MED SPAS & AESTHETICS

Score every consultation request. Know which campaigns produce real clients.

Your med spa receives 150+ inquiries per month from Instagram, Facebook Ads, Google, Groupon, and referrals. Quality varies wildly. TriageCRM is an aesthetic practice CRM that scores each consultation request by treatment value and referral source so your team focuses on high-value clients — not Groupon bargain shoppers.

How TriageCRM works for med spas

Score by treatment value

Inquiry scoring automatically ranks each consultation request. Body contouring ($5K+) scores higher than a basic facial ($150). Your team calls the high-value consultations first.

Track campaign-level ROI

See exactly which campaigns produce premium clients versus bargain shoppers. Compare Instagram organic, Facebook Ads, Google Ads, and Groupon side-by-side by conversion rate and client value.

Route by treatment type

Injectable consultations route to your NPs. Facial and skin treatment requests go to aestheticians. Laser procedures route to your laser technician. Each inquiry follows the right path automatically.

Triage rules for med spas

Example rules a med spa would configure:

  • Premium treatments: IF treatmentType = BODY_CONTOURING OR LASER → priority HIGH, assign to treatment coordinator
  • Injectables: IF treatmentType = BOTOX OR FILLER → tag "Injectables", assign to NP scheduler
  • Groupon leads: IF source = GROUPON → priority LOW, tag "Groupon", assign to nurture queue
  • Organic referrals: IF source = PATIENT_REFERRAL → priority HIGH, tag "VIP Referral"

IF

treatmentType EQUALS BODY_CONTOURING

source NOT_EQUALS GROUPON

THEN

Set priority to HIGH

Add tag Body Contouring

Assign to Treatment Coordinator

Med spa CRM questions

What is the best CRM for a med spa?

For med spas that need to score consultation requests by treatment value and track marketing ROI, TriageCRM automates the booking workflow. Read our guide on med spa client inquiry management.

How do med spas track marketing ROI?

TriageCRM tracks referral source for every inquiry so you can compare campaigns. See our guide on healthcare marketing ROI tracking.

Can TriageCRM separate premium clients from Groupon leads?

Yes. Triage rules automatically score and tag inquiries by source and treatment value, routing premium clients for immediate callback and Groupon leads to a nurture sequence.

How much does a med spa CRM cost?

TriageCRM starts at $0/month. Professional is $29/user/month. See our pricing page.

Is TriageCRM HIPAA compliant for med spas?

TriageCRM is built with healthcare data security in mind. Read our HIPAA compliance guide.

Ready to triage your med spa's consultation requests?

Know which campaigns produce real clients — not just clicks.

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