Service
CRM Setup for Clinics
One place where every call, message and booking lands, with the follow-up sequences already wired in.
What you get
Every enquiry answered, qualified and booked
- Every enquiry in one pipeline, whatever channel it came from
- Automatic lead source tracking so you know what marketing works
- Follow-up sequences built and tested before handover
- Clean migration from spreadsheets or a legacy system
Your client list is the most valuable thing you own. It lives in six places.
Some clients are in the booking system. Some are in a spreadsheet from 2023. Some exist only as an Instagram thread, a WhatsApp chat or a number in the clinic phone. Nobody can say which marketing brought them in, who spent the most last year, or who quietly stopped coming.
A CRM is not software you buy. It is the discipline of one record per client, one place, kept current without anyone typing. The software is the easy half. We build both.
What we set up
One pipeline where every enquiry lands, whatever channel it came from, with its source attached. Client records that update themselves from bookings, messages and calls, including everything the AI agents handle. Follow-up sequences that are built, tested and switched on: new enquiry, post-consultation, post-treatment, no-show recovery. And a dashboard your team reads in thirty seconds on a Monday, not a reporting suite nobody opens.
Built to be used, not admired
The failure mode of every clinic CRM is a receptionist expected to do data entry between clients. She will not, and she is right not to. So we design around her: automation writes the records, and humans only touch the pipeline when a decision is needed. If a step needs a human to remember it, we redesign the step.
FAQ
Questions clinic owners ask us
Whichever fits your clinic. For most UK aesthetic clinics that means building properly on what Pabau or Phorest already gives you, adding a pipeline layer only if you genuinely need one.
That is the most common starting point we see. Usually the fix is fewer fields, fewer stages and automation doing the data entry, so humans stop resenting it.
Yes. We clean as we migrate: duplicates merged, dead numbers flagged, consent status carried over properly.
Next step
Hear it answer your phone before you pay a penny
Book a 20 minute call. We will play you the AI receptionist taking a real booking, then tell you honestly whether it makes sense for your clinic.
No contracts on the call. No pressure. If AI is wrong for your clinic we will say so.