Nobody remembers which treatment the enquiry was for
The campaign and treatment interest from Meta and web forms are saved to the record automatically.
CRM for aesthetic clinics
Aesthetic Clinic CRM: Enquiry and Appointment Tracking
Leads at an aesthetic clinic ask about different treatments, share photos and often decide over WhatsApp. Sodo CRM joins every contact, from the ad source to the advisor conversation and the appointment outcome, in the same customer history.
Treatment-based segmentsBotox, filler and medical aesthetics requests kept apart
Standard team follow-upOwner, conversation and next action are visible
Measured from ad to appointmentCampaign quality is judged together with the outcome
The problem
Many treatments and campaigns get mixed up without a shared follow-up routine.
A lead may ask about several treatments, talk to different advisors and decide weeks later. When records stay on personal phones, the clinic never owns the customer history.
A new advisor starts the conversation from scratch
WhatsApp messages are kept on the customer card; the new owner sees earlier questions and answers.
Leads ready to book cannot be told apart
With pipeline and reminders, leads asking for information, leads with a price and leads ready to book are tracked separately.
How it works
An aesthetic treatment enquiry moves to an appointment without getting lost.
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1
Recorded with campaign data
The ad the lead came from, the treatment of interest and the form answers are kept on the customer card.
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2
The advisor replies fast and with context
An automatic welcome closes the first wait; the advisor continues the WhatsApp conversation inside the CRM.
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3
Decision and appointment are followed up
Photos, quote, call-back date and appointment outcome are managed on the same record.
With Sodo CRM
See the clinic’s campaign and advisor performance in one place.
Campaign and treatment source
Keep which ad and which treatment interest each lead came with, all the way to the sales outcome.
Central WhatsApp history
Advisors talk from their own numbers while the manager can access conversations across the team.
Automatic owner assignment
Distribute new requests evenly or by your own rule; leave no record without an owner.
Photos and notes
Keep pre-assessment images, expectation notes and the treatment recommendation together on the customer card.
Appointments and follow-up
Plan call-backs after the quote, record the appointment and see overdue work on the panel.
Conversion view
Measure which enquiries turn into consultations or appointments by campaign, treatment and agent.
Choosing a CRM
The clinic looks consistent to the customer, and the manager understands why sales happen.
An aesthetic clinic CRM should show more than the number of leads. Which campaign generated demand for which treatment, how the advisor replied and whether an appointment followed should be read together. Sodo CRM keeps this chain for every customer.
- Field mapping by treatment and campaign
- Central record with personal WhatsApp numbers
- Ownership of quote and follow-up tasks
- Conversation and conversion analysis for managers
FAQ
Clear answers about Aesthetic Clinic CRM.
See how the product fits the way your team already handles enquiries and sales.
Which treatments can an aesthetic clinic CRM track?
Treatment fields in Sodo CRM can be adapted to your clinic. Botox, fillers, skin treatments, cosmetic surgery or any other service you offer can be tracked as a form field, filter and pipeline data.
Do Instagram and Facebook ad enquiries arrive automatically?
Once Meta Lead Ads forms are connected, new enquiries are transferred to the CRM automatically. Form-specific questions and treatment interest can be mapped to the right customer fields.
Can managers see advisors’ WhatsApp conversations?
Yes. Advisors connect their own WhatsApp numbers with a QR code and talk from inside the CRM. Within their permissions, managers can review team conversations together with the customer history.
How do we follow up leads who received a quote but did not book?
Using a pipeline stage and a dated reminder, leads waiting after a quote can be listed separately. Because the owner and next call time are recorded, overdue follow-ups become visible.
Let’s look at your sales flow together.
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