AI CRM
Stop Losing Leads to Spreadsheets, Sticky Notes, and Badge Scanners.
Whether you are running a med spa trying to follow up with every prospective patient from an event, or an aesthetic supplier coming home from a trade show with 300 scanned badges and no plan, CRM AI is the system that captures every lead, updates itself from your conversations, surfaces the opportunities you are missing, and coaches your team to close more of them.
MARKET 1
Med Spas and Aesthetic Practices
You are managing prospective patients, treatment inquiries, existing client relationships, and staff performance all at once. CRM AI gives your practice the organized, automated sales infrastructure to convert more leads, retain more clients, and grow revenue without adding administrative overhead.
MARKET 2
Aesthetic Suppliers and Trade Show Exhibitors
You come home from AMWC, ISPA, or the Aesthetic Show with hundreds of scanned badges and the best of intentions. Three weeks later, half of them have still not been followed up with. CRM AI gives suppliers the pipeline, conversation intelligence, and follow-up automation to turn every trade show into a reliable source of closed deals.
DOES THIS SOUND FAMILIAR?
Leads Are Slipping Through the Cracks. Every Single Day.
The problems are different depending on whether you run a practice or sell to one. But the outcome is the same: real revenue lost to disorganization, slow follow-up, and a CRM nobody actually updates. CRM AI solves both.
FOR MED SPA, AESTHETICS & MEDICAL PRACTICES
01
"We have a CRM but nobody actually updates it. It takes too long and it's always out of date."
Manual data entry after a sales call, consultation, or patient inquiry is the single biggest reason CRM systems fail small practices. If updating the CRM takes more than 30 seconds, it does not get done consistently. That means your pipeline is always stale, your follow-up is guesswork, and the opportunities you think you have are not the ones that actually exist.
Result: decisions made on bad data, follow-up that misses the mark, and revenue that disappears into a pipeline nobody believes in.
02
"After a consultation, we rely on the provider's memory for follow-up. Sometimes things fall through the cracks."
When the outcomes of a consultation or sales call live only in someone's head or a handwritten note, follow-up becomes inconsistent by definition. The provider who did the consultation is the only one with the context. When they are unavailable, the lead waits. When they forget a detail, the follow-up lands wrong. CRM AI captures every conversation and makes the context available to everyone who needs it.
Result: warm leads gone cold because nobody followed up with the right information at the right time.
03
"We have no way to coach our front desk or sales team on how to handle consultations better."
Without recorded conversations and objective scoring, every piece of sales coaching is subjective. You cannot identify specific moments where the consultation went sideways. You cannot see patterns in what your best team member does differently. You are coaching on impressions rather than evidence, which means improvement is slow and inconsistent.
Result: a team that never quite reaches its conversion potential because coaching is never specific enough to change behavior.
FOR AESTHETIC SUPPLIERS AND TRADE SHOW EXHIBITORS
01
"We come home from every trade show with 200 badge scans and the best intentions. Three weeks later, half of them still haven't been contacted."
The energy at a trade show is one of the most powerful sales accelerators that exists. Warm leads, real conversations, genuine interest, all collected in a matter of days. And then everyone goes home, gets pulled back into day-to-day operations, and the follow-up that should have happened within 48 hours is still in progress three weeks later. By then, the warmth is gone.
Result: thousands of dollars in trade show investment producing a fraction of the pipeline it should because the follow-up window closed before the follow-up happened.
02
"Our sales reps remember the conversations they had at the show. What they can't always remember is which leads were actually serious."
At a four-day trade show with hundreds of conversations, the details blur. Who said they were ready to order this quarter? Who was genuinely interested versus just polite? Who asked a specific question that needs a specific follow-up? Without a system that captured those conversations and prioritized the opportunities, the follow-up is one-size-fits-all when it needs to be precise.
Result: high-intent leads treated the same as tire-kickers because there is no data to distinguish between them.
03
"Our pipeline after each show looks full but our close rate doesn't reflect the quality of leads we actually met."
Without conversation intelligence, every lead in the post-show pipeline looks the same on paper. The supplier who was ready to sign and the one who grabbed your card to be polite both show up as "contacted, pending follow-up." Without the context from the actual conversation captured and analyzed, sales reps spend equal time on unequal opportunities and the pipeline never quite delivers what the show floor promised.
Result: inflated pipeline expectations and disappointing conversion rates that make it hard to justify the next show investment.
80%
of sales require 5 or more follow-up touches. Most reps stop at two when there is no automated system prompting them.
48hrs
the window within which trade show leads expect follow-up. After 72 hours, lead temperature drops significantly.
65%
of CRM data is entered incorrectly or not at all when it depends entirely on manual rep input after every call.
HOW CRM AI WORKS
Six Things Happening Automatically After Every Sales Conversation
The fundamental shift CRM AI makes is moving the system from something your team has to maintain to something that maintains itself. Every meeting, call, and sales activity becomes data. That data becomes context. That context becomes action. Without anyone on your team spending time on it.
01
No more manual data entry after every call
CRM Updates Itself After Every Meeting
Meeting recordings from Google Meet and Microsoft Teams are automatically transcribed, summarized, and used to update the relevant contact and opportunity records. What was discussed, what was agreed, what needs to happen next, all logged without your rep touching the CRM after the call ends.
04
No more subjective coaching conversations
Every Call Scored for Coaching Automatically
Conversation Intelligence scores every recorded sales interaction on sentiment, methodology adherence, coachable moments, pain points identified, and opportunities surfaced. Managers see specific, timestamped moments to review with each rep rather than giving general feedback based on impressions. Coaching becomes evidence-based and specific.
02
No more hunting through notes and emails for context
Ask Your CRM Anything in Plain English
The AI Sales Assistant lets you and your team query your entire CRM database in natural language. "What did we discuss with that med spa in Austin?" "Which opportunities have not had activity in the last 30 days?" "What are the next steps on our three largest deals?" Instant answers without digging.
05
No more leads falling into the pipeline and disappearing
Visual Pipeline with Live Opportunity Tracking
Every lead, contact, and opportunity managed in a visual drag-and-drop pipeline that reflects the actual state of your sales. Smart lists and static contact segments let you view your pipeline any way you need, and the AI Sales Assistant surfaces hidden opportunities and next-best-step recommendations continuously.
03
No more forgotten action items after consultations
Action Items Extracted and Assigned Automatically
After every recorded meeting, AI-generated summaries identify the specific next steps that were agreed in the conversation and surface them as tasks with context already attached. The right person gets the right follow-up action with the conversation notes loaded, so no promised callback or promised quote is ever forgotten.
06
No more starting from scratch after trade shows or spa events
Trade Show Lead Import and Rapid Follow-Up
Import badge scan exports, contact lists, and lead data from any trade show directly into CRM AI. Segment leads by conversation quality, interest level, and follow-up priority. Set up automated outreach sequences that begin within hours of the show ending so no lead goes cold while your team recovers from the event.
THE PLATFORM IN DETAIL
A CRM Built for Sales Teams Who Actually Want to Close
PIPELINE MANAGEMENT
Every Lead, Every Stage, Always Current
A visual, drag-and-drop pipeline showing every opportunity in your sales process with real status driven by actual meeting outcomes rather than rep memory. The CRM updates itself after every recorded call so the pipeline you see reflects what is actually happening in your sales conversations, not what someone entered three days later.
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Visual drag-and-drop pipeline with customizable stages
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Auto-updated from meeting recordings and sales activity
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Smart lists and static segments for any view of your pipeline
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AI surfaces hidden opportunities and stalled deals automatically
MEETING INTELLIGENCE
Every Conversation Captured, Summarized, and Actioned
Meeting recordings from Google Meet and Microsoft Teams are automatically transcribed, AI-summarized, and logged to the relevant CRM record. Summaries include the key discussion points, agreed next steps, and specific action items so the entire team has the context of every conversation without being in the room for it.
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750 minutes of meeting recording per month on Pro plan
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AI-generated summaries with bulleted action items
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Full transcript searchable from within the CRM
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Supports Google Meet and Microsoft Teams natively
PRO - COACHING INTELLIGENCE
Score Every Call. Coach Every Rep. Close More Deals.
The Sales Coaching module scores every recorded conversation on sentiment, interaction quality, methodology adherence (BANT, MEDDPICC, Sandler), and identifies specific coachable moments, pain points raised, and opportunities missed. Managers can see exactly what their best reps do differently and replicate it across the whole team with specific, timestamped evidence.
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Automated scoring on sentiment and conversation quality
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Scored against BANT, MEDDPICC, and Sandler methodologies
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Coachable moments, pain points, and opportunities flagged automatically
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Identify what top reps do differently and scale it across the team
AI CHAT WITH YOUR CRM
Ask Your CRM. Get Instant Answers.
Instead of filtering, searching, and digging through contact records, you simply ask the AI Sales Assistant what you need to know. "Which leads from the AMWC show have not been contacted yet?" "What were the main objections in our last three demos?" "Which opportunities are at risk of going cold this week?" Instant, specific, data-driven answers.
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Natural-language queries against your full CRM database
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Surface hidden opportunities and at-risk deals instantly
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Get next-best-step recommendations based on current data
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Available on both Standard and Pro plans
CHOOSE YOUR PLAN
Two Levels of AI-Powered Sales Management
Standard gives you the full AI-powered CRM with self-updating records, pipeline management, and AI chat. Pro adds meeting recording, full conversation intelligence, and sales coaching on every call. Contact us to discuss investment levels for your practice or sales team.
INCLUDED IN EVERY PLAN
Your team gets access to the Business App dashboard
Every CRM AI plan includes access to Business App, a centralized dashboard where your team manages contacts, pipelines, conversations, and tasks. It also serves as the hub for any additional Digital Med Spa services you add over time, including AI Conversations, Social Marketing, and Local SEO, with built-in messaging and file sharing so everything we manage for you lives in one organized place.
PROFESSIONAL
AI Sales Intelligence
Everything in Standard plus 750 minutes per month of meeting recording with AI summaries, full conversation intelligence, coachable moment detection, and automated scoring against proven sales methodologies. The complete system for practices and suppliers who want to close more and coach better.
WHAT IS INCLUDED WITH STANDARD
+ Manage customer profiles
+ Manage company profiles, associate contacts, opportunities
+ Track and manage opportunities in a pipeline
+ Capture leads in CRM with web forms
+ Segment contacts with static or smart lists
+ Create custom objects and fields for your industry
+ View all interactions and activities in one place
+ Create, assign and track tasks
+ Schedule meetings and book appointments
+ Chat with your CRM for instant answers
+ Auto update CRM based on meetings and sales activities
x Meeting recording, transcription, summaries in CRM
x Conversation intelligence, meeting topics and action items
x Sales coaching, sentiment, conversation scores
x Coachable moments, pain points, opportunities
x Scoring on sales methodologiesSales
WHAT IS INCLUDED WITH PROFESSIONAL
+ Manage customer profiles
+ Manage company profiles, associate contacts, opportunities
+ Track and manage opportunities in a pipeline
+ Capture leads in CRM with web forms
+ Segment contacts with static or smart lists
+ Create custom objects and fields for your industry
+ View all interactions and activities in one place
+ Create, assign and track tasks
+ Schedule meetings and book appointments
+ Chat with your CRM for instant answers
+ Auto update CRM based on meetings and sales activities
+ Meeting recording, transcription, summaries in CRM*
+ Conversation intelligence, meeting topics and action items
+ Sales coaching, sentiment, conversation scores
+ Coachable moments, pain points, opportunities
+ Scoring on sales methodologies
Pro includes 750 meeting recording minutes per month, with unlimited recording included as a bonus through mid-2026. After the bonus period, overage is billed at $0.04 per minute. We provide advance notice before any overage charges begin. CRM AI integrates with Conversations AI to connect your AI Receptionist lead capture directly to your sales pipeline.
INCLUDED WITH BOTH PLANS
Our Team Configures and Launches Your CRM AI System
Get your CRM fully operational, your pipeline built, and your team trained without spending weeks on setup. We configure your CRM for your specific sales process, import your existing contacts, connect your tools, and train your team so you start using it from day one rather than day thirty.
ONE TIME
Setup and Configuration
Pipeline and sales stage configuration
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Built to match your actual sales process, whether that is med spa consultations, supplier distribution deals, or trade show follow-up
Contact import and data migration
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Existing contacts from spreadsheets, previous CRMs, or trade show badge exports imported and organized on day one
Custom objects and fields for your industry
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CRM structured to track the specific data your practice or sales operation actually needs
Team training and onboarding call
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Walk your team through pipeline management, AI chat, meeting recording, and follow-up workflows so adoption happens from day one
ONGOING
Monthly Support
Pipeline and workflow adjustments
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As your sales process evolves, we update your pipeline stages, custom fields, and automation workflows to keep pace
Coaching insight reviews
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Monthly review of conversation intelligence data to identify patterns, flag persistent coaching issues, and recommend specific improvements
Feature update implementation
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New CRM AI capabilities applied to your setup as they are released
Available as an add-on to any CRM AI plan. Contact us for setup and monthly support investment levels.
Every Lead You Generate Deserves a System That Follows Up.
Book a free discovery call. We will show you how CRM AI works for your specific situation, whether you run a practice or sell to one, and which plan closes the gaps you are experiencing right now.
No commitment required · Typically 15-30 minutes
WHAT THE AI ACTUALLY DOES
A CRM That Works for You, Not the Other Way Around
Traditional CRMs are only as good as the data your team puts in. Which means they are almost always out of date, incomplete, and trusted by nobody. CRM AI flips this. The system updates from what actually happens in your sales conversations, and the AI surfaces what matters without you having to go looking for it.
Automates CRM updates from meeting recordings and activities
Every recorded meeting is transcribed and analyzed. Contact records, opportunity status, and next steps are updated automatically so your pipeline reflects reality rather than what someone remembered to enter two days later.
Chats with your CRM data in plain English
Ask the AI Sales Assistant anything about your contacts, opportunities, or pipeline and get instant, specific answers. No filtering. No report-building. Just the answer you need right now.
Extracts action items and follow-up tasks automatically
Every commitment made in a sales conversation becomes a task with the conversation context already attached so your team follows up on the right things with the right information every time.
Coaches every rep on every recorded call
Automated scoring identifies what each rep did well, what they missed, and where specific improvement opportunities exist, making coaching continuous, objective, and specific rather than occasional and subjective.
Connects to AI Receptionist for end-to-end lead capture
Pair CRM AI with Conversations AI so leads captured by your AI Receptionist flow directly into your pipeline with their conversation context already loaded, creating a seamless path from first contact to closed deal.
01.
Custom Objects for Your Industry
Track the unique data that matters for your specific business using Custom Objects. For aesthetic suppliers, that might be product lines, distributor relationships, or territory data. For practices, it might be treatment history, membership tier, or consultation outcomes. The CRM adapts to your business, not the other way around.
02.
Full Data Privacy and Access Control
Robust settings let you control exactly who can view meeting recordings, transcripts, and AI-generated summaries. Your conversation data stays within your account and is never shared externally. Managers can restrict access to sensitive call recordings by role, ensuring the right people see the right conversations.
03.
Connect Your Entire Tool Stack
CRM AI connects with Conversations AI for seamless lead capture to pipeline flow, and integrates with the broader suite of Digital Med Spa services to give you a single operational hub. Your AI Receptionist captures the lead. Your CRM AI manages the relationship. Both update automatically.
04.
Visual Pipelines and Central Activity Feed
Every lead, contact, and deal managed in a visual drag-and-drop pipeline with a central activity feed showing every interaction, task, note, and call log in one chronological view. Your team always knows the full history of every relationship without asking anyone to debrief them.
Your Leads Deserve a System That Never Lets Them Fall Through the Cracks
Book a free discovery call. We will show you how CRM AI works for your specific situation, whether you are a practice trying to manage patient relationships or a supplier following up from a trade show, and exactly which plan closes the gaps you are experiencing.