ERP and automation for Health and aesthetic clinics
Stock, invoicing and finance stop living in three different spreadsheets.
In practice, what changes for health and aesthetic clinics: What used to be re-typing becomes an automatic, auditable routine.
We implement ERP (Bling, Omie, Tiny, Conta Azul) and routine automation: follow-up cadences, stage-triggered messages, integration between store, CRM and tax invoicing. The goal is always the same — remove repeated typing and give the team time back for selling.
Automation is not decoration: it is what stops a lead going cold while somebody remembers to reply. The cadence runs even on the busiest day.
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
- ERP implementation covering records, stock, invoicing and finance
- Integration between online store, CRM and ERP
- Automatic follow-up cadence by stage and by idle time
- Operational reporting management can actually read
- Training and optional monthly support
What changes in your operation
What used to be re-typing becomes an automatic, auditable routine.
How we measure results here
Calendar occupancy, cost per filled slot and patient return rate.
What defines the cost: how many routines enter the first phase, the volume of migrated data and how many systems must talk to each other. Monthly support is optional.
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.
Which ERP do you recommend?
It depends on invoice volume, stock and tax regime. The recommendation comes from the diagnosis, with license cost included in the math.
Do you handle Brazilian tax invoicing for foreign companies?
We implement invoicing inside Brazilian ERPs, working alongside your accountant. We are not an accounting firm and we do not give tax advice — we make the systems do what your accountant defines.
Can we automate without replacing our systems?
In most cases, yes. If the current tools expose an API, we integrate what exists. Replacing a system is the last option, not the first.
How long does implementation take?
Four to eight weeks, depending on data migration and how many routines enter the first phase. Migrating stock and history is usually the slowest part, so it goes first in the schedule rather than last.