Med Spa CRM · Owned outright

A custom CRM for med spas

A med spa grows on repeat visits more than first ones. The money is in the client who comes back on schedule, and most software forgets them after checkout.

Scope my CRMWhat are missed leads costing me?

Quick answer

A med spa CRM should capture new consult leads instantly, then keep each client on their treatment rhythm: rebooking reminders on the interval you set for each service, package and membership tracking, and win-back messages for clients who have gone quiet. We build it as software you own, separate from any clinical charting you use.

The pipeline, built the way med spas work

  1. 1New leadTreatment interest and source captured.
  2. 2Consult bookedConfirmations and reminders on their own.
  3. 3First treatmentService, provider and package recorded.
  4. 4Rebook dueOpens on the interval you set for that service.
  5. 5MemberMembership tier, renewal date and perks used.
  6. 6LapsedNo visit past the interval: a win-back sequence starts.

Screens from CRMs we have built

Laptop showing a dark CRM dashboard with the open-pipeline total circled, labeled 'Pipeline worth, live'.
Our own CRM · demo dataThe whole pipeline, worth in dollarsOpen deals by stage, money collected this month, and who is worth a call today. Shown with invented businesses and numbers.
Laptop showing a CRM lead inbox with the Waiting filter circled, labeled 'No lead left waiting'.
Our own CRM · demo dataNo lead sits unansweredNew leads wait in one inbox, oldest first, until someone qualifies or converts them. Invented leads shown.
Laptop showing a CRM payments list with the outstanding total circled, labeled 'Collected vs. owed'.
Our own CRM · demo dataInvoiced, collected, outstandingEvery invoice with its status, and the money still owed at the top. Demo data shown.

Every name, business and number in these screens is invented demo data.

What it keeps on every record

  • Services received and the date of each
  • Packages bought and sessions remaining
  • Membership tier and renewal date
  • Lifetime value per client
  • Source of every new client

What it does on its own

  • Instant replies to new leads with consult times
  • Rebooking reminders on the interval you set per service
  • Package and membership renewal reminders
  • Win-back messages for lapsed clients
  • Review requests after a visit

What stays where: Medical charting stays in your clinical system. The CRM holds booking, package and follow-up information, not treatment notes.

Owned, not rented

  • From $4,500

    One-time build. A fixed figure before anything starts.

  • No per-seat fees

    Add your whole team. The price does not move.

  • Yours outright

    Your code, your data, your branding. Change it any time.

See the CRM dashboard we build

Frequently asked questions

Can it remind clients when they are due again?

Yes. You set the interval for each service, and the reminder goes out on its own when a client is due.

Does it track packages and memberships?

Yes. Sessions remaining, renewal dates and lifetime value are on every client.

Will it replace our booking software?

It can, or it can sit beside it. We decide that with you on the scoping call, based on what you use today.

Want it built around your med spa business?

A short call to map your stages and what you use today. You leave with a fixed price.

Book a free call

Filling the pipeline

Med Spa marketing: ads, funnels and follow-up

CRMs for other industries

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