Integrations
CRM
Centralize customer service, relationships, and campaigns in one CRM, connected to your entire business operation.
Marketing and relationships
About
Belasis CRM is the customer and business management module that lives inside Belasis. It is not a separate tool, it is not a spreadsheet, it is not just another system to memorize: it opens right inside Belasis, using the same login, and speaks directly to the database of clients, services, and professionals that already exist in your daily routine.
While Belasis takes care of scheduling, the cash register, and salon operations, the CRM takes care of what happens before and after the chair: who came through the ad, who asked for a quote on WhatsApp, who scheduled and didn't show up, who bought and hasn't returned yet. It organizes this journey from the first contact to the sale — and, upon closing, it automatically creates the client in Belasis, without duplicate registrations.
Made in the salon's language: client, service, professional, return. No corporate sales terms, no fields that nobody fills out. Designed for those who serve people all day long and need something simple to use, but that doesn't let anything slip away.
Benefits
Nothing gets lost. Each lead that comes in becomes a deal in the funnel, with a stage, estimated value, and next action with a due date. As long as someone is without a follow-up, "My Day" shows it at the front — no need to search, just open and do.
Follow-up with a scheduled time. The next action is visible and has a deadline. The "Needs attention now" panel warns of stalled deals, overdue follow-ups, and tomorrow's appointments that are not yet confirmed. Forgetting stops being a memory problem and becomes a problem solved by the system.
The client goes straight into Belasis. By marking a deal as won, the CRM creates the client in Belasis via API — there is no second registration to maintain. The CRM customer database is synchronized from Belasis, so you know who is already a client and who is not yet.
Data-driven decision making, no spreadsheets. Reports are already pre-made: conversion funnel, revenue by service, lead source, reasons for loss, average ticket. And you can still ask the Copilot, in plain language, for any other cross-reference — it builds the chart on the spot.
Less manual work. Automations run repetitive tasks on their own: moving a deal to another stage after days of inactivity, creating a follow-up task, marking as lost those who never replied, reminding about a return 30 days after the sale. You define the rule once; the CRM carries it out every day.
Measured return on ads. Campaign capture pages (Christmas, Mother's Day, laser promotion) are already created with UTM tracking, Meta Pixel in the browser, and Conversions API through the server, with deduplication by event_id. You know which ad brought in each lead and how much of it turned into a sale.
WhatsApp without the mess. Message templates by funnel stage, proposals sent via WhatsApp with public acceptance, and automatic logging in the history. The message is ready; you just review and send.
Key Differences
Native to Belasis, not a forced integration. The CRM opens via Belasis SSO, uses the real services and professionals of your establishment, and creates the client in the system when you win a deal. It is not a generic CRM adapted — it was made for beauty and wellness operations.
Conversion that closes the loop. Winning a deal is not the end: it is the moment when the lead automatically becomes a client in Belasis. Parallel databases, the source of outdated data and typing errors, cease to exist.
A Copilot that acts, not just answers. The AI assistant reads your data, answers questions ("how many deals won this quarter?", "which source brings in the most revenue?") and even executes actions with your confirmation: creating tasks, moving stages, scheduling the next follow-up, writing WhatsApp messages. And it creates automations by chatting with you — "every deal stalled for 15 days becomes a follow-up task" —, with simulations before activating.
Automations with real control. Before turning on a rule, you simulate it and see exactly what it would do. Everything that runs stays in the history, and you can undo it within 24 hours. The system never deletes data, never changes settings, and never sends messages on its own: WhatsApp only prepares the text for you to confirm.
Smart Reports on demand. Type or speak your question — "reasons for loss last quarter", "sales by professional this semester", "performance by source". The Copilot builds the chart, and you can save it as your establishment's report, pin it to the screen, and refresh it whenever you want. The saved report updates itself automatically with current data.
Capture that tracks all the way to the sale. Each campaign page has its own link with your establishment's alias (/p/your-clinic/christmas), captures UTMs, triggers deduplicated Pixel and CAPI, and generates the deal already with the correct source. Ad spend stops being a matter of faith and becomes a concrete number.
Security by default. Access only via SSO, with no public site or open registration. Each establishment only sees its own data (RLS by workspace). The Belasis API key is encrypted on the server, never in the browser. Phone numbers and emails are validated and standardized, and the CRM warns of duplicates against the Belasis client database before creating.
Salon language, not office language. Funnel stages with colors and names of your choice. Trello-style tags. Tasks with assignees, due dates, and priority. Everything is simple and intuitive, designed for those who are not in tech.
Expected results
No lead forgotten: each new contact enters the funnel with a dated next action, and the daily dashboard shows what needs a reply now.
Faster response: deals without a follow-up appear as alerts, they don't wait for you to remember.
Client created in Belasis upon winning: end of parallel registrations and clients that "we registered in the CRM but forgot in Belasis".
Know which channel brings in money: not just which one brings leads, but which source generates revenue, to invest correctly in the next ad.
See where you lose: the conversion funnel and the reasons for loss show the exact stage where the customer slips away.
Less manual work: automatic rules take care of routine follow-ups, cooling leads, and return reminders.
Data-driven decision making without spreadsheets: pre-made reports and on-demand reports, always with real-time numbers.
Measured return on ads: from the visit on the capture page to the won deal, with deduplicated Pixel and CAPI.
Organized WhatsApp: the right message at the right stage, proposal with recorded acceptance, full history inside the deal card.
Belasis CRM does not promise magic. It promises what everyone in beauty and wellness already knows: the customer who returns is more valuable than the one who just arrives. What it does is ensure that neither of them slips away.