C
CRM & Customers

Referral Source & Channel Tracking

"Know which channel brings you your best clients."

Track how every new client found you — Google, Instagram, walk-in, referral from an existing client, or a campaign. Use this data to invest more in what works and cut what doesn't.

CRM & Customers
At a Glance
ROI per marketing channel
See that Instagram drove 40 clients this quarter who generated ₹1.8L in revenue — concrete data, not likes.
Referral programme measurement
Track how many clients came from client referrals and what they spent — evaluate whether a referral incentive programme is worth running.
Informs ad spend decisions
If Google ads brought 10 clients and Instagram brought 6, but Instagram clients spend 40% more — the answer is clear.
Walk-in vs digital ratio
Know whether your business is growing through digital discovery or still dependent on footfall — shapes long-term strategy.
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How It Works

From setup to result,
three steps.

1
1
Step 01

Source is logged at registration

When a new client is added, staff select how they found the business from a dropdown — or the client self-selects during online booking.

2
2
Step 02

Attribution is maintained forever

The source is permanently attached to the client's CRM record — visible in their profile and in acquisition reports.

3
3
Step 03

Reports show revenue by source

See total revenue generated by clients acquired from each channel — not just client count, but actual rupee contribution.

Key Benefits

Why it matters for
your business.

01

ROI per marketing channel

See that Instagram drove 40 clients this quarter who generated ₹1.8L in revenue — concrete data, not likes.

02

Referral programme measurement

Track how many clients came from client referrals and what they spent — evaluate whether a referral incentive programme is worth running.

03

Informs ad spend decisions

If Google ads brought 10 clients and Instagram brought 6, but Instagram clients spend 40% more — the answer is clear.

04

Walk-in vs digital ratio

Know whether your business is growing through digital discovery or still dependent on footfall — shapes long-term strategy.

Free setup · No contracts · Same-day onboarding

Want this running in your
business today?

"Our team walks you through everything on day one."