CRM & Customer 360
Complete customer context in one profile.
SOLI Beauty unifies the core beauty workflow — from messages and booking to Customer 360, follow-up, cash, inventory and team management — in one system. Social/content automation is shown separately as roadmap.
SOLI / BEAUTY
18
Bookings
7
Open leads
Live
Cash
4
Follow-up
Customer
360°
Conversations, visits, services, payments, preferences and follow-up history.
Channels
1 inbox
WhatsApp and, when connected, Instagram/Messenger enquiries in one inbox.
Operations
1 panel
Booking, staff, room/resource, cash, inventory, tasks and reporting.
Automation
24/7
AI replies, reminders and follow-up; content and publishing are roadmap capabilities.
WHAT YOU GET
Every step from first contact to service completion, payment and the next visit works on the same customer context.
FULL PLATFORM CAPABILITIES
These are not separate apps. They are one SOLI system working on the same customer, team and analytics data.
Complete customer context in one profile.
No enquiry gets lost.
Content production, publishing and community management connected to CRM.
Scheduling based on real capacity.
Services, retail and packages in one flow.
Back office connected to the CRM.
Different views for owner, manager and reception.
Operational answers without spreadsheet stitching.
Controlled as the business grows.
CUSTOMER JOURNEY
Reception does not re-enter the same data; marketing, cash and management all see the same Customer 360 profile.
DemoA customer messages WhatsApp or a connected social channel. SOLI identifies them and adds the enquiry to the inbox.
Service, day, time, specialist, phone and intent are structured from the message.
Availability, specialist and resource are checked; the appointment is created and reminders are scheduled.
The Today screen shows arrivals, delays, payment state and assigned specialist.
Payment closes the visit, while product and consumable usage becomes operational data.
SOLI proposes the next visit window based on service type and history.
Inactive customers, birthdays and expiring packages move into the right segment.
The owner sees which channel, service and specialist actually generates revenue.
OWNER “TODAY” VIEW
The highest-priority operating signals are shown in one place.
GROWTH ENGINE · SOCIAL MEDIA AUTOPILOT
ROADMAPThis section is a product roadmap. The social/content capabilities below are not presented as LIVE; they become available only after implementation and the required platform permissions.
Automatically build weekly and monthly plans for Reels, Stories, posts, topics and campaigns.
Turn a service, offer and brand rules into a 9:16 video brief, scenes, voiceover, subtitles and CTA, then generate the video through a connected AI video provider.
Turn one campaign into Reel, Story, feed-post, caption and short-ad variants.
Use approval mode or autopilot mode to publish on connected social channels where permissions allow.
Reply to comments and messages in context, detect price/booking intent and hand over to staff when needed.
Extract phone, service interest and booking intent from comments/DMs and open a CRM lead automatically.
Where official APIs allow it, apply reaction/like rules and route spam or sensitive comments to human review.
When tomorrow has an open slot, propose a Story/Reel/DM campaign for the right audience and publish after approval.
Create brand-safe content plans and captions from consented before/after material.
Rule-based follow-up for unanswered enquiries and handoff to staff when needed.
Next-visit windows for massage, laser, nails, hair and other recurring services.
Separate 30/60/90-day segments for customers who have not returned.
Personalised campaigns based on date and preferred service.
Renewal or upgrade offer when sessions are running low.
Request a review after service and route unhappy responses to staff.
Recommend relevant add-on services and retail products.
Track post/ad → comment/DM → lead → booking → visit → revenue in one campaign.
BEAUTY-SPECIFIC EXTENSIONS
These modules can be activated or developed around your salon model.
The exact module set is configured around your salon size, service model, social-platform permissions and existing tools.
Course packs, monthly membership, remaining sessions and expiry.
Gift-card balance, code, usage history and campaign link.
Bonuses, tiers, referral codes and repeat-visit rewards.
Dated result photos and notes in the customer profile.
Digital consent for laser, cosmetology and other procedures.
Prevent the same device or room from being booked twice.
Offer a cancelled slot to the best matching waitlist customer.
Different commission rules by service, retail product and campaign.
Website booking form with available slots.
Fast reception arrival and queue status.
See branches, teams, cash and performance separately and together.
Retention, rebooking, retail attach, occupancy and average ticket KPIs.
ONE DATA MODEL
CRM, booking, ERP, social media, marketing and analytics share the same customer and transaction records.
Lead, customer, conversation, follow-up, sales funnel
Service, slot, specialist, resource, reminder
Cash, expense, inventory, supplier, retail, operations
Content, social media, segments, campaigns, win-back, rebooking, attribution
Message/comment analysis, content/video briefs, replies and next action
Revenue, conversion, retention, content, channel and team performance
SEE IT WORK
Follow a synthetic customer through message → availability → booking → Customer 360 → reminder → reception takeover → repeat visit.