MedSpa CRM

The CRM Built
For MedSpas

Patient management, scheduling, clinical workflows, payments, and more — designed for aesthetic practices, not generic businesses.

1Patient Management

Patient Profiles

Complete demographics, treatment history, photos, documents, and notes in one view.

Custom Fields

Add any field you need — allergies, skin types, referral sources, and more.

Communication Log

Every email, SMS, call, and note automatically logged to the patient record.

Document Storage

Upload and organize photos, consent forms, and clinical documents securely.

2Scheduling & Booking

Online Booking Page

Customizable booking page that embeds on your website or shares via link.

Google Calendar Sync

Two-way sync so your schedule is always up to date across all devices.

Automated Reminders

SMS and email reminders reduce no-shows by up to 40%.

Waitlist Management

Automatically fill cancellations from your waitlist.

3Clinical Workflows

GFE Intake Forms

Digital Good Faith Estimate forms with e-signature support.

SOAP Notes

AI-powered clinical notes that auto-generate from treatment data.

Consent Forms

Customizable consent forms with digital signatures and audit trail.

Treatment Plans

Create and track multi-visit treatment plans with progress notes.

MD Review Portal

Dedicated portal for medical directors to review and approve GFEs remotely.

Photo Documentation

Before/after photos linked to treatment records for clinical documentation.

4Payments & Billing

Stripe Integration

Accept credit cards, ACH, and digital wallets seamlessly.

Memberships

Create recurring membership plans with automatic billing.

Packages & Bundles

Sell multi-treatment packages with automatic session tracking.

Gift Cards

Digital gift cards with unique codes and balance tracking.

Invoicing

Professional invoices with payment links sent via email or SMS.

5Pipeline & Deals

Visual Pipeline

Drag-and-drop deal stages from lead to booked to treated.

Lead Scoring

AI-powered scoring to prioritize your hottest leads.

Activity Tracking

See every touchpoint — calls, emails, forms — in a unified timeline.

Revenue Forecasting

Project revenue based on pipeline value and conversion rates.

Why Switch to Elexiz?

Unlike generic CRMs, Elexiz is purpose-built for MedSpas.

FeatureElexizOthers
GFE & Consent Forms
AI SOAP Notes
MD Review Portal
Built-in Marketing
AI Voice Agent
HIPAA CompliantVaries
Starting Price$99/mo$150+/mo

Ready to Ditch Your Generic CRM?

Start your free trial — import your patients in minutes.