Know the customer
See visits, notes, services, packages and billing context in one profile.
Customer CRM
Keep Customer History, Preferences and Repeat-Visit Context Together
Keep customer profiles, visits, notes, packages, wallet activity, billing history and repeat-engagement context in one service-business CRM.
Business outcomes
Bring repeat customers back with better context
Each outcome stays connected to the customer, staff, billing or owner context used elsewhere in Yepsta.
Improve repeat visits
Use customer history to guide packages, rewards and follow-up.
Support daily service
Give staff cleaner context during appointments and checkout.
Connected workflow
Build a useful customer record through every visit
The module fits the daily sequence your team already needs to complete.
Create profile
Capture customer details from booking, billing or enquiry flows.
Build history
Visits, purchases, notes and package usage build useful context over time.
Use for retention
Teams can personalize service and owners can understand repeat behavior.
Practical uses
Give authorised teams the history needed for consistent service
Salon preferences
Remember service history and notes for repeat customers.
Package status
See usage and balances before checkout.
Follow-up context
Use history to make customer communication more relevant.
Customer CRM in Yepsta
One customer profile across visits, bills and entitlements
CRM connects contact details, notes, visits, billing, packages, memberships, rewards and wallet activity so repeat engagement starts with useful context.
Continue exploring
Connect this workflow to related modules and service businesses.
Campaign module
Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.
Retention
Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.
Wallet
Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.
Loyalty
Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.
Salon software
Keep preferences, visits and packages together.
Spa software
Use customer notes and package context.
Fitness studio software
Support membership and repeat-engagement workflows.
Retail and service software
Connect service and product customer history.
All Yepsta features
Browse the complete connected Business OS feature directory.
Customer CRM FAQ
What Yepsta customer CRM keeps together
What is stored in a customer profile? +
Profiles can include customer details, operational notes, visit history, billing, packages, memberships, rewards and wallet context.
Can staff add customer notes? +
Yes. Authorised users can keep relevant operational notes that help the team serve future visits consistently.
Does CRM show visit and billing history? +
Yes. Connected appointment, service and transaction records provide useful history against the customer profile.
Are packages and wallet activity connected? +
Yes. Customer entitlements, rewards, wallet balance and store-credit context can remain tied to the same profile.
How does CRM support repeat engagement? +
Teams can use accurate customer context for appropriate follow-up, renewals, relevant offers and better service on the next visit.
See the workflow in context