CRMs for the Beauty and Wellness Industry

The beauty industry is booming and every brand wants a piece of the action. Whether you operate a small boutique or a large global retailer, it’s important that you have the right tools to scale your business. One way to do this is through using an online customer management system or CRM. These programs help you keep track of your customers, communicate with them regularly, and analyze data to identify new opportunities. There are many programs available in the CRM segment, but we’ve narrowed them down to the best so you can get started quickly. Read on to learn more about each program and whether it’s right for you.

As the owner of a beauty salon, you need a CRM software solution that can help you manage your customer interactions, appointments, and inventory. Here are some important features to look for when selecting a CRM for your beauty salon:

Appointment scheduling:
A good CRM solution for a beauty salon should provide robust appointment scheduling features that allow you to manage your customers' bookings and staff schedules. Look for a solution that allows customers to book online, sends automated reminders, and allows staff to easily view and manage their schedules.

Customer management:
Look for a CRM solution that provides robust customer management features that allow you to store and organize customer information, including their name, contact details, and any notes or preferences related to their treatments or services. A good CRM solution should also allow you to track customer purchase history and provide insights into customer behavior.

Inventory management:
A CRM solution for a beauty salon should allow you to manage your inventory of products, supplies, and equipment. Look for a solution that provides real-time inventory tracking and alerts you when supplies are running low. You may also want a CRM solution that allows you to manage vendor relationships and automate the ordering process.

Marketing automation:
Look for a CRM solution that provides marketing automation features, including email marketing and SMS marketing. This can help you stay in touch with customers and promote your services and specials. Look for a solution that allows you to segment your customer list and send targeted messages based on customer preferences and purchase history.

Reporting and analytics:
A good CRM solution for a beauty salon should provide reporting and analytics features that allow you to track your performance and identify areas for improvement. Look for a solution that provides customizable reports and dashboards that can help you monitor your revenue, track customer behavior, and measure the ROI of your marketing campaigns.

Staff management:
Look for a CRM solution that allows you to manage your staff, including their schedules, commissions, and payroll. A good CRM solution should also allow staff to easily track their performance and see their upcoming appointments.

Mobile accessibility:
As the owner of a beauty salon, you may need to access your CRM solution while on the go. Look for a solution that provides mobile accessibility, including a mobile app, that allows you to manage your contacts, appointments, and inventory from anywhere.

Integration with other software:
To streamline your workflow, look for a CRM solution that integrates with other software solutions you use, such as accounting software, email marketing platforms, and appointment booking platforms.

Security:
As the owner of a beauty salon, you deal with sensitive customer information, and it is important to choose a CRM solution that provides robust security features, including data encryption, user authentication, and backup and disaster recovery options.

In summary, when selecting a CRM solution for your beauty salon, look for a solution that provides robust appointment scheduling, customer management, inventory management, marketing automation, reporting and analytics, staff management, mobile accessibility, integration with other software, security, and other features that can help you stay organized and efficient. By selecting a CRM solution that meets these criteria, you can improve your customer experience, better manage your inventory, and increase your revenue.

BELOW ARE OUR TOP RECOMMENDED CRMS FOR THE BEAUTY & WELLNESS INDUSTRY

Capsule CRM

4.9

Capsule CRM is a modern, flexible solution tailored to the evolving needs of the beauty and wellness industry.

Capsule CRM is a modern, flexible solution tailored to the evolving needs of the beauty and wellness industry. Perfect for salons, spas, and independent beauty professionals, Capsule offers powerful contact management that tracks client history, preferences, and purchases—enabling personalized service that keeps clients coming back. Its customizable pipelines help manage new client inquiries, memberships, product sales, and promotions with ease. Task automation ensures appointments, follow-ups, and marketing campaigns run smoothly. Capsule also integrates with booking tools, invoicing platforms, and email marketing software, streamlining daily operations. For beauty businesses aiming to build loyalty, boost efficiency, and grow sustainably, Capsule CRM is an ideal choice.

Visit WebsiteRead ReviewFree Trial

monday.com

4.7

monday.com is an excellent choice for beauty industry professionals looking to streamline their operations.

monday.com is an excellent choice for beauty industry professionals looking to streamline their operations and stay organized. Whether you run a salon, spa, or beauty clinic, monday.com’s flexible workspaces let you manage appointments, staff schedules, inventory, and marketing campaigns—all in one place. Its visual dashboards make it easy to track bookings, monitor team performance, and set automated reminders. With customizable workflows, you can tailor monday.com to suit your business’s unique needs. Plus, its mobile-friendly platform keeps you connected on the go. For beauty businesses aiming to boost efficiency, collaboration, and customer satisfaction, monday.com is a smart, scalable solution.

Visit WebsiteReviewPricing

Less Annoying CRM

4.7

Less Annoying CRM is a fantastic choice for beauty salons, spas, and independent professionals.

Less Annoying CRM is a fantastic choice for beauty salons, spas, and independent professionals who want a simple yet effective way to manage their business. Designed for ease of use, it offers intuitive contact management, appointment scheduling, and task tracking without the clutter or complexity of larger systems. Salons can keep detailed client records, track appointment histories, and set automatic reminders for follow-ups or promotions. With everything in one clean dashboard, team members stay organized and focused. Affordable and cloud-based, Less Annoying CRM is perfect for beauty businesses looking to boost client satisfaction and streamline daily operations effortlessly.

Visit WebsiteRead ReviewPricing

EasyWeek CRM

Managing a beauty business shouldn’t mean managing endless messages. EasyWeek CRM with a booking calendar makes it easy for beauty professionals to offer 24/7 online booking, automate reminders, and track appointments without extra hassle. Clients can book directly through your website, Google, Instagram, or Facebook — no calls or chats needed. The smart calendar helps avoid double bookings and gives you a clear view of staff schedules and service times at a glance. EasyWeek also supports multi-location salons and mobile professionals with location-specific booking options. Automated SMS, email, and WhatsApp reminders reduce no-shows by up to 45%, helping you protect your revenue. The system integrates with Google Calendar and over 3,000 other apps to keep your workflow connected. A free plan is available, and all Pro features can be tested for 14 days with no credit card required.

Visit WebsiteRead ArticleView Profile

EngageBay

EngageBay can be a suitable customer relationship management (CRM) software for the beauty industry due to its various features that cater to the industry’s specific needs. For instance, EngageBay provides robust email marketing and automation tools that can help beauty businesses create personalized campaigns for their customers, such as sending promotional offers, tips, and tutorials on skincare routines, makeup tips, and more. Additionally, EngageBay’s contact management system allows beauty businesses to keep track of their customer’s purchase history, preferences, and contact information, helping them personalize their marketing efforts and enhance customer engagement. Moreover, EngageBay’s lead management and scoring tools help beauty businesses to identify potential customers and prioritize their follow-ups. EngageBay also integrates with various third-party applications such as social media platforms, website builders, and payment gateways, making it easier for beauty businesses to streamline their operations. Overall, EngageBay’s features make it a suitable CRM software for beauty businesses looking to improve customer engagement, retention, and sales.

Visit WebsiteRead ReviewCase Study

Salonist Software

Established in 2017 and headquartered in Singapore, Salonist stands as a cloud-based salon management platform designed to streamline daily business activities for salon proprietors. Central to its functionality are features like staff oversight, appointment organization, and client data maintenance. Moreover, Salonist aids users with timely notifications concerning pending payments, membership renewals, and significant dates such as client birthdays and anniversaries. Pricing starts at $25 per user per month, with the flexibility to effortlessly incorporate additional team members at $10.00 per staff member monthly, plus applicable taxes. There are no additional charges for accommodating more than 14 staffers.

View ProfileRead ReviewCase Study

1 of 2