Core module

Customer Relationship Management

CRM

The operational nerve center for client relationships across every branch — leads, scheduling, packages, and loyalty in one place.

The CRM module consolidates client profiles, lead acquisition sources, multi-room scheduling, package quotation workflows, and loyalty program analytics into a single integrated platform.

3-Tier Treatment Taxonomy

Organizes treatments in a hierarchical structure: Category > Subcategory 1 > Subcategory 2 > Treatment. Each service maps explicitly to branches and clinical departments.

Core capabilities

  • Omnichannel lead capture — WhatsApp Business, Facebook Meta, and 3CX, with standardized response scripts and inquiry tags.
  • Resource scheduling engine — weekly doctor availability grids and room-based treatment grids.
  • Quotation & package buckets — custom and predefined quotations; paid sessions load into Buckets ready for the booking grid.
  • Loyalty, vouchers & referrals — Bronze/Gold/Platinum tiers, reward points, barcode-tracked gift vouchers, partner referral commissions.