Building lasting client relationships is vital in the beauty industry. Vtiger’s CRM Module centralizes client information, allowing businesses to personalize service offerings based on client preferences and history.

​

• Key Features:

  • Detailed client profiles, including preferences, appointment history, and notes.

  • Customizable fields for skin/hair types, allergies, and service preferences.

  • Automated follow-ups for birthdays, special events, or post-treatment care.

  • Personalized service recommendations based on past purchases and treatments.

• Engaging clients and promoting special offers keeps clients returning. Vtiger’s Marketing Module automates email campaigns, SMS reminders, and social media engagement to drive client loyalty.

​

• Key Features:

  • Email and SMS campaigns to promote new services, discounts, and events.

  • Targeted marketing for specific client segments based on service history.

  • Customizable templates for loyalty program invitations and reminders.

  • Performance analytics to track campaign effectiveness and client engagement.

Rewarding loyal clients strengthens retention and increases visits. Vtiger’s Loyalty Program Module tracks points and rewards based on client purchases, encouraging repeat business.

​

• Key Features:

  • Point-based loyalty program setup based on purchases or referrals.

  • Automatic rewards and discounts applied to qualifying clients.

  • Tracking of loyalty program performance and client participation.

  • Integration with CRM to enhance client profiles with loyalty points.

Managing beauty products, equipment, and supplies ensures availability and helps avoid shortages. Vtiger’s Inventory Module allows beauty businesses to track stock levels, supplier orders, and expiration dates.

​

• Key Features:

  • Real-time tracking of product inventory with low-stock alerts.

  • Supplier management for ordering and reordering products.

  • Integration with sales to deduct product usage per service.

  • Expiry tracking for perishable beauty products.

Streamlining the checkout process enhances client experience. Vtiger’s Sales Module integrates with POS systems, enabling easy tracking of product sales, payments, and invoices directly in the CRM.

​

• Key Features:

  • POS integration for fast and secure transactions.

  • Product sales tracking by staff, service, and location.

  • Automated invoicing and receipts linked to client profiles.

  • Detailed sales reports to monitor popular products and services.

Managing multiple services requires organization and flexibility. Vtiger’s Service Management Module lets beauty businesses create service catalogs, set pricing, and manage staff availability for each service.

​

• Key Features:

  • Customizable service catalog with pricing, descriptions, and duration.

  • Staff availability linked to specific services (e.g., specialized treatments).

  • Service scheduling with time allocations to optimize booking slots.

  • Integration with client profiles for personalized recommendations.

Understanding client satisfaction is essential for improving service. Vtiger’s Feedback Module collects feedback after appointments to gauge satisfaction and identify areas for improvement.

​

• Key Features:

  • Automated post-appointment surveys to measure client satisfaction.

  • Feedback tracking to monitor trends and make service adjustments.

  • Integration with CRM for personalized responses to feedback.

  • Reports on client satisfaction trends by service, location, and staff.

Automating routine tasks allows beauty businesses to focus on enhancing client experiences. Vtiger’s Workflow Automation Module streamlines operations, from appointment reminders to inventory orders.

​

• Key Features:

  • Automated appointment reminders and post-appointment follow-ups.

  • Custom workflows for inventory reordering based on usage trends.

  • Visual editor to design workflows tailored to business needs.

  • Notifications for essential tasks, such as restocking supplies or service follow-ups.

Efficient billing is crucial for ensuring timely payments and accurate records. Vtiger’s Billing and Invoicing Module simplifies client billing, tracks payments, and integrates with financial systems.

​

• Key Features:

  • Automated invoicing with customizable templates.

  • Tracking of payments by clients and services.

  • Integration with payment gateways for easy client transactions.

  • Financial reports to analyze revenue by service and client.

Analyzing business performance helps identify growth opportunities and improve client satisfaction. Vtiger’s Analytics Module provides real-time data on revenue, client retention, and service popularity.

​

• Key Features:

  • Reports on top-performing services, client trends, and seasonal demand.

  • Client retention metrics and revenue breakdowns by service.

  • Dashboards for real-time insights on business health.

  • Forecasting tools to help plan promotions or new services.