The Pabau CRM platform
Our all-in-one software solution for clinics, spa’s and salons
Boost your business growth by managing leads more effectively
Manage all your potential clients in one place using lead pipelines
Save admin time by simplifying your lead management process
Level up your follow-up game with automated lead communication
Manually tracking leads through spreadsheets or paper records is both time-consuming and prone to errors.
Integrate Pabau’s lead capture form directly into your website to eliminate these inefficiencies.
You choose what information you collect, and you can also allow leads to upload photos.
Lead pipelines are structured series of stages that guide how you interact with each lead.Â
In Pabau, you can create lead pipelines customized for different treatments, locations, or customer groups.
This approach helps ensure every lead is nurtured at every step, making it easier to turn them into happy customers.
Data shows that the best way to convert leads is to respond promptly.Â
Ad-hoc processes often cause inquiries to get lost or forgotten, leaving potential clients frustrated and unsure about your services.Â
With Pabau, it’s simple. Use automated lead communications to ensure every inquiry receives a timely follow-up.
Using our automated lead communications means you can follow up with everyone automatically.
You can customize email or SMS templates for each stage of the lead pipeline. These templates automatically go out to leads as they are moved from one stage to the next, ensuring they get the right information at the right time.
Need help making your marketing efforts more effective? Don’t be left in the dark about what works.
Most practice management tools and manual tracking give you only basic data, while Pabau’s advanced analytics feature gives you clear insights into where your leads come from and how many turn into clients.Â
By seeing which marketing channels work best, you can focus your time and money on where they’ll give you the biggest return.
All your leads’ details are stored in a single lead card, showing their treatment interests, messages, and personal info.
Use labels to tag leads by their potential value, interest in treatments, or demographics.
This segmentation helps with reporting and targeted marketing campaigns.
You’ve experienced the challenge of managing different tools for lead management while running your practice. Most practice management software overlooks the essential need for dedicated lead features, leaving you to juggle multiple platforms or invest in additional software.
At Pabau, we change the game by integrating lead capture forms, customizable pipelines, and automated communications directly into our platform. This makes your work easier, saves time, and keeps leads engaged from their first inquiry to becoming loyal customers.
Gain control over your business’s growth strategy with Pabau’s powerful lead analytics.Â
Get essential insights into where your leads come from, how many convert, and where they may drop off along the way. This data helps you see what’s working and what needs adjusting, so you can focus your marketing efforts for the best return on investment.
Effective lead management is essential for every business, especially in industries such as medspa, cosmetic surgery, skin clinics, hair transplant, laser clinics, salons, and spas, where acquiring and converting clients who research options and compare providers is crucial.
Recently, this has become even more important with fierce competition and consumer-driven healthcare trends, highlighting the need to improve how you attract and convert clients.
Whether you’re just starting out or running a busy practice, good lead management helps you grow your client base effectively.
Managing your leads in Pabau offers several benefits compared to using a third-party tool. With Pabau, you get a complete lead management system that includes everything from customizable lead forms (with options for uploading photos) to automated communications.Â
This means you can handle all aspects of lead management in one place, without needing to switch between different tools.
Managing your leads with Pabau gives you a complete view of each lead and their interactions with your practice, cutting down on the need for multiple systems and reducing data entry errors.
Absolutely! Pabau provides several pre-built lead reports, including leads by source, open leads, converted Leads, and a list of leads who are likely to convert soon.
You can also create custom reports that leverage every type of data available in lead cards or pipelines. This flexibility ensures you can track lead conversion rates and pipeline performance with metrics tailored precisely to your needs.
Accessing leads and updating lead data in Pabau is very straightforward and can be done in just a couple of clicks.
In terms of restrictions, you can set permissions so that staff members only have access to the leads they own, leads owned by others on their team, or all leads. You can also choose specific areas of the lead card that staff members in certain groups can see and edit.
For example, you might allow reception staff to view and update contact information but restrict access to financial details and medical notes to managers and medical professionals.
Yes, you can transfer the lead data stored in Pabau to third-party platforms using webhooks.
Additionally, soon, you will be able to pull lead data from other tools directly into the lead management feature in Pabau using APIs. This will allow for even greater flexibility and connectivity, ensuring that all your lead data is centralized and easily accessible.
With Pabau, you get a range of built-in marketing tools designed to enhance your business’s outreach and engagement. You can create and send email and SMS newsletters to keep your clients informed and engaged.Â
Pabau also includes features for sending feedback surveys and managing reviews, helping you gather valuable client insights and maintain a positive online reputation.
Additionally, Pabau offers automation tools to streamline your marketing efforts. You can also run loyalty programs and issue gift vouchers to reward your clients and encourage repeat business.Â
These tools work together to help you build stronger relationships with your clients and boost your marketing effectiveness.
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