Client CRM & Booking for Escazú & Santa Ana
One pipeline for enquiries, appointments, and client history — instead of WhatsApp, a phone, and a paper diary
Enquiries arrive on WhatsApp, by phone, through a contact form, and in person. Appointments live in a paper book or a shared calendar. Client history lives in a filing cabinet and someone's memory. For a business charging first-world fees, that infrastructure is the weakest part of the operation.
The Problem
An enquiry came in on WhatsApp last Tuesday and nobody followed up. A patient who should have returned six months ago never did, and nothing flagged it. You have no pipeline, no recall system, and no view of which clients have gone quiet.
Our Solution
We install online booking and consolidate every channel into one CRM — enquiry pipeline, appointment scheduling with reminders, client profiles and history, automated recall, and follow-up that runs whether or not anyone remembers.
What You Get
Areas We Serve
Booking and CRM systems for clinics, professional firms, brokerages, and service businesses across Escazú and Santa Ana.
Pricing
Booking setup: $500 one-time. CRM setup: $700 one-time. Monthly management: $350/month.
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