Lead management software
Capture, track and follow up on leads automatically
Pabau’s lead management software captures every inquiry from your website, moves it through a pipeline built around your treatments and follows up automatically — all inside the client record you already use. No separate CRM, no manual chasing.
Part of Pabau, the practice management platform behind 4,000+ medical practices and medspas across the UK, US and globally
Turn more inquiries into booked appointments
Pabau’s lead management system runs the whole inquiry-to-booking process. An inquiry left unanswered for a few hours is one a competing practice picks up instead. Pabau captures the inquiry the moment it lands, gives it a pipeline to move through, and sends the follow-up automatically. Your team is left with one job, which is closing the booking.
How Pabau's lead management system works
Capture the lead
A lead capture form embedded on your website feeds every inquiry straight into Pabau. There is no separate inbox to check.
Move it through a lead pipeline
Custom stages, built around your treatments, locations or patient groups, that shows where each lead stands.
Follow up automatically
Email and SMS templates fire as a lead moves stage, so lead follow-up happens without anyone remembering to chase.
Lead capture forms that send every inquiry straight to the CRM
Manually tracking enquiries through spreadsheets or paper is slow, and leads get missed between one note and the next. Add Pabau’s lead capture form to your website, choose the information you collect, and let leads attach photos where that helps. Every inquiry lands in Pabau the moment it’s submitted, with nothing to copy across by hand.
Lead pipelines built around how you work
A lead pipeline is a set of stages that tracks a lead from first inquiry to booked appointment. Build a separate pipeline for each treatment, location or patient group, so a Botox inquiry and a laser inquiry follow different steps. Pabau then nurtures each lead at the stage it has reached, with a follow-up matched to that stage.
Automated lead follow-up by email and SMS at every stage
Automated lead follow-up sends an email or SMS the moment a lead changes stage, so a lead never goes cold. Set a template for each stage of the pipeline, and Pabau sends it without anyone adding a task to a to-do list. Every inquiry gets a timely response.
Lead tracking on one card, with labels, history and treatment interest
A lead card is a record that holds one lead’s treatment interest, message history, personal details and labels. Tag leads as they arrive, then use those tags to filter, report on and target campaigns later. Nobody has to reread the conversation to work out who a lead is.
See which marketing channels bring in patients
Pabau’s lead reports break inquiries down by source, status and likelihood to convert. A basic list tells you leads exist. It does not tell you where those leads came from or which ones became patients. Lead reports show open leads, converted leads and leads likely to convert soon, so you can put budget behind the channels bringing patients in.
A CRM for your practice, from first inquiry to loyal patient
Pabau combines CRM and practice management in one system, so an enquiry becomes a booked appointment without leaving the platform. Most practice management tools leave lead management out, and practices then pay for a second platform to track inquiries. In Pabau, the record that holds the lead also holds the patient once they convert. There is no handoff between systems, and no data to re-enter at the first appointment.
Related features
Frequently asked questions
Lead management software makes sure your practice responds first, tracks every inquiry, and keeps the booking. Anyone researching treatments compares several providers before booking, and the slowest to reply loses the patient.
Pabau’s lead management is already connected to the client record, calendar and marketing tools your practice uses. A lead becomes a patient in the same system, with no data to move across and no second subscription to manage.
Yes. Choose the fields you want on the lead capture form, and allow leads to attach photos where your treatments call for them.
Yes. Build a separate lead pipeline, with its own stages and message templates, for each treatment, location or patient group.
Pabau is a full CRM. Leads move through defined stages, trigger automated follow-ups, and get tracked all the way to conversion.
Pre-built lead reports cover leads by source, open leads, converted leads and leads likely to convert soon. You can also build custom reports on any data held on the lead card or pipeline.
Yes. Permissions limit staff to the leads they own, the leads their team owns, or all leads. You can also control which parts of the lead card each role can see or edit.
Lead management software is a system that captures inquiries, tracks them through pipeline stages, and automates the follow-up until a lead books. Pabau adds the client record and calendar, so a converted lead stays in the same system.
Lead management is the front end of a CRM. A CRM stores every contact, while lead management moves a new inquiry through the stages that turn it into a booked patient.
Yes. Pabau is practice management software built for med spas, aesthetic clinics and healthcare practices, with lead management included in every subscription.
Never let another lead go cold.
Lead management software that captures, tracks and follows up inside the system you already run your practice on.