CRM system for spa and clinic chains
A CRM for spa chains that follows each customer from ad lead to telesales call, appointment, visit and payment, measuring the performance of every consultant and campaign.
Challenge and solution
The spa chain ran ads constantly but could not tell how many leads became visits, which consultants performed best or which campaigns were profitable.
DCA built a CRM with a conversion funnel from new lead to call, appointment and visit. Each department (telesales, front desk, technicians, marketing, accounting) has its own workspace.
Key features
- Overview dashboard: revenue, new leads, appointments, show-up rate
- Conversion funnel from lead to visit, by date range
- Telesales center, front desk and appointments, follow-up and reminder schedule
- Technician and doctor portal, customer records
- Supplies inventory and debt ledger
- Commission configuration and consultant performance reports
- Ad reports, content library and marketing calendar
Staff names in the screenshot have been blurred to protect our client’s data.
On the big screen
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