Turn First Visits Into Regulars
A CRM that flags who’s slipping away, memberships that bill themselves, rewards that pull clients back, and gift cards that bring new ones in. Every client relationship, working for you automatically.
Clients
Auto-classifiedJasmine Blake
Last visit 6 days ago
Priya Nair
First visit this week
Diana Carter
No visit in 68 days
Sofia Marín
No visit in 142 days
Know Who’s Slipping Away Before They’re Gone
Every client is automatically classified by how recently and how often they visit, New, Active, Inactive, At-Risk, or Churned. No tagging, no guesswork. Just open your CRM and see who needs a nudge today.
- Automatic activity status: New, Active, Inactive, At-Risk, Churned
- Status updates on its own from visit recency and frequency
- Spot at-risk regulars before they book somewhere else
- Client notes and family or household grouping built in
- Required fields enforce email and last-name capture every time
Clients
Auto-classifiedJasmine Blake
Last visit 6 days ago
Priya Nair
First visit this week
Diana Carter
No visit in 68 days
Sofia Marín
No visit in 142 days
Bring Your Whole Client List With You
Switching systems shouldn’t mean starting over. Import your entire client base in a single batch from a CSV, or pull straight from your phone’s contacts in the mobile app, and you’re running day one.
- Batch CSV import for your full client history
- Phone-contacts import right from the Perceny mobile app
- Multi-value emails and phone numbers preserved on import
- Client notes and household grouping carry through
- Required-field rules keep new records clean from the start
Import Clients
CSV Batch Import
1,284 clients ready
Phone Contacts
From the mobile app
Finally Know What’s Actually Bringing Clients In
Ask every client "How did you hear about us?" and let Perceny do the rest. 25+ sources grouped into 13 categories feed client and appointment attribution reports, so you spend on what works and cut what doesn’t.
- 25+ sources: Google, Google Maps, Yelp, Instagram, TikTok, referrals, and more
- Grouped into 13 clean categories for reporting
- Feeds both client attribution and appointment attribution reports
- See which channels drive real bookings, not just clicks
- Turn "I think Instagram works" into a number you can trust
How Did You Hear About Us?
13 categoriesYour Client List, Finally Clean
Years of double-entries, typos, and imports leave duplicate clients everywhere. Perceny finds them for you and merges them in a couple of clicks, so your history, rewards, and reports are built on one clean record per person.
- Scans your whole list by email, phone, and name
- Counts exactly how many duplicates it found
- Merge them one-by-one, or clear them all in bulk
- Client history, notes, and visits stay intact on the surviving record
Duplicate Scan
Jessica Moore
Same phone · 3 records
Michelle Ruiz
Same email · 2 records
Recurring Revenue That Bills Itself
Turn loyal clients into predictable income. Sell paid memberships that bill on the cycle you choose and invoice automatically, with paid and failed notifications going to the client and your manager every time.
- Billing cycles: Weekly, Bi-Weekly, Monthly, Quarterly, Yearly, or Custom
- Automatic invoicing on every renewal, hands-off
- Paid and failed-payment alerts to client and manager
- Members can pay with their membership as tender at checkout
- Predictable monthly recurring revenue you can count on
Gold Membership
$59/mo
Loyalty That Brings Them Back Again
Reward the behavior you want more of. Clients earn punch-card rewards by visits or by referrals, redeem them as payment at checkout, and get progress emails after every visit that pull them back through the door.
- Punch-card rewards earned by Visits or by Referrals
- Redeemable as real payment at checkout
- Automatic reward-progress emails after each visit
- Encourages rebooking and word-of-mouth referrals
- Set the goal and reward, Perceny tracks every punch
Visit Reward
3 visits to a free service · progress email sent after each visit
Gift Cards That Sell Themselves, Online And In Person
Open a new revenue stream and bring in first-time clients. Sell gift cards online or at the front desk, and everyone stays in the loop, buyer, recipient, and manager all get notified automatically.
- Sell gift cards online or in person
- Buyer, recipient, and manager notifications sent automatically
- Redeemable as tender at checkout like any other payment
- A built-in way to attract brand-new clients
- No extra hardware or third-party tool required
$100.00
To: Ava · From: Jasmine
See What People
Say About Perceny
We switched to Perceny and it’s been great. We couldn’t automate payroll before with our previous system and support was frustrating. Perceny solved both immediately. Smooth system, great support, huge upgrade for our businesses.
Muayad ShakirFounder at Galaxy Barber Co and Eclipse SalonFrequently Asked Questions
Discover the questions we get asked a lot to easily find answers to common questions.
Still have Questions?
Book a Demo and our team will walk you through everything.
Yes. Import your full client base in one batch from a CSV, or pull directly from your phone’s contacts in the Perceny mobile app. Multi-value emails and phone numbers, notes, and household grouping all carry through.
Keep Your Clients Coming Back, On Autopilot.
Import your list in minutes, then let statuses, memberships, and rewards do the retention work for you.