CRM & Lead Automation for Clinics
Automate your client communication and nurture leads with powerful CRM solutions
Streamline Your Client Management
In the competitive cosmetic industry, effective client management is essential for converting leads, maximizing client value, and building long-term relationships. Our CRM and automation solutions help you streamline your client communication, nurture leads, and create personalized experiences that drive retention and referrals.
We understand the unique requirements of CRM systems for cosmetic businesses, including lead tracking, consultation management, treatment history, and compliant client communication.
Our CRM & Automation Services Include:
- CRM system selection and setup
- Lead capture and tracking implementation
- Automated email and SMS sequences
- Consultation reminder workflows
- Post-treatment follow-up automation
- Client segmentation and targeting
- Retention and reactivation campaigns
- Staff training and ongoing support
Key Automation Workflows
Streamline your client journey with these essential automations
Lead Nurturing
Automatically follow up with new leads, providing valuable information about your services and encouraging them to book a consultation.
Consultation Process
Send appointment reminders, intake forms, and preparation instructions before consultations to reduce no-shows and improve the client experience.
Client Retention
Maintain relationships with existing clients through personalized follow-ups, treatment reminders, and targeted promotions based on their treatment history.
CRM & Automation Results
Increased Lead Conversion
Convert more inquiries into consultations and treatments with systematic follow-up
Reduced No-Shows
Decrease appointment no-shows with automated reminders and confirmations
Higher Client Retention
Keep clients coming back with personalized communication and timely follow-ups
Increased Staff Efficiency
Free up staff time by automating routine client communications and follow-ups
CRM Systems We Work With
We integrate with a wide range of CRM systems used in the cosmetic industry, helping you select and implement the right solution for your specific needs. Some of the platforms we work with include:
- •Salesforce
- •HubSpot
- •Zoho CRM
- •Keap (formerly Infusionsoft)
- •Aesthetic Record
- •PatientNow
- •And many more...
Ready to Streamline Your Client Management?
Contact us today to discuss how our CRM and automation solutions can help your cosmetic business grow.