Upbeat Sales
Built for med spas

CRM and lead follow-up for med spas

A prospective client asks about a treatment on a Sunday night. Upbeat texts them back in seconds, in your clinic's voice, and books the consultation before Monday's inbox catches up.

Start your free trialSee how it works

14-day free trial. No credit card required. $99/month flat.

What is the best CRM for med spas?

The best CRM for a med spa is one that books a consultation within minutes of the inquiry, because aesthetics clients research several clinics at once and the first professional reply usually wins the consult. Upbeat Sales connects to your website form, Calendly, or any booking tool with a webhook; texts each new lead back in the clinic's own voice with consultation times; pauses the moment the client replies so your front desk takes over; and tracks inquiry → consultation → treated in one pipeline. $99/month flat.

Why med spas lose leads

Inquiries come in outside clinic hours

Evenings and weekends are when people research treatments. A Monday-morning callback reaches someone who has already booked a consult elsewhere.

Front desk is busy with clients in the room

Checking in patients and handling calls is the job. Web-form follow-up is what gets pushed to the end of the day.

Practice-management systems are not follow-up tools

Charting, scheduling, and payments are handled well. The first reply to a new inquiry usually is not.

How it works

1

Connect your inquiry source

Website form, Calendly, or your booking platform via webhook or Zapier. Ten minutes.

2

A client inquires

Upbeat picks it up within seconds, with the treatment or concern they mentioned.

3

Upbeat texts in your voice

A professional, specific message that offers the consultation and asks which times work.

4

Your front desk takes over when they reply

Automation pauses for that lead. Staff confirm the consult from the dashboard or your phone.

Works with what med spas already use

  • Calendly
  • WordPress
  • Squarespace
  • Zapier
  • n8n
  • CSV import

See all integrations

Common questions

Can it keep messages professional and treatment-appropriate?

Yes. During setup you describe how the clinic communicates, which treatments you offer, and what the consultation involves. Upbeat writes in that register. Approval Mode can also queue every draft for staff review before it sends.

Does it store medical information?

Upbeat handles the pre-consultation conversation — the inquiry and the booking. It is not a charting or records system, and treatment details belong in your practice-management software.

Is texting prospective clients compliant?

Upbeat only texts people who contacted the clinic first — a form submission, a booking, or a list you imported with consent. Every message includes opt-out instructions and STOP unsubscribes immediately. Check your own state and specialty requirements for any additional rules.

Can multiple front-desk staff work the inbox?

Yes. Team members can be invited to the workspace, and every reply shows up in the shared dashboard and your texting provider's inbox.

Further reading

Ready to stop losing clients?

Setup takes 10 minutes. The first text goes out within the hour.

Start your free trial