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Medical and Beauty CRM

Medical and Beauty CRM

Medical and Beauty CRM was built for the clinic industry. It includes customer management, service package with entitlements, booking of appointments, staff rosters, appointment results and diagnostic reports.

New Customer Recruitment

New members are recruited by different channels. After filling in the registration form, they are automatically send a welcome letter.

– automated welcome

– send promotion eCoupons

– assign to a salesperson


Member Profile

The member module keeps a record of the member profile. It also tracks all activities with the member. This includes

– orders placed for packages

– booking appointments

– treatment history and reports

– products prescribed

Booking Calendar

Appointment Calendar show all the available timeslots per day. It is built up for each treatment type, the roster of staff, the roster of equipment.

Staff Portal

Each branch office can login to the Staff Portal to perform their daily work. this may include:

– Lookup the customer

– Review packages ordered, place new order 

– Appointments booked for different package entitlements

– Services performed

– Make payments

Benefits of Medical & Beauty CRM

Customer Profile

Patient details

Maintain a detailed record of the patient. Including all activities, purchases, treatments and reports.

Branch Office

Staff Portal

Enable each front desk with a powerful point of sales and servicing tool. Easily extend your business with both owned and franchised branches.

Service Management

Packages & Bookings

Manage your business with packages + entitlements. Schedule your service appointments with the staff and equipment roster.