Roadmap

See what we're working on and what's coming next.

Roadmap

See what we're working on and what's coming next.

Roadmap

See what we're working on and what's coming next.

Requested27

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

Enable sound notifications for incoming leads, messages

Meevo Integration

Meevo Integration Integration with Meevo booking and EHR platform.

Import via Patient ID or Other Custom Field

Import via Patient ID or Other Custom Field Basically have the ability to match an import based on a custom field like patient ID vs. email or phone.

Specific email opened/clicked filter

Specific email opened/clicked filter Being able to filter "Has opened XYZ email" in general or by date, would be helpful. An example: I want to see people on my mass email list, AND have opened Dec or Nov eBlast email, AND haven't opened Jan eBlast email.

Option to click through to an Instagram profile from a DM message in the inbox.

Option to click through to an Instagram profile from a DM message in the inbox. When we get messages, we want to click and view their profile on Instagram. Right now, there is no location we can click.

Smart List Growth and Subscriber Reporting

RingCentral Integration with CRM

RingCentral Integration with CRM RingCentral Integration with CRM

Planned5

Online Booking

Ability to have online booking with multiple services, providers, and treatment rooms.

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.

Date/Timestamp New Tasks

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

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.

Pabau Integration

Pabau Integration Integration with Pabau platform

In progress5

Aesthetix Rewards: Loyalty & Rewards Program

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.

AXPay

The next generation of payments powered by Aesthetix CRM.

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

Completed35

Email Drafts

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

E-Commerce Websites

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

NexTech Practice+ Integration

NexTech Practice+ Integration Integrate booking system and EMR with Aesthetix CRM based on client uses cases.

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.

ModMed Integration

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

Add Advanced Stage Filter on Pipelines Page

No description

Find & Merge Duplicates in Contacts

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

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

WordPress Plugin

WordPress Plugin We have been working hard to launch our own WordPress plugin to easily connect with the CRM & enable core functionality. The plugin features out of the box will include native forms shortcodes, funnels integration, native calendars shortcodes, and customizable web chat.

Zenoti EMR Integration

We are building a native integration with Zenoti EMR software to enable medical spas to close the loop on ROI, enable powerful marketing automation based on actions in Zenoti, and completely sync up their appointment booking process with Aesthetix CRM.

Requested27

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

Enable sound notifications for incoming leads, messages

Meevo Integration

Meevo Integration Integration with Meevo booking and EHR platform.

Import via Patient ID or Other Custom Field

Import via Patient ID or Other Custom Field Basically have the ability to match an import based on a custom field like patient ID vs. email or phone.

Specific email opened/clicked filter

Option to click through to an Instagram profile from a DM message in the inbox.

Smart List Growth and Subscriber Reporting

RingCentral Integration with CRM

RingCentral Integration with CRM RingCentral Integration with CRM

Planned5

Online Booking

Ability to have online booking with multiple services, providers, and treatment rooms.

Custom Treatment Nurtures

Date/Timestamp New Tasks

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

HIPAA Compliant Web Analytics

Pabau Integration

Pabau Integration Integration with Pabau platform

In progress5

Aesthetix Rewards: Loyalty & Rewards Program

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.

AXPay

The next generation of payments powered by Aesthetix CRM.

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

Completed35

Email Drafts

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

E-Commerce Websites

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

NexTech Practice+ Integration

NexTech Practice+ Integration Integrate booking system and EMR with Aesthetix CRM based on client uses cases.

Custom Fields in Inbox like Location Field

ModMed Integration

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

Add Advanced Stage Filter on Pipelines Page

No description

Find & Merge Duplicates in Contacts

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

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

WordPress Plugin

Zenoti EMR Integration