Customer CRM & Rebooking Tools
Build lasting client loyalty with complete visit histories, preferences, and smart rebooking suggestions.
Turn first-time visitors into lifelong regular clients. Rozx CRM centralizes customer profiles, visit records, total lifetime spend, preferred staff, and smart rebooking candidate suggestions in one secure workspace.
Ananya Sharma (VIP Client)
14 Visits • ₹18,400 Lifetime Spend
14 Sessions
Total Visits
₹1,314
Avg Spend / Visit
37 Days Ago
Last Visit
Customers to Reconnect With
Ananya Sharma — Hair Spa & Trim
Last visited 37 days ago • No future booking
Priya Patel — Keratin Treatment
Last visited 42 days ago • Preferred Stylist: Rahul
Formula #7B Golden Blonde
Saved service formula & allergy notes
What's Included in Customer CRM & Rebooking Tools
Built specifically for Indian service businesses to operate efficiently and scale without friction.
Smart Rebooking Candidate Detection
Instantly see up to 5 regular clients who haven't visited in 30+ days, with 1-click prefilled WhatsApp messaging to invite them back.
Visit History & Formula Notes
Record past service details, color formula notes, skin sensitivity records, and client preferences after every visit.
Customer Spend Tracking
Track total client lifetime spend, visit frequency, and last visit dates to identify top VIP patrons and re-engage inactive clients.
Consent & WhatsApp Preference Control
Respect customer communication preferences automatically by excluding clients who have opted out of WhatsApp marketing.
Client Preference Tagging
Tag clients with specific preferences (e.g. Preferred Stylist, Quiet Appointment, Allergy Alerts) visible to staff during check-in.
CSV Import & Export
Easily import existing client lists from Excel/CSV or export full customer records for accounting and marketing campaigns.
Frequently Asked Questions
How does the Customer Rebooking feature work?
Rozx identifies clients who have at least one completed visit but haven't returned in 30+ days (and don't have an active future appointment). It prepares a prefilled WhatsApp message with your booking link so you can reach out in one click.
Can I import existing customer databases into Rozx?
Yes. You can upload customer CSV files directly through the dashboard or request our onboarding team to assist with data migration.
How is client data kept secure?
All client records are isolated by tenant boundaries, protected with role-based access controls, and encrypted in transit and at rest.