Workflows
Spend less time on repetitive tasks and generate more revenue with powerful workflows automation in Aesthetix CRM.
based on customer reviews
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.
Features
Automatic Triggers
Features
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!
Features
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
Features
Personalization & Control Blocks
Features
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
