salon.
Will it keep the messaging compliant?
Yes. Every workflow that texts a client runs on the same opt-in and STOP rules as the rest of the system, so the automation stays compliant by default.
Can I still handle my VIPs personally?
Absolutely. The CRM surfaces the clients who need a personal touch with their full history attached, so a human steps in exactly where it matters.