CRM, leads and campaigns for a hair clinic: tracking each enquiry until it closes or is dropped

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A CRM exists for one thing: so that no enquiry is lost without someone deciding it. TrichoSuite's is on the Professional plan and above.

What it includes

• Lead board by phase, with search and pipeline and won-case figures.
• Lead scoring to prioritise those more likely to progress.
• Campaigns to segments of patients and contacts, with an opt-out filter: anyone who has unsubscribed from communications does not receive campaigns.
• Referrals between patients, to record who brought whom.
• Loyalty and birthdays, for courtesy contacts.
• Reusable message templates.
• Zapier integration on Professional.

How it is used in practice

Enquiries arrive from the web form, the chatbot and AI agents or are created by hand. Each has a phase and a next action. When a quote has gone days without an answer, it shows up on the board. When it closes, the lead becomes a patient with their record (clinical record).

What it does not do

• It does not buy traffic or manage ads: it measures and orders what arrives.
• Campaigns to patients are commercial communication using health data: they require a legal basis and consent. The tool filters opt-outs; responsibility for the content and the legal basis lies with the clinic.

Which pain it addresses

An unmeasured funnel and follow-up that depends on memory: The quote that never closes. It complements reports and surveys, which measure the outcome.