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Beauty & Wellness

AI-Powered CRM Migration for a Hair Salon

ClientBoutique Hair Salon

Challenge

The salon's old system (Encore Insight) was glitchy and missing essential features, but moving their large contact list and database to Phorest threatened to take hundreds of hours of manual work — and no one on staff was tech-savvy.

Solution

We used a combination of AI and custom code to automate the migration end-to-end, cleaning and transferring the full database in a fraction of the time — with no technical effort required from the salon.

Results

The migration was completed in hours instead of hundreds, with bookings up 25% and revenue up 22% since the move.

A full-service hair salon was stuck on Encore Insight — a system that glitched regularly and lacked many of the features a modern salon needs to grow. The team knew they needed to move to Phorest, but the obstacle was the data: a large contact list and database that had to come along, intact.

The Challenge

No one at the salon was tech-savvy. A manual migration of their customer database and appointment history would have taken hundreds of hours — weeks of work that the small team simply couldn’t afford to lose from the floor.

Our Approach

We stepped in with a blend of AI and custom coding to take the work off their hands entirely:

  • Built an automated migration pipeline that extracted the full database from Encore Insight.
  • Used AI to clean, de-duplicate, and reconcile the contact records during transfer.
  • Mapped and moved the data into Phorest with the structure the salon actually needs.
  • Verified the transfer so the salon’s day-to-day operations were unaffected.

The salon’s team never had to touch a spreadsheet — the whole move happened in just a few hours.

The Results

The salon landed in Phorest with their complete history intact and a system that finally works the way it should. Since the migration, bookings are up 25% and revenue is up 22% — growth that wouldn’t have been possible from a system they couldn’t rely on.

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