CRM & Pipeline · Med Spa
Clarity on what's in your pipeline and what's moving, without a 40-page report.
The reality
Practices forget which prospect was about to book, which patient ghosted, which referral never converted. The CRM doesn't replace your PMS. It captures the front-of-funnel stuff your PMS doesn't, so the people on the way to becoming patients don't get lost.
What we fix
Med spa clients spend $3,000-$6,000 per year on recurring treatments. These are high-value clients who judge credibility by your online presence. A template site doesn't just fail to convert them — it pushes them to competitors who look more professional. A typical med spa loses 5-8 high-value clients a month this way — leaving $180K-$500K/year on the table.
A template that looks like every other med spa
Clients spending $5,000/year on treatments expect a premium experience from the first click. A Wix template with stock photos says 'we didn't invest in our business' — and they won't invest in you.
No way to book consultations after hours
Most med spa browsing happens evenings and weekends. If your site can't capture a consultation request at 9pm, that client books with whoever can.
Service pages that don't sell
A bulleted list of treatments isn't a service page. Clients want before-and-after results, provider credentials, treatment details, and pricing context before they'll book a consultation.
Invisible in local search for high-intent queries
When someone searches 'Botox near me' or 'body contouring [city],' your competitors show up. You don't. Poor SEO means you're paying for ads to compete with businesses that get this traffic for free.
What you get
Every inquiry lands in a stage. You see what's new, what's quoted, what's booked, and what's closed. No leads forgotten.
Quotes are tracked from sent to accepted. Jobs are tracked from booked to invoiced. Nothing slips between the cracks.
Monthly summary: inquiries this month, where they came from, what closed, what's open, what we're moving next. No jargon, no fluff.
Real-time access to your numbers any time you want. Not a report you wait a month for. A window you can open right now.
FAQ
Yes. We integrate with Vagaro, Zenoti, Boulevard, Mangomint, and other major med spa platforms. Online booking feeds your calendar. Client inquiries flow into your CRM. Your front desk workflow doesn't change.
We build galleries with proper consent documentation workflows. Photos are displayed professionally with treatment details, provider attribution, and clear disclaimers. Your most powerful marketing asset, done right.
Most med spa sites launch around Week 4 inside the 28-day Forge Method engagement. That includes discovery, custom design, development, content for all your services, and testing. We handle everything.
You own your content and your domain. If you decide to move on, we provide all assets, assist with migration for up to 14 days. The commitment runs twelve months, with a performance exit if we stop delivering. We keep clients by delivering value — not by making it hard to leave.
See more on the Med Spa page or the full FAQ.
More for med spa
CRM & Pipeline elsewhere
This page covers crm & pipeline as we build it for med spas & aesthetic practices. For how the capability works on its own, across every industry we serve, see crm & pipeline.
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