Consultation
From the first contact to a closed treatment.
- Lead
- Contacted
- Consultation scheduled
- Showed up
- Quote presented
- Treatment booked
- Lost
Cockpit CRM · Aesthetic clinics
CRM for aesthetics clinic with WhatsApp
The CRM with WhatsApp built for how a clinic works: scheduled consultations, tracked quotes, session packages and follow-ups at the right time.
7 days free, no card required. Plans from R$ 99 per month.
At an aesthetics clinic, the sale starts before WhatsApp: the client sees a post, sends a DM, asks the price and waits. Whoever replies first, and with care, usually gets the evaluation. Then come the quote, the session package, the no-shows and, finally, the follow-up for a touch-up or maintenance, which only happens if the clinic remembers to reach out.
Cockpit CRM follows that entire journey. Each deal says which procedure the client wants, the quote is recorded and the closed package becomes a session plan with scheduling and progress. Where each client came from (Instagram, TikTok, ad, referral) is noted, and the Follow-up pipeline brings back those who finished the package. The record holds only the commercial side, with no medical records.
The problem
Where your clinic loses clients today
DMs left unanswered
A client sees your post, messages you on Instagram or WhatsApp at night and, by the time someone replies, she has already booked with another clinic.
Quotes nobody follows up on
The consultation is done, the price is presented, she says she will think about it and nobody calls her back.
Packages that stall halfway
No-shows and reschedules get lost in the calendar, and the client drops out of her sessions without anyone noticing.
Follow-ups forgotten
Neurotoxin touch-ups, laser maintenance, another peel session: she only comes back if she remembers on her own.
With Cockpit, every client has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from first contact to follow-up
The stages below come set up when you create your account, and you can adjust them to how your team works.
Treatment
The package sessions, one by one, through to the last.
- Scheduled
- In treatment
- Final session
- Completed
- Dropped out
Follow-up
Touch-ups and maintenance at the right time.
- Follow-up due
- Contacted
- Follow-up scheduled
- Came back
- Not interested
A day at work
What the routine looks like with the CRM.
The front desk opens the queue
Overnight conversations are already in the CRM, with the client, the treatment and where she came from.
Consultation scheduled
The client confirms on WhatsApp and the card moves to Consultation scheduled.
Quote saved
The quote amount stays on the deal so nobody loses sight of it.
Sessions in the plan
Once the package is booked, the sessions go into the plan and each one is tracked to the end.
Nobody forgotten
Anyone who asked to think it over gets a reminder, and anyone who finished is already in the Follow-up pipeline.
Features
What comes ready for your clinic
Treatment of interest
Neurotoxin, fillers, biostimulators, laser, cryolipolysis: each deal already says what the client wants.
Package in sessions
A booked treatment becomes a plan with the sessions, the schedule and the progress of each one.
Follow-up pipeline
Whoever finishes a package enters the Follow-up pipeline for touch-ups and maintenance.
No-shows under control
Mark whether the client missed her consultation and whether she rescheduled, so nobody drops off the calendar.
Loss reasons
Quote too high, fear, postponed, went with another clinic: find out why each quote did not close.
Where each client came from
Instagram, TikTok, ad or referral: see where the clients who book a package come from.
WhatsApp and AI Agent
Your clinic's WhatsApp, inside the CRM
Every conversation becomes a client
Whoever messages you on WhatsApp becomes a deal in the CRM, with no duplicates for existing clients.
Team inbox
Front desk and practitioners on the same number, with a queue, transfers and internal notes the client never sees.
Quick replies
Address, hours, pre- and post-treatment care: one click and a standardized answer goes out.
Photos and voice notes
Photos, quotes and voice notes stay in the conversation and in the client's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your clinic's voice, answers questions, books the consultation and hands off to the front desk when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi! I saw your post about the biostimulator. How does the consultation work?
Hi! The consultation is with our specialist, who recommends what is best for you. I have Thursday at 2 PM or 5 PM.
5 PM is perfect.
All set, your consultation is booked for Thursday at 5 PM. See you then!
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from aesthetic clinics.
Can I find out where each client comes from?
Yes. The deal stores the source of the contact, such as Instagram, TikTok, an ad or a referral, and the pipeline dashboard shows what each source brought in. That way the clinic sees where the people who actually close a package come from.
How do I manage the session package?
Closed treatment becomes a plan with the sessions, the schedule and the progress of each one. Anyone who misses a session and doesn't reschedule is flagged on the deal, so the team knows whom to call.
What happens after the client finishes the package?
She enters the Follow-up pipeline, designed for touch-ups and maintenance. The team sees who has a follow-up coming due, reaches out over WhatsApp and tracks it until the follow-up is scheduled.
Does the record contain the client's health data?
No. The record holds only commercial information: procedure of interest, quote, no-shows and preferred provider. Medical records and clinical data stay in the system the clinic already uses.
We already use a scheduling system.
Cockpit handles what comes before and after the treatment: the contact, the quote, the package and the follow-up. Your calendar stays where it is.
The front desk has no time to learn another system.
The CRM comes with your clinic's pipelines and WhatsApp on the same screen. Your front desk keeps working where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR code.
What about my clients' data?
Each clinic has its own separate workspace, and each team member only sees what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your clinic already organized.
In minutes your CRM is ready with aesthetic clinic pipelines, treatments and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for dental clinicsReady-made pipelines: Evaluation, Treatment, RecallSee how it works →
- CRM for medical clinicsReady-made pipelines: Evaluation, Treatment, Follow-upSee how it works →
- CRM for gyms and fitness studiosReady-made pipelines: Acquisition, Retention, RenewalSee how it works →
- CRM for optical storesReady-made pipelines: Sales, Prescription renewalSee how it works →