Features

Every module in the Business Boost 360 AI CRM

This is the complete list of what the CRM does today — described with the same names and terms you will see inside the product.

01 · Billing & Invoices

Billing & Invoices

Create a bill from Billing or straight from Reception: pick the customer, add services, assign a staff member to each service, apply a discount, redeem wallet cashback, record the payment method (cash, UPI or card) and the payment status, then save to generate the invoice number. The bill date can be backdated so older bills can be entered, and wrong bills are voided with a reason instead of being deleted.

Why it matters
The front desk needs a bill in under a minute, and the owner needs every rupee accounted for.
Time saved
Services, staff and prices are already in the system, so a bill is a few taps rather than a handwritten slip.
Customer retention
Every bill updates the customer's visit history and wallet, so the next visit starts with full context.
Business Boost 360 AI · Billing & Invoices
BBNew BillTrial · 22 days left
Bill details
Save bill
Customer
Demo Customer
Mobile / WhatsApp
9XXXXXXXXX
Bill date
04 Aug 2026
Branch
Main Branch
Backdated bill — the bill date can be set to an earlier date to bring past billing history in.
Services — staff per service
Service
Staff
Qty
Amount
Hair Spa
Staff A
1
₹1,200
Global Colour
Staff B
1
₹2,800
Threading
Staff C
1
₹120
Totals & payment
Subtotal₹4,120
Discount− ₹200
Cashback redeemed− ₹150
Payable₹3,770
CashUPI ✓CardPaid
Wallet & sharing
Wallet balance ₹450 · max redeem ₹150 as per slab
Cashback to be credited on save: ₹188
Send on WhatsAppPrint

02 · Customer Management

Customer Management

Every customer belongs to your salon and is identified by mobile number, with WhatsApp number and email held alongside it. The profile shows visit history, service history, bills, packages and wallet (cashback) balance. Wallet changes only ever come from a bill or an authorised adjustment.

Why it matters
Knowing who visits, how often and what they spend is what turns a salon into a business.
Time saved
Name and mobile is all it takes to add someone; visits and wallet then track themselves.
Customer retention
Visit history makes it obvious who has stopped coming and who deserves a thank-you.
Business Boost 360 AI · Customer Management
BBCustomersTrial · 22 days left
Customers
428
Visits this month
312
Wallet outstanding
₹18,240
Birthdays (7 days)
5
Customer list
Name
Mobile
Visits
Wallet
Demo Customer 1
9XXXXXXX01
12
₹450
Demo Customer 2
9XXXXXXX02
7
₹120
Demo Customer 3
9XXXXXXX03
23
₹980
Demo Customer 4
9XXXXXXX04
3
₹0
Customer profile — Demo Customer 3
Visits
23
Last visit
02 Aug 2026
Wallet
₹980
Package
Facial x4 (2 left)

03 · Services

Services & Rate Card

Maintain your service list with categories and prices, or bring your existing rate card in through Service Import instead of typing everything again.

Why it matters
Accurate prices at the billing screen mean no arguments at the counter.
Time saved
Importing a rate card sets up the whole menu in one go.
Customer retention
Consistent pricing across staff and branches builds customer trust.
Business Boost 360 AI · Services & Rate Card
BBServicesTrial · 22 days left
Services & rate card
Import rate card
Service
Category
Duration
Price
Hair Cut (Women)
Hair
40 min
₹700
Global Colour
Hair
120 min
₹2,800
Clean Up
Skin
30 min
₹800
Classic Pedicure
Nails
45 min
₹900
Service Import — review
62 services detected across 6 categories — review prices before saving.
3 services need a price

04 · Appointments & Follow-ups

Appointments & Follow-ups

Book a customer for a service with a staff member, date and time, and update the status as they arrive or complete. Follow-ups surface upcoming visits, birthdays and anniversaries so nobody is forgotten.

Why it matters
A booked chair is revenue; a forgotten follow-up is a lost customer.
Time saved
One screen shows the day ahead instead of a diary and a phone full of messages.
Customer retention
Follow-ups are the simplest way to bring a customer back for their next service.
Business Boost 360 AI · Appointments & Follow-ups
BBAppointmentsTrial · 22 days left
Today
9
Confirmed
6
Completed
2
Upcoming visits
14
Today's bookings
Time
Customer
Service
Staff
Status
10:30
Demo Customer 1
Hair Spa
Staff A
Completed
12:00
Demo Customer 5
Clean Up
Staff C
Arrived
16:15
Demo Customer 2
Pedicure
Staff B
Booked

05 · Staff & Attendance

Staff & Attendance

Add team members in Staff and record daily attendance — attendance can be marked for today and past dates, not for future dates. Each service on a bill can be assigned to the team member who performed it, so credit and incentives are accurate. Staff who leave are archived rather than deleted, so past bills and payouts stay intact.

Why it matters
You need to know who worked, who performed and who was present.
Time saved
Attendance is marked in seconds and feeds straight into salary.
Customer retention
Customers can be linked to the staff member they prefer.
Business Boost 360 AI · Staff & Attendance
BBStaffTrial · 22 days left
Team
Staff
Role
Status
Services (M)
Staff A
Beautician
Active
96
Staff B
Beautician
Active
74
Staff C
Receptionist
Active
Staff D
Beautician
Archived
12
Attendance — today
Staff
Status
Marked
Staff A
Present
09:52
Staff B
Present
10:04
Staff C
Leave

06 · Salary & Incentives

Salary & Incentives

Salary profiles and monthly payments are recorded in Salary. Service and category based incentive rules are configured in Loyalty & Rules and calculated from real billing data.

Why it matters
Incentives motivate the team, but only when the numbers are transparent.
Time saved
No month-end spreadsheet: the incentive is already calculated from the bills.
Customer retention
Motivated staff give better service, which is what actually brings customers back.
Business Boost 360 AI · Salary & Incentives
BBSalaryTrial · 22 days left
Salary payable (M)
₹92,000
Incentive (M)
₹14,600
Staff paid
3 / 4
Present days avg
24
Monthly salary & incentive
Staff
Base
Incentive
Payable
Staff A
₹24,000
₹6,300
₹30,300
Staff B
₹22,000
₹4,900
₹26,900
Staff C
₹18,000
₹0
₹18,000

07 · Inventory

Inventory

Hold your products with purchase price, selling price, GST, current stock and expiry, along with supplier name and supplier mobile / WhatsApp number. Record stock-in and stock-out entries to keep current stock accurate, and set "Low Stock Alert At" so a product is flagged before it runs out.

Why it matters
Products are money sitting on a shelf, and running out mid-service costs a sale.
Time saved
Low stock appears on the Dashboard instead of being discovered too late.
Customer retention
The products your regulars ask for are always available.
Business Boost 360 AI · Inventory
BBInventoryTrial · 22 days left
Products
48
Low stock
3
Stock value
₹1,24,500
Stock-out (M)
36
Products — current stock & low stock alert
Product
Current stock
Alert at
Selling
Shampoo 1L
6
4
₹1,150
Hair Serum
2
5
₹850
Colour Tube
18
10
₹520
Hair Serum is below its Low Stock Alert At level.
Supplier details
Product
Supplier
Mobile / WhatsApp
Expiry
Shampoo 1L
Demo Supplier A
9XXXXXXX10
Mar 2027
Hair Serum
Demo Supplier B
9XXXXXXX11
Nov 2026

08 · Packages

Prepaid Packages

Create a package with its services, price and validity. When a customer buys it, the package attaches to their profile and is redeemed against future bills until the balance or validity runs out.

Why it matters
Prepaid packages bring money in today and lock in future visits.
Time saved
Redemption is applied at billing automatically — no manual tracking register.
Customer retention
A customer with a package balance has a reason to come back.
Business Boost 360 AI · Prepaid Packages
BBPackagesTrial · 22 days left
Packages
Package
Services
Validity
Price
Facial x4
Clean Up, Facial
6 months
₹3,200
Hair Care x6
Hair Spa
12 months
₹6,000
Bridal Prep
Multiple
3 months
₹14,500

09 · Loyalty & Cashback

Loyalty, Cashback & Wallet

Configure the customer welcome reward, cashback earning and the redemption method in Loyalty & Rules — either a percentage of the bill or wallet slabs that cap the redeemable amount by wallet balance. When a bill is saved, earned cashback is credited to the customer wallet and redemption stays within the limits you set. All of it is calculated on the server.

Why it matters
Cashback is a discount that only pays out when the customer returns.
Time saved
No coupon books, no manual tracking — the wallet balance lives on the profile.
Customer retention
Wallet balance is the single strongest reason a customer chooses you again.
Business Boost 360 AI · Loyalty, Cashback & Wallet
BBLoyaltyTrial · 22 days left
Loyalty & Rules
Welcome reward
₹100
Cashback earn
5% of bill
Redemption method
Wallet slab
Applies to
New bills
Wallet slab ✓Percentage of bill
Redemption slabs
Wallet balance
Max redeem
₹0 – ₹499
₹150
₹500 – ₹999
₹300
₹1,000 +
₹500

10 · WhatsApp Engagement

WhatsApp Engagement

After saving a bill, the WhatsApp button on the bill or in the Bills list opens WhatsApp with the invoice summary ready to send to the customer's number.

Why it matters
Customers keep their bill in the chat they already use every day.
Time saved
No printing, no typing the invoice out by hand.
Customer retention
Your salon name shows up in the customer's WhatsApp after every visit.
Business Boost 360 AI · WhatsApp Engagement
BBWhatsAppTrial · 22 days left
Send bill on WhatsApp

Glow Studio — Invoice #1042

Hair Spa ₹1,200 · Global Colour ₹2,800 · Threading ₹120

Discount ₹200 · Cashback used ₹150

Total paid ₹3,770

Cashback earned ₹188 · Wallet balance ₹488

Instagram · Google Review links attached

Open WhatsAppCopy message

12 · Reports & Analytics

Reports & Analytics

Reports covers sales trends, service performance, staff performance and collections for the selected period and branch. The Dashboard shows today's sales, monthly sales, pending payments, cashback given and redeemed, staff incentive, package sales and low stock.

Why it matters
Decisions about pricing, staffing and offers need real numbers.
Time saved
The month's picture is on screen instead of being reconstructed from a register.
Customer retention
You can see which services and staff actually bring customers back.
Business Boost 360 AI · Reports & Analytics
BBReportsTrial · 22 days left
Sales (M)
₹3,18,900
Bills (M)
412
Avg bill
₹774
Collections
₹3,16,800
Sales trend
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Top services
Service
Count
Revenue
Hair Spa
88
₹1,05,600
Global Colour
34
₹95,200
Clean Up
61
₹48,800

13 · Welcome Rewards

Welcome Rewards (BB Points)

Welcome Rewards give you up to 170 BB Points in your first 30 days: 50 for going live, 20 for your first eligible bill, 50 at 25 bills and 50 at 100 bills. Points are credited automatically and shown on the Dashboard and Rewards page.

Why it matters
A guided first month means the CRM is actually adopted, not abandoned.
Time saved
The checklist tells you exactly what to set up next.
Customer retention
Getting billing live early is what starts the customer history you later rely on.
Business Boost 360 AI · Welcome Rewards (BB Points)
BBWelcome RewardsTrial · 22 days left
BB Points earned
70
Available
170
Eligible bills
18
Days left
22
Milestones
Milestone
Points
Status
CRM activated
+50 BB
Completed
First eligible bill
+20 BB
Completed
25 bills
+50 BB
7 more bills
100 bills
+50 BB
Locked

14 · Referrals

Refer & Earn

Share your referral link or add a lead from Refer & Earn. When a referred salon registers and goes live you earn BB Points, and completing a referral cycle unlocks free subscription days.

Why it matters
Salon owners trust other salon owners.
Time saved
The link does the work; referral status is tracked for you.
Customer retention
Free subscription days reduce your own running cost.
Business Boost 360 AI · Refer & Earn
BBRefer & EarnTrial · 22 days left
Your referral link
businessboost360.ai/r/demo-code
Referrals
Salon
Stage
Reward
Demo Salon A
Registered
Pending
Demo Salon B
Live
BB Points credited
Demo Salon C
Lead added

15 · User Management & Permissions

Users & Permissions

Owners and Managers have full CRM access. Receptionists and Beauticians only get the modules you tick for them in Users. Financial visibility is a separate permission — grant "Financial Dashboard" for revenue KPIs and "Reports" for the Reports module. Permissions are enforced on the server.

Why it matters
Your team needs to work without seeing your revenue.
Time saved
One screen controls exactly what each role can open.
Customer retention
Staff can serve customers confidently within safe boundaries.
Business Boost 360 AI · Users & Permissions
BBUsersTrial · 22 days left
Users & permissions
User
Role
Modules
Financial
Owner
Owner
All
Yes
Manager
Admin
All
Yes
Front desk
Reception
Billing, Customers
No
Beautician
Staff
Customers
No
Module access — Front desk
Billing ✓Customers ✓Staff ✗Reports ✗Salary ✗Inventory ✗Financial Dashboard ✗

16 · Branches

Branches

Manage your salon branch and filter customers, bills, appointments and reports by branch. The current launch plan includes 1 branch.

Why it matters
Data has to be tied to the place it happened.
Time saved
Branch filtering keeps every screen relevant.
Customer retention
Customer history stays accurate per location.

17 · Subscription & Trial

Subscription & Trial

Every new salon gets 30 days of full CRM access free. The Subscription page shows your plan, price, trial days remaining, next billing date and payment status. Online payment is not enabled yet — the Business Boost team activates subscriptions.

Why it matters
You should always know exactly where your account stands.
Time saved
No invoices to chase; the status is on screen.
Customer retention
Nothing is charged automatically and no data is deleted if a payment is pending.
Business Boost 360 AI · Subscription & Trial
BBSubscriptionTrial · 22 days left
Business Boost CRM
Price
₹599 / month
Trial ends
03 Sep 2026
Payment status
None
Online payment is not enabled yet, so nothing is ever charged automatically.

18 · Salon Branding & UPI

Salon Branding & UPI QR

Upload your salon logo in Settings so the CRM and your bills carry your own salon identity, and upload your salon's own UPI QR code so customers can scan and pay you directly from the counter. Bills carry a small "Powered by Business Boost 360 AI" credit.

Why it matters
The customer should see your salon's name and your salon's UPI, not a generic template.
Time saved
Uploaded once in Settings and applied to every bill after that.
Customer retention
A branded bill keeps your salon recognisable long after the visit.
Business Boost 360 AI · Salon Branding & UPI QR
BBSettingsTrial · 22 days left
Salon branding
Salon name
Glow Studio
Salon logo
logo.png · uploaded
Shown on
CRM & bills
Footer
Powered by Business Boost 360 AI
UPI QR for payments
UPI QR

Your own salon UPI QR is uploaded once in Settings.

Customers scan it at the counter to pay the bill amount.

Upload QR

19 · Mobile

Mobile CRM

The CRM runs in the browser on a phone with its own mobile navigation, a mobile-friendly Bills list and long forms and pop-ups that scroll properly on a small screen. No app install is needed.

Why it matters
Most salon owners check their business from a phone, not a desktop.
Time saved
Billing and daily checks work from the phone at the counter.
Customer retention
You can respond to a customer even when you are away from the salon.
Business Boost 360 AI · Mobile CRM
BBBillsTrial · 22 days left
BBBillsMenu
#1042₹3,770
Demo Customer 1Paid
#1041₹980
Demo Customer 5Pending
#1040₹1,450
Demo Customer 2Paid
HomeBillCustomersMore

20 · Support

Support Assistant

The in-app Support Assistant answers common questions about the Dashboard, billing, customers, permissions, cashback, WhatsApp, rewards, trial and subscription, and shares the platform support email and phone.

Why it matters
Help should be one tap away, inside the app.
Time saved
Most answers arrive without waiting for a reply.
Customer retention
Less time stuck means more time with customers.
Business Boost 360 AI · Support Assistant
BBDashboardTrial · 22 days left
Support Assistant
How do I create a bill?
How is customer cashback calculated?
How do user permissions work?
How does the 30-day free trial work?
Still need help? Email or call the Business Boost support team.