Deals & Pipelines
Aesthetix CRM makes it easy to manage your surgery pipeline with a drag & drop, customizable deal board.
Easily Manage Your New Surgery Pipeline
With plastic surgery specifically, converting leads into patients can take some time. Aesthetix CRM enables you to easily keep track of leads in the surgery pipeline & automate follow-up based on simple actions.
Feature
Sales Pipelines
You can easily create a customizable sales pipeline with different stages to fit your practice like consult scheduled, surgery scheduled, etc. You can easily create deals (patient surgeries or treatments) and track them through to close.
- Automate lead followups & bookings
- Create and manage repeatedly used email templates
Feature
Deals Automation
One of the most powerful features of Aesthetix CRM pipelines is Deals automation. We enable you to easily trigger workflow based on Deals activity like moving to a new stage or sitting in a stage too long. For example, if a lead sits in the surgery quote stage for 60 days then you can automatically enroll them into an email workflow to follow up on their quote.
See It Live →
Feature
Reporting & Forecasting
With the Aesthetix CRM reporting dashboard, you can easily track all of your deals in the pipeline, which ones have closed, and forecast when the future deals will close.
See It Live →What Our Customers Are Saying
Ready to See It in Action?
Book a demo and see how Aesthetix CRM helps your practice capture every lead, automate follow-up, and book more patients.
