Medical and Beauty CRM

Medical and Beauty CRM was built for the medical group, beauty group with multiple clinics. It includes customer management, service package with entitlements, booking of appointments, staff rosters, appointment results and diagnostic reports.

The member module keeps a record of the member profile. It also tracks all activities with the member. This includes

– membership and levels
– orders placed for packages
– booking appointments
– treatment history and reports
– products prescribed

Member Registration eForm

New members are recruited by different channels. After filling in the registration form, they are automatically send a welcome letter.

– registration eForm
– automated welcome kit
– membership eCard
– send promotion eCoupons
– assign to a salesperson

Salesperson and Agents

Sales persons and agents play an important role in recruiting new customers and to sell packages.

– introducing salesperson or agent
– find agent fee
– package sales agent fee
– service delivery agent fee

Product Packages

Service Packages

Special Offers Packages

Members can purchase packages on products or services. Special promotion offers include free coupons with entitlements.

– package with multiple products
– package with multiple service entitlements
– can use for later booking
– send eCoupons to member

Booking Calendar

Package Entitlements Booking

Multi-center Booking

Appointment Calendar show all the available timeslots per day. Members can use their coupon to book their services. Each calendar timeslot is controlled by the roster in the CRM.

– by each treatment type
– by room roster
– by equipment roster
– by staff roster

Service Center Point of Sales / Service

Multiple Service Center

The Service Center Portal provides each branch office their point of sale terminal for Staff to perform their daily work. this may include:

– Lookup the customer
– Signup new customer
– Place order for new package
– record the payments
– Book appointments for members on calendar
– log results of services
– check-in members arriving for their appointment