CRM for Salons

Know every one of your clients as if they were your only one

Client profiles with complete history, preferences, allergies, colour formulas and spending metrics. Detect at-risk clients, build loyalty automatically and increase your salon's average ticket.

Do you really know your clients?

Without a CRM, you are losing valuable information every day that could help you retain clients and sell more.

Histories lost in notebooks

Colour formulas, preferences and allergies get lost in notebooks or scattered phone notes. <strong>Every time a client returns, you start from scratch.</strong>

Clients who do not come back and you do not know why

Without tracking, it is impossible to know which clients have stopped coming. <strong>A client who has not returned in 30+ days is at risk</strong> of going to a competitor.

No visibility into each client's value

You do not know how much each client spends per month, their average ticket or who your most profitable clients are. You have information but <strong>do not turn it into action.</strong>

Missed birthdays and occasions

Without an alert system, you miss your best clients' birthdays. <strong>A personalised message on their day can generate an extra appointment</strong> and strengthen the relationship.

The CRM your salon needs

All your client information centralised, accessible and actionable.

Complete client profile

Contact details, visit history, services performed, products purchased, colour formulas, allergies and preferences. All in one place.

Detailed visit history

Every visit is recorded with date, service, professional, amount and notes. You can see the complete evolution of the relationship with each client.

Saved colour formulas

Save the exact mixes and shades you used on each client. Never again will you have to guess what formula you used last time.

Tags and segmentation

Tag clients by type (VIP, new, inactive) and create automatic segments for targeted marketing campaigns.

Notes and reminders per client

Add private notes to each profile: preferences, upcoming service reminders, important details you do not want to forget.

Group and family management

Link related clients to see the total value of each family and manage joint appointments easily.

Advanced CRM features

Professional tools to know, segment and retain your clientele.

Advanced search

Find any client instantly by name, phone, email or tag.

Billing history

See all tickets and invoices for each client with full breakdown.

Upcoming appointments

Check each client's future appointments directly from their profile.

Data export

Export your client base to CSV for external email marketing campaigns.

Personal booking link

Each client gets a direct link to book without searching the website.

Birthday alerts

Receive automatic notifications for your clients' birthdays.

Client profile in SalonBot
Complete profile with history, preferences and metrics
Client dashboard
Overview panel with client metrics and segments
What I value most is having all the information for each client in one place. Before, I lost colour formulas and preferences between notebooks. Now I open the profile and have everything: from Maria's allergy to the exact shade Carmen likes. My clients notice the difference.

Lucia FernandezSalon Lucia & Co, Valencia

Frequently asked questions about the client CRM

What information can I store in each client's profile?

SalonBot's client profile is very comprehensive and lets you store all relevant information: contact details (name, phone, email), complete visit history with dates and services performed, colour formulas used in each session, allergies and sensitivities, preferences and favourite products, private notes from the professional, custom tags for segmentation, and automatic metrics such as number of visits, total accumulated spend, average ticket and date of last visit. All this information is updated automatically with each appointment and payment, without needing to enter data manually.

How do I detect clients at risk of leaving my salon?

SalonBot automatically detects at-risk clients, defined as those who have not visited your salon in over 30 days. The system marks them visually in your client list and you can set up automatic alerts to receive notifications when a client enters this category. You can also activate automatic workflows that send a personalised WhatsApp message to these clients offering a discount or reminding them of services they usually have. This early detection lets you act before the client leaves for a competitor, recovering up to 25% of clients who would otherwise have been lost.

Can I segment my clients for marketing campaigns?

Yes, SalonBot lets you segment your client base using multiple criteria: custom tags you create yourself (VIP, new, frequent, inactive), history of services performed, visit frequency, total spend or average ticket, products purchased, and date of last visit. You can combine several criteria to create very specific segments, such as clients who have had highlights in the last 3 months with a spend above 50 EUR per visit. These segments can be used to send targeted WhatsApp campaigns directly from SalonBot, without needing external tools.

Does the CRM save each client's colour formulas?

Yes, one of the most valued features of SalonBot's CRM is the detailed colour formula log. On each visit you can note the exact mix you prepared: base shades, developer used, proportions, exposure time and final result. The next time the client comes, you open their profile and have all the information to reproduce the result or make adjustments. This eliminates the need to search through old notebooks or try to remember from memory, and ensures a consistent result that your clients greatly appreciate.

Can I export my client data?

Yes, SalonBot lets you export your entire client database in CSV format with one click. The file includes all available fields: contact details, visit history, spend metrics, tags and notes. You can use this file to import data into email marketing tools like Mailchimp or Sendinblue, perform custom analyses in Excel, or simply keep a backup of your information. The export complies with GDPR privacy regulations in force in Spain.

How does birthday detection work?

SalonBot automatically detects your clients' birthdays if their date of birth is recorded in their profile. The system notifies you in advance so you can send a personalised message, offer a special discount or prepare a small gift. You can also set up an automatic workflow that sends a WhatsApp birthday greeting with a discount code for their next appointment. This personalised attention strengthens the relationship with your clients and generates additional bookings naturally. Many salons report that their clients greatly appreciate this thoughtful gesture.

Start getting to know your clients properly

Try SalonBot's CRM free for 14 days. Complete profiles, segmentation and automatic loyalty tools.

No lock-in
All modules
Unlimited users
Support included
WhatsAppFree trial