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.

Le problème

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.

Notre 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.

Ce que vous obtenez

✓Online booking and appointment scheduling

✓CRM pipeline from enquiry to long-term client

✓Multi-channel enquiry consolidation

✓Automated confirmations and appointment reminders

✓Client profiles with service and visit history

✓Automated recall and reactivation workflows

✓Review request automation

✓Monthly conversion analytics

24/7

automated booking availability we set up so you never miss an inquiry

Zones desservies

Booking and CRM systems for clinics, professional firms, brokerages, and service businesses across Escazú and Santa Ana.

Tarifs

Booking setup: $500 one-time. CRM setup: $700 one-time. Monthly management: $350/month.

Organize Your Client Pipeline

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