CRM implementation for Health and aesthetic clinics
The lead lands somewhere with an owner, a deadline and a stage.
In practice, what changes for health and aesthetic clinics: Every lead is born with a source, an owner and a next action. Stalls become visible.
We implement CRM with a pipeline drawn from how you actually sell, fields your team will fill in, WhatsApp integration and training for the people who will use it. Without that, a paid lead becomes a conversation and the conversation becomes nothing.
The typical Brazilian buyer is not migrating from a competing CRM — they are coming off a spreadsheet. That changes the whole implementation: the obstacle is team inertia, not legacy software.
The typical bottleneck in this sector
Gaps in the calendar mid-week and a queue on Saturday. Marketing brings volume, but nobody connects volume to the calendar — so empty slots coexist with spent budget.
What changes in the pipeline
- Conversion measured in booked slots, not contacts received
- Campaigns per procedure and per idle calendar window
- Automatic appointment reminders to cut no-shows, which are pure cost
What is included
- Pipeline design per stage, with owner, deadline and exit criteria
- Implementation on RD Station, Pipedrive, Twenty or equivalent
- Integration with WhatsApp, website, forms and campaigns
- Lead routing automation and stale-deal alerts
- Team training and hands-on support through the first weeks
What changes in your operation
Every lead is born with a source, an owner and a next action. Stalls become visible.
How we measure results here
Calendar occupancy, cost per filled slot and patient return rate.
What defines the cost: pipeline stages, integrations, data volume to migrate and how many people need training. The platform license is contracted by you, directly with the vendor.
Straight answers
Are there restrictions on advertising aesthetic procedures?
Yes, and they depend on the professional council involved. Result promises, before-and-after imagery and body-ideal appeals are the sensitive points. Campaigns focus on procedure, indication and structure, reviewed by the clinic technical lead.
What if I already have a CRM?
Even better. We audit what is set up, fix the pipeline and integrate it with the rest. Switching platforms without a concrete blocker is cost and rework.
Will my team actually use it?
Only if the CRM gives something back. That is why the pipeline is designed with the people who sell, required fields are few, and WhatsApp joins the flow instead of competing with it.
Do you resell CRM licenses?
No. The license is yours, contracted directly with the vendor. That keeps the data in your name and removes the conflict of interest from our recommendation.