Découvrez ce sur quoi nous travaillons et ce qui arrive ensuite.
Roadmap
Découvrez ce sur quoi nous travaillons et ce qui arrive ensuite.
Requested41
7
Symplast Integration
Symplast Integration
Integrate booking system and EMR with AesthetixCRM based on client use cases.
6
RingCentral Integration
RingCentral Integration
Integrate RingCentral for outbound calling and SMS automation.
5
Weave Phone System Integration
Weave Phone System Integration
5
Inquiry on Response Time Report
No description
5
Enable sound notifications for incoming leads, messages
Enable sound notifications for incoming leads, messages
4
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.
3
Call transcription
Call transcription
Ability to see call transcription without Voice AI below phone calls
3
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.
3
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).
2
Marketing analytics for SMS - specifically click tracking.
Marketing analytics for SMS - specifically click tracking.
No
Planned5
14
Online Booking
<p>Ability to have online booking with multiple services, providers, and treatment rooms.</p>
5
Date/Timestamp New Tasks
Similarly to how notes are dated/timestamped, it would be helpful to know the date/time tasks are entered.
3
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.
1
Pabau Integration
Pabau Integration
Integration with Pabau platform
1
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
8
Aesthetix Rewards: Loyalty & Rewards Program
Aesthetix Rewards: Loyalty & Rewards Program
3
Affiliate/Referral Program
Completely integrated affiliate/referral program within Aesthetix CRM.
1
Direct Mail Integration
Ability to automate direct mail marketing from workflows for Birthdays, Google Reviews, and more.
2
4
Completed42
4
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.
3
E-Commerce Websites
E-Commerce Websites
Sell your skincare products and other products with an Aesthetix CRM-based website!
3
Email Drafts
Email Drafts
Need the ability to save a draft email and revisit it from the inbox.
2
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.
2
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
2
Find & Merge Duplicates in Contacts
Ability to identify existing duplicates in the contacts database and easily merge them.
2
Add Advanced Stage Filter on Pipelines Page
No description
2
ModMed Integration
Native ModMed integration with Aesthetix CRM using AX Connect.
2
4
2
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.
