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15+ Features

CRM & Clients

Build lasting relationships with your clients. Track their preferences, session history, and spending patterns. Create loyalty programs and personalized experiences that keep them coming back.

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All CRM & Clients Features

Everything you need for complete client profiles, history, and loyalty programs

Essential

Complete Client Profiles

Rich profiles with photos, preferences, allergies, and notes.

  • Photo gallery
  • Medical notes
  • Style preferences
  • Contact history

Session History

Complete record of all sessions, designs, and photos.

  • Before/after photos
  • Design files
  • Session notes
  • Artist assignments
Advanced

RFM Segmentation

Segment clients by recency, frequency, and monetary value.

  • Auto-segmentation
  • VIP identification
  • At-risk alerts
  • Targeted campaigns

Loyalty Programs

Reward your best clients with points, discounts, and perks.

  • Points system
  • Tier levels
  • Automatic rewards
  • Referral bonuses

Client Portal

Self-service portal for bookings, history, and documents.

  • Booking management
  • Document access
  • Payment history
  • Loyalty status

Birthday Campaigns

Automatically send birthday wishes and special offers.

  • Auto-detection
  • Custom messages
  • Special discounts
  • Reminder timing

Client Tags & Labels

Organize clients with custom tags for easy filtering.

  • Custom tags
  • Color coding
  • Bulk tagging
  • Smart filters

Shared Notes

Add notes visible to all team members for consistent service.

  • Team-visible notes
  • Private notes
  • Pinned notes
  • Note history

Favorite Artists

Track client-artist preferences for better matching.

  • Preferred artist
  • Style matching
  • Auto-assignment
  • Preference history

Advanced Search

Find any client instantly with powerful search filters.

  • Full-text search
  • Filter by tags
  • Date ranges
  • Spending filters

Duplicate Detection

Find and merge duplicate client records automatically.

  • Auto-detection
  • Merge wizard
  • History preservation
  • Conflict resolution

Client Import

Import clients from spreadsheets or other software.

  • CSV import
  • Field mapping
  • Duplicate handling
  • Validation

Spending Analytics

Track client lifetime value and spending patterns.

  • Lifetime value
  • Average spend
  • Frequency trends
  • Product preferences

Referral Tracking

Track who referred whom and reward accordingly.

  • Referral chains
  • Auto-rewards
  • Performance tracking
  • Top referrers

Internal Ratings

Rate clients internally for service prioritization.

  • Star ratings
  • Behavior notes
  • VIP flagging
  • Team-visible

Why Choose Our Solution

Real benefits that make a difference

40% Higher Retention

Personalized service keeps clients coming back more often.

25% More Revenue

Loyalty programs and targeted offers increase spending.

VIP Experience

Treat every client like a VIP with complete history at hand.

Smart Marketing

RFM segmentation enables laser-focused campaigns.

“Being able to pull up a client's complete history before they walk in makes every visit feel personalized. Our repeat booking rate is up 40% since we started using this.”
Maya Santos
Owner, Ink & Soul Collective, Miami

Related Categories

Explore other features that work great with CRM & Clients

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Tektrio is the complete platform for tattoo studios and beauty salons. Scheduling, CRM, marketing and much more in one place.

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