Shared enquiry ownership
Assign incoming conversations to the responsible coordinator and preserve internal handover notes.Review team inbox ownership
Aesthetic-clinic enquiries
A CRM for aesthetic-clinic enquiries, with a clear next action
A sales CRM for an aesthetic clinic should help the enquiry team track service interest, who is replying, and what happens next. Qonvera supports that commercial workflow across connected messaging channels without being presented as a clinical records or treatment-management system.
One connected workspace AI-powered guidance Built for every sales team Channel-aware by design
Why Qonvera
An answered treatment enquiry can still become a forgotten lead.
Someone asks about a service through Instagram, later messages on WhatsApp, and wants a callback. If the enquiry sits in two inboxes with no agreed owner, the team may repeat questions or miss the callback. A visible service enquiry and next action make the handover clearer.
Keep sales-enquiry information limited to what the team needs. Clinical suitability, diagnosis, treatment advice, patient records, and appointment availability belong with the clinic's qualified staff and designated systems, not an assumed CRM capability.
Core capabilities
Organize enquiry handling around a confirmed service.
Confirmed service interest
Maintain active catalogue entries for the services being discussed. A teammate confirms interest instead of letting a suggestion make a treatment recommendation.
A visible commercial pipeline
Configure stages such as New enquiry, Details discussed, and Decision pending. Record the commercial outcome only when confirmed.
Callbacks and follow-ups
Give a callback or requested follow-up a responsible owner and due time. Verify appointment availability in the clinic's scheduling system.See follow-up queues and next actions
Example workflow
From an Instagram enquiry to an owned follow-up
Illustrative service-enquiry workflow. It describes team coordination, not a clinical recommendation or evidence of a customer result.
Capture the initial question
Receive the message through a connected Instagram or WhatsApp account and assign an enquiry owner.
Confirm who is asking
Review identity evidence before linking another channel to the contact. Avoid collecting unnecessary health details in the sales thread.
Clarify service interest
Confirm the catalogue service the person asked about. Escalate clinical questions to the appropriate clinic professional.
Manage the opportunity
An authorized teammate creates the commercial opportunity, chooses the pipeline, and verifies the owner.
Record the next action
Schedule the requested callback or follow-up. A CRM task does not reserve a practitioner or appointment slot.
Update the outcome
Move the enquiry through the agreed stages and record its outcome when known, retaining the source where available.
Made for practical workflows
For enquiry coordinators and clinic sales operations.
This workflow fits teams handling commercial service questions, branch handovers, and pending customer decisions. Confirm the required separation from patient administration before adopting it.
- Instagram and WhatsApp service enquiries
- Callbacks requested by prospective customers
- Handovers between enquiry coordinators
- Branch-specific ownership and follow-up review
Scope and setup
What to confirm before choosing a system.
Not a patient-management system
No electronic medical record, diagnosis, clinical workflow, or practitioner-scheduling capability is claimed here. Keep those requirements in the specialist-system evaluation.
Check data suitability before use
Decide which information may enter the CRM and who may access it. Review the DPA and your organization's requirements before processing sensitive data.
Keep AI within an approved scope
Use approved administrative information and human handoff. Do not use a service suggestion or generated reply as medical advice or a treatment eligibility decision.
Common questions
Questions about Aesthetic-clinic enquiries.
Can Qonvera manage aesthetic-clinic enquiries from Instagram and WhatsApp?
It can organize connected messaging enquiries, contacts, service interest, ownership, opportunities, and follow-ups. Clinical records and treatment decisions remain outside the sales workflow described here.
Does a follow-up create a clinic appointment?
No. A follow-up is an owned CRM action. Verify and manage actual appointment capacity in your scheduling system unless a specific integration has been separately confirmed.
Can the team review AI responses before sending them?
Draft mode supports review and editing. Any automatic mode needs an approved scope and escalation rules; clinical questions should be handled by the appropriate professional.Review AI reply and handoff controls
How should we evaluate the workflow?
Use a non-sensitive test enquiry, hand it to another coordinator, schedule a callback, and check the opportunity outcome. Confirm permissions and data requirements before using real customer information.
Turn conversations into revenue
See how Qonvera fits your team.
Get a focused walkthrough built around your customer messaging workflow.