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Finding the Perfect Fit: How to Research the Right CRM for Your Aesthetic Clinic in the UK

Customer Relationship Management (CRM) software has become an indispensable tool for managing patient relationships, improving efficiency, and driving growth in the aesthetic industry. Choosing the right CRM for your aesthetic clinic in the UK requires careful research and consideration. In this blog post, we will explore key steps to help you find the perfect CRM that aligns with your clinic’s unique needs and goals.

Assess Your Clinic’s Requirements

Start by assessing your clinic’s specific CRM requirements. Consider factors such as the size of your clinic, number of practitioners, patient volume, and the specific functionalities you need. Determine the primary goals you want to achieve with a CRM, such as streamlining appointment scheduling, managing patient data, improving patient communication, lead generation, clinical records, financial management and monitoring and analysing KPIs. This assessment will serve as a foundation for selecting a CRM that caters to your specific needs.

Identify Key Features and Functionality

Make a list of key features and functionality that are essential for your clinic’s operations. Common CRM features for aesthetic clinics may include appointment scheduling, patient data management, marketing automation, integration with other systems (such as email marketing or accounting), and reporting capabilities. Prioritise the features that are most important to your clinic’s workflow and growth objectives.

Research CRM Options

Conduct thorough research on CRM options available in the market. Explore industry-specific CRMs designed specifically for aesthetic clinics, as they often come with pre-built functionalities tailored to your needs. Look for well-established CRM providers with a strong reputation, positive customer reviews, and a track record of serving the healthcare industry. Consider factors such as ease of use, scalability, customer support, and pricing models.

Current popular CRMs in the industry include:

  • Pabau
  • Columns
  • Timely
  • Cliniko
  • E clinic
  • Aesthetic nurse Software
  • Phorest

Request Demos and Trials

Narrow down your list of CRM options and request demos or trials from the selected providers. During these demos, pay attention to user interface intuitiveness, ease of navigation, and the overall user experience. Evaluate how well the CRM aligns with your clinic’s specific requirements and whether it provides the necessary features and functionalities identified earlier.

Consider Integration Capabilities

Assess the CRM’s integration capabilities with other systems you currently use or plan to implement in the future such as Xero or Go Cardless. For example, integration with your practice management software or email marketing platform can streamline data flow and enhance overall efficiency. Ensure that the CRM you choose can seamlessly integrate with your existing technology stack and support your long-term growth strategy.

Evaluate Data Security and Compliance

Data security is paramount in the healthcare industry. Evaluate the CRM’s data security measures, such as encryption, user access controls, and compliance with industry standards like General Data Protection Regulation (GDPR). Ensure that the CRM provider adheres to strict data protection protocols to safeguard patient information and maintain compliance with relevant regulations.

Seek Recommendations and References

Reach out to other aesthetic clinic owners or industry colleagues or aesthetic consultants for recommendations and insights. They can provide valuable first-hand experiences with CRM platforms and share their successes and challenges. Additionally, request references from CRM providers and contact existing customers to gather feedback on their experience with the CRM’s performance, support, and overall satisfaction.

Consider Scalability and Future Needs

Anticipate your clinic’s future growth and scalability requirements. Select a CRM that can accommodate your future needs, such as increased patient volume, expanding services, or multi-location management. Scalability ensures that your CRM investment remains relevant and adaptable as your clinic grows.


Researching the right CRM for your aesthetic clinic is a critical step towards enhancing efficiency, patient management, and business growth. By assessing your clinic’s requirements, identifying key features, researching CRM options, requesting demos and trials, considering integration capabilities, evaluating data security, seeking recommendations, and considering scalability, you can make an informed decision. Choosing the perfect CRM will empower your clinic to streamline operations, provide personalised patient experiences, and unlock the full potential of your aesthetic clinic in the dynamic and evolving healthcare landscape of the UK.