Workflows
Spend less time on repetitive tasks and generate more revenue with powerful workflows automation in Aesthetix CRM.
Aesthetic Practices on Autopilot
Marketing automation is the tool so many practices are missing to be more productive. Automate common patient workflows like follow-ups, birthday reminders, Alle Points expiration reminders, and so much more.
Feature
Automatic Triggers
You can easily create custom templates & sequences for patient and lead follow-ups to automate your work and boost your productivity.
- Form Submissions
- Tag Added
- Contact Field Updates
- Appointment Bookings
- Contact Replies
- Email Events
- Pipeline Stage Changes
- And more!
Feature
Action Blocks
Actions are the building blocks of workflows automation. Use triggers to automate a variety of marketing actions including:
- Create new opportunities
- Assign contact owners
- Send emails & text messages to contacts
- Create tasks
- Send notifications to practice managers and sales consultants
- Add tags and notes
- Update contact fields
Feature
Personalization & Control Blocks
Use personalization & control blocks to take even more control of your workflows automation with features like:
- Contact reply conditions
- Event and action delays
- Manual reviews
- If/Then automations
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.
