👥 Client CRM
Know Every Client
Like a VIP
Every visit, service, preference, and spend captured automatically. Build deeper relationships and turn one-time visitors into loyal regulars — with zero manual effort.
👤 Client Profile — Priya Sharma
P
Priya Sharma
⭐ VIP Client · Member since Jan 2024
📞 +91 98765 43210 · 🎂 Apr 12
24
Visits
₹42k
Lifetime
480
Points
PREFERENCES & NOTES
Prefers Sunita · Allergic to ammonia · Loves ash tones · Drinks green tea while waiting
🎂 Birthday in 5 days — Offer message scheduled automatically ✓
360°
Complete Client View
2x
Higher Repeat Visit Rate
Auto
Birthday & Follow-up Messages
∞
Unlimited Client Profiles
🧠 Intelligence Built In
Every Client Detail,
Always at Your Fingertips
Stop relying on memory or paper notes. Wellnito builds a rich profile for every client automatically — updated after every visit.
1
Profile Created on First Visit
The moment a client's phone number is entered, a profile is created. Every visit, service, and payment adds to it automatically from that day forward.
2
Preferences & Notes Saved
Add allergies, product preferences, staff preferences, skin type, hair notes — anything your team needs to deliver a personalised experience every single visit.
3
Smart Segments Built Automatically
Wellnito automatically segments your clients by visit frequency, spending level, last visit date, and preferred services — ready to target with campaigns.
4
Automated Outreach at the Right Moment
Birthday messages, win-back offers for lapsed clients, and post-visit feedback requests all fire automatically — you just set the rules once.
👤
360° Client Profiles
Full visit history, services used, amounts paid, staff preferred, notes, allergies, and product preferences — all in one view.
🎯
Smart Segmentation
Filter clients by visit frequency, total spend, days since last visit, preferred service — create laser-targeted WhatsApp campaigns.
🎂
Birthday & Anniversary Automation
Personalised birthday messages with exclusive offers fire automatically — your clients feel remembered without you doing anything.
⭐
Post-Visit Feedback
Automated feedback requests after every visit. Happy clients (4-5 stars) get a follow-up asking them to leave a Google review.
🔁
Win-Back Campaigns
Clients who haven't visited in 30, 60, or 90 days are automatically messaged with a personalised re-engagement offer.
📊
Retention Analytics
See your repeat visit rate, average days between visits, and churn rate — and spot exactly where you're losing clients.
🏷️
Tags & Custom Labels
Tag clients as VIP, Walk-in, Referred, Corporate, Student — and filter or target them separately for campaigns or reports.
📋
Visit Notes
Staff can add private notes after each visit — "used shade 7.1 with 20 vol developer" — visible to all staff on next visit.
💬 Customer Story
★★★★★
"My stylists used to ask clients what colour they had last time — now it's right there on the screen when they walk in. The notes and preferences feature alone has transformed how personalised our service feels. Our repeat visit rate went from 38% to 61% in six months."
M
Meena Patel
Owner, Serenity Salon — Bandra, Mumbai
🔗 Connects With
CRM Powers Everything
📲
WhatsApp Marketing
Use CRM segments to send targeted campaigns — birthday offers, lapsed client win-backs, and more.
🎁
Loyalty & Memberships
Points, wallet balance, and active packages all live on the client's CRM profile — visible at billing.
📅
Appointments
Every appointment adds to the client's visit history. Staff see preferences before the client even arrives.
Know Every Client. Grow Every Relationship.
Start building richer client profiles from day one — automatically, without any manual data entry.