Best CRM for Aesthetic Clinics

A CRM, or customer relationship management, the system can be a valuable tool for aesthetic clinics to help manage their interactions with clients and potential clients. These systems can help clinics keep track of client information, appointment scheduling, marketing campaigns, and more.

The most popular CRM software used by Aesthetic Clinics

Several CRM software options are popular among aesthetic clinics, and some of the most widely used include:

Acuity Scheduling

A widely used appointment scheduling software that allows aesthetic clinics to manage appointments, client data, and staff schedules and send automated appointment reminders and follow-ups.


A cloud-based CRM software designed specifically for healthcare practices, including aesthetic clinics. It offers appointment scheduling, patient management, treatment notes, and financial reporting.


This full-featured CRM software includes appointment scheduling, client management, marketing, and reporting. It also includes a mobile app for clients to book appointments and manage their accounts.

Shortcuts Software

This is another popular CRM and salon software that offers appointment scheduling, client management, inventory management, financial reporting, and more.

Salon Iris

A well-known CRM software that includes appointment scheduling, client management, inventory management, marketing, and reporting.


A well-established and widely used CRM software tailored to healthcare practices, including Aesthetic Clinics. It is a full-featured EHR and practice management system that offers appointment scheduling, patient management, treatment notes, financial reporting, and more.


Another CRM software suitable for Aesthetic clinics, it offers appointment scheduling, client management, treatment notes, financial reporting, and more; it has a user-friendly interface and is cloud-based.

These are just a few examples of CRM software options that are popular among aesthetic clinics, and many other systems are available. As I mentioned earlier, it is important to carefully consider the clinic’s specific needs and compare different options before making a final decision.

A CRM system can help aesthetic clinics in several ways:

  • Client Management: Keep track of client information, including contact details, appointment history, and treatment information.
  • Appointment Scheduling: Schedule appointments and manage cancellations and rescheduling.
  • Marketing: Create and track digital marketing campaigns, including email, Google Ads, and social media, and analyze their effectiveness.
  • Reporting: Generate reports on various aspects of the clinic’s operations, such as revenue, client acquisition, and appointment scheduling.
  • Inventory Management: Track the inventory of your products and consumables and monitor stock level, orders, prices, and more.
  • Electronic Medical Records: Store, organize, and secure your client’s medical records, access them quickly, and share them with other staff members and stakeholders.

When choosing a CRM system for an aesthetic clinic, it’s important to consider the clinic’s specific needs and look for a system that is easy to use and integrates well with other tools and systems that the clinic already uses.

How to choose the best CRM Aesthetic Clinics

When choosing a CRM system for an aesthetic clinic, there are several factors to consider to ensure that the system is a good fit for the clinic’s specific needs:

  • Ease of use: The CRM system should be easy for staff members to navigate and use. It should also be intuitive for clients when they interact with the system, such as through online booking or appointment reminders.
  • Customization options: The CRM system should be customized to fit the clinic’s needs. This includes adding custom fields, creating custom reports, and adjusting the system’s layout to fit the clinic’s workflow.
  • Appointment scheduling: Appointment scheduling is an important feature for aesthetic clinics, so choosing a CRM system that includes this functionality and integrates well with other scheduling tools that the clinic may already be using is important.
  • Reporting and analytics: Choose a CRM system that offers robust reporting and analytics options, such as tracking client history, revenue, and marketing campaign performance.
  • Data security: The CRM system should be secure and able to encrypt sensitive information such as client data and medical records.
  • Integration with other tools: A CRM system that integrates with other tools, such as email marketing software, payment processing systems, and electronic medical records software, can help streamline the clinic’s operations.
  • Scalability: As your clinic grow, you will need a system that can handle the increased data and users, so choose a CRM system that can scale with the clinic’s growth.
  • Support: Select a system with great support and documentation, as it would be easier for you to troubleshoot and resolve any issues that may arise.

The best CRM system for an aesthetic clinic will depend on the clinic’s specific needs and budget. I recommend visiting the vendor’s website, reading reviews, and trying out a demo or a free trial to see how the system works in practice.

Why aesthetic clinics should use both a CRM and an EHR

Aesthetic clinics can benefit from using both a customer relationship management (CRM) system and an electronic health record (EHR) system because they serve different but complementary purposes.

A CRM system is used to manage interactions with customers and prospects and can be used to track leads, appointments, and sales. Using a CRM, aesthetic clinics can improve their ability to market their services, follow up with leads, and manage appointments. This can lead to increased revenue and customer satisfaction.

On the other hand, an EHR system is used to manage patient health information and is a legal requirement for many healthcare providers. EHR systems can store patient demographics, medical history, medications, laboratory results, and other relevant information. By using an EHR, aesthetic clinics can improve the accuracy and efficiency of patient care and streamline communication with other healthcare providers. This can lead to improved patient outcomes and reduced errors.

A CRM and an EHR can help aesthetic clinics better manage customer interactions and patient health information. The CRM can provide important data on customer interactions, including their needs and interests, which can help target marketing and communication efforts. And an EHR can provide important data on patients’ medical history, treatment plans and outcomes which can be used to monitor and improve the quality of care provided.

In a nutshell, while a CRM helps to increase revenue by managing customer interactions and sales, an EHR ensures compliance, safety and medical record-keeping, both are complementary and important for effective operation and management of an aesthetic clinic.

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Marketing Consultant at Digital Acquire | Website

Angelo is an experienced digital marketing professional with a proven track record of over ten years as a manager for leading brands and startups. Contact him today.