Roadmap

Sehen Sie, woran wir arbeiten und was als Nächstes kommt.

Roadmap

Sehen Sie, woran wir arbeiten und was als Nächstes kommt.

Roadmap

Sehen Sie, woran wir arbeiten und was als Nächstes kommt.

Requested41

Symplast Integration

Symplast Integration Integrate booking system and EMR with AesthetixCRM based on client use cases.

RingCentral Integration

RingCentral Integration Integrate RingCentral for outbound calling and SMS automation.

Weave Phone System Integration

Inquiry on Response Time Report

No description

Enable sound notifications for incoming leads, messages

Change default tasks due date/time to same-day. the default for the next day is inefficient can can contribute to missed and important items that need to be addressed same day.

Change default tasks due date/time to same-day. the default for the next day is inefficient can can contribute to missed and important items that need to be addressed same day. Customer wants the ability to set the default due date/time for newly created tasks to the current day (same-day) instead of manually changing it each time.

Call transcription

Call transcription Ability to see call transcription without Voice AI below phone calls

More in depth tracking for Mass SMS - like responses, unsubscribe rate, etc.

More in depth tracking for Mass SMS - like responses, unsubscribe rate, etc. Similar to the Mass email information would be great, but tracking responses would be great too.

Email stats on device opens (desktop, mobile, iphone, android, etc) and email client opens (gmail, outlook, apple mail, etc)

Email stats on device opens (desktop, mobile, iphone, android, etc) and email client opens (gmail, outlook, apple mail, etc) Email stats on device opens (desktop, mobile, iphone, android, etc) and email client opens (gmail, outlook, apple mail, etc).

Marketing analytics for SMS - specifically click tracking.

Marketing analytics for SMS - specifically click tracking. No

Planned5

Online Booking

<p>Ability to have online booking with multiple services, providers, and treatment rooms.</p>

Date/Timestamp New Tasks

Similarly to how notes are dated/timestamped, it would be helpful to know the date/time tasks are entered.

Custom Treatment Nurtures

Custom Treatment Nurtures Aesthetix CRM will build custom lead nurture campaigns for specific treatments. We will start with the following for med spa and plastic surgery: - Morpheus8 RF Microneedling - Breast Augmentation - Mommy Makeover - Body Sculpting (Emsculpt NEO, Coolsculpting, TruBody, etc.) *Some nurtures may be add-on purchases for customization and setup.

Pabau Integration

Pabau Integration Integration with Pabau platform

HIPAA Compliant Web Analytics

HIPAA Compliant Web Analytics Replace Google Analytics with a cookieless, customizable, and privacy-first analytics platform. Own and control your data. Be ready for the future of digital advertising.

In progress3

Aesthetix Rewards: Loyalty & Rewards Program

Affiliate/Referral Program

Completely integrated affiliate/referral program within Aesthetix CRM.

Direct Mail Integration

Ability to automate direct mail marketing from workflows for Birthdays, Google Reviews, and more. 2 4

Completed42

Meta Comments Management for Posts and Ads

Meta Comments Management for Posts and Ads Would like to request that all comments on paid ads and posts be integrated into the CRM.

E-Commerce Websites

E-Commerce Websites Sell your skincare products and other products with an Aesthetix CRM-based website!

Email Drafts

Email Drafts Need the ability to save a draft email and revisit it from the inbox.

Office Hours for Workflows Etc to Follow

Office Hours for Workflows Etc to Follow It would be great to be able to enter office hours, including planned closures for holidays etc, and for workflows and automated messages to be sent during that time. For example, we were closed for Memorial Day but many first-time new lead messages were sent out as if we were open that day. It would have been preferable for them to have gone out on Tuesday after the holiday instead.

AI Agent Builder Studio

Free form builder similiar to N8N for building complex and custom AI agents within your platform with the AI Employee Add-On

Find & Merge Duplicates in Contacts

Ability to identify existing duplicates in the contacts database and easily merge them.

Add Advanced Stage Filter on Pipelines Page

No description

ModMed Integration

Native ModMed integration with Aesthetix CRM using AX Connect. 2 4

Custom Fields in Inbox like Location Field

Custom Fields in Inbox like Location Field When I am in my inbox, I would like to see the location that the new client wants to visit WITHOUT having to click on their profile and open up a new page. Other use cases here for custom fields in the inbox: - Lead Status, Invoice Paid Amount, Treatment of Interest, Lead Type, etc.

Meevo Integration

Integration with Meevo booking and EHR platform.

Requested41

Symplast Integration

Symplast Integration Integrate booking system and EMR with AesthetixCRM based on client use cases.

RingCentral Integration

RingCentral Integration Integrate RingCentral for outbound calling and SMS automation.

Weave Phone System Integration

Inquiry on Response Time Report

No description

Enable sound notifications for incoming leads, messages

Change default tasks due date/time to same-day. the default for the next day is inefficient can can contribute to missed and important items that need to be addressed same day.

Call transcription

Call transcription Ability to see call transcription without Voice AI below phone calls

More in depth tracking for Mass SMS - like responses, unsubscribe rate, etc.

More in depth tracking for Mass SMS - like responses, unsubscribe rate, etc. Similar to the Mass email information would be great, but tracking responses would be great too.

Email stats on device opens (desktop, mobile, iphone, android, etc) and email client opens (gmail, outlook, apple mail, etc)

Marketing analytics for SMS - specifically click tracking.

Marketing analytics for SMS - specifically click tracking. No

Planned5

Online Booking

<p>Ability to have online booking with multiple services, providers, and treatment rooms.</p>

Date/Timestamp New Tasks

Similarly to how notes are dated/timestamped, it would be helpful to know the date/time tasks are entered.

Custom Treatment Nurtures

Pabau Integration

Pabau Integration Integration with Pabau platform

HIPAA Compliant Web Analytics

In progress3

Aesthetix Rewards: Loyalty & Rewards Program

Affiliate/Referral Program

Completely integrated affiliate/referral program within Aesthetix CRM.

Direct Mail Integration

Ability to automate direct mail marketing from workflows for Birthdays, Google Reviews, and more. 2 4

Completed42

Meta Comments Management for Posts and Ads

Meta Comments Management for Posts and Ads Would like to request that all comments on paid ads and posts be integrated into the CRM.

E-Commerce Websites

E-Commerce Websites Sell your skincare products and other products with an Aesthetix CRM-based website!

Email Drafts

Email Drafts Need the ability to save a draft email and revisit it from the inbox.

Office Hours for Workflows Etc to Follow

AI Agent Builder Studio

Free form builder similiar to N8N for building complex and custom AI agents within your platform with the AI Employee Add-On

Find & Merge Duplicates in Contacts

Ability to identify existing duplicates in the contacts database and easily merge them.

Add Advanced Stage Filter on Pipelines Page

No description

ModMed Integration

Native ModMed integration with Aesthetix CRM using AX Connect. 2 4

Custom Fields in Inbox like Location Field

Meevo Integration

Integration with Meevo booking and EHR platform.