Solution
All Your Leads in One Pipeline.
CosClinic's Lead Management CRM is purpose-built for aesthetic practices — giving your team a single, prioritized view of every inquiry so nothing gets forgotten and no revenue walks out the door.
CRM Features
Built for the aesthetic patient journey.
Unified Lead Inbox
Every inquiry — from website chat, phone calls, Google ads, social media and referrals — appears in one centralized inbox. No more hunting across email, phone logs and sticky notes.
Visual Pipeline & Status Tracking
See every lead's status at a glance: New, Contacted, Consultation Scheduled, Attended, Treatment Accepted. Move leads through stages with one click.
Lead Source Attribution
Know exactly which marketing channel each lead came from — Google Ads, SEO, Instagram, referral. Understand your cost-per-lead and ROI for every campaign.
Staff Task Assignment
Automatically assign follow-up tasks to specific team members. The worklist shows each staff member exactly who to call, text or email today — with priority ranking.
Automated Follow-Up Triggers
When a lead goes quiet, the CRM triggers an automatic follow-up text or email. Configurable sequences ensure no lead is forgotten after 24, 48 or 72 hours.
Notes & History
Every call, message, consultation and note is logged against the patient record. Any team member can pick up a lead with full context — no handoff friction.
The Lead Workflow
From first touch to booked consultation.
Lead enters
Inquiry arrives from any channel — website, ad, phone, social. It's instantly captured in the CRM with source, timestamp and content.
AI qualifies
CosClinic AI assesses treatment interest and intent level, then assigns a priority score to help staff focus on the hottest leads first.
Task assigned
Staff receive a clear worklist: call Jane re: Botox consult, text Mark re: implant inquiry. Priority, deadline and contact details are all right there.
Follow-up tracked
Every contact attempt is logged. If a lead doesn't respond, automated sequences kick in. Nothing slips through.
Consultation booked
When the lead books, the CRM moves them to the next stage and fires confirmation messages. Calendar sync prevents double-booking.
Pipeline reported
Monthly reports show conversion rates by source, stage drop-off analysis and team performance — so you can optimize your funnel.
Stop letting leads go cold.
With a structured pipeline and automated follow-up, your team converts a significantly higher percentage of inquiries into consultations — without working harder.