CRM Helper
HELPER is a SaaS project designed to meet the needs of hundreds of individual companies and provide them with effective tools for managing their workflows. At the same time, the CRM must remain user-friendly and intuitive; otherwise, it simply won’t be able to compete.
How HELPER CRM Works
Our team has developed a flexible and customizable CRM with all the necessary features to automate operations for companies in the beauty and health industry. Let’s take a look at the system’s main modules.
- Customer database management. Information about the company’s customers is stored in a single database, which can be organized by branch. An individual profile is created for each client, including their personal details, visit history, and reviews.
- Staff management. The salon administrator can set up personalized work schedules for each specialist, define the list of services they provide, and set their duration and cost.
- Online booking. The online booking form operates completely independently and can be placed on the company’s website or social media. While filling out the form, the client can select the desired stylist, view their schedule and availability, and choose a convenient appointment time. Requests are processed instantly and automatically; the technician and the client receive corresponding notifications via SMS or Viber, and the time is booked in the employee’s schedule.
- Inventory Management. The system fully automates inventory tracking, reducing the operational workload on staff and allowing them to devote more time to customers.
- Accounting. The interface enables management of financial reporting for salon branches and allows for control over all expenses. Additionally, a module for payroll accounting has been implemented.
- Payroll calculation. The administrator can set a daily rate for each technician, choosing either a percentage or a fixed amount for the service provided. Based on this data, the system automatically calculates payroll according to the technician’s workload.
- Loyalty program management. Using CRM capabilities, salons can launch flexible and customizable loyalty programs, issue discount cards, and conduct other marketing activities, which significantly increases foot traffic.
- Notification system. The automated notification system helps businesses interact more effectively with their audience. For example, it can be used to send a client a reminder about an upcoming visit, notify them of a promotion, or inform them about bonus accruals.
How HELPER CRM Works
Our team has developed a flexible and customizable CRM with all the necessary features to automate operations for companies in the beauty and health industry. Let’s take a look at the system’s main modules.
- Customer database management. Information about the company’s customers is stored in a single database, which can be organized by branch. An individual profile is created for each client, including their personal details, visit history, and reviews.
- Staff management. The salon administrator can set up personalized work schedules for each specialist, define the list of services they provide, and set their duration and cost.
- Online booking. The online booking form operates completely independently and can be placed on the company’s website or social media. While filling out the form, the client can select the desired stylist, view their schedule and availability, and choose a convenient appointment time. Requests are processed instantly and automatically; the technician and the client receive corresponding notifications via SMS or Viber, and the time is booked in the employee’s schedule.
- Inventory Management. The system fully automates inventory tracking, reducing the operational workload on staff and allowing them to devote more time to customers.
- Accounting. The interface enables management of financial reporting for salon branches and allows for control over all expenses. Additionally, a module for payroll accounting has been implemented.
- Payroll calculation. The administrator can set a daily rate for each technician, choosing either a percentage or a fixed amount for the service provided. Based on this data, the system automatically calculates payroll according to the technician’s workload.
- Loyalty program management. Using CRM capabilities, salons can launch flexible and customizable loyalty programs, issue discount cards, and conduct other marketing activities, which significantly increases foot traffic.
- Notification system. The automated notification system helps businesses interact more effectively with their audience. For example, it can be used to send a client a reminder about an upcoming visit, notify them of a promotion, or inform them about bonus accruals.