● 01 / FOR COSMETIC SURGERY CLINICS

The only platform built to grow your surgical practice — from first ad click to post-op follow-up.

Most cosmetic surgery software was designed to be a medical records system that bolted on a CRM. Perfectomy was designed from day one to do both — because in cosmetic surgery, the lead is just as important as the patient, and losing track of either one costs you $8,000 procedures.

< 5 min
Avg lead response time
$8,000
Avg procedure value
~ 50%
Less than 4-vendor stack
— 02 / THE PROBLEM

If your clinic runs on a Frankenstein stack, you already know the pain.

Nextech. PatientNow. Symplast. Aesthetic Record. Or some duct‑taped combination of HubSpot + EHR + Mindbody held together by a coordinator’s spreadsheet. These six things are happening right now in your practice — quietly, expensively.

01

Leads die in inboxes.

Your front desk gets a consultation request from Instagram, forwards it to a coordinator, who forgets to follow up by Friday. That lead never books — multiply by 40 a month.

→ COST: ~ 40 LOST CONSULTS / MONTH
02

Your EHR doesn't know your CRM exists.

A patient finishes a rhinoplasty consult — but the system has no idea she came from a $4,200 Meta campaign. Your ROI reporting is a guess.

→ COST: BLIND AD SPEND, EVERY QUARTER
03

Consents, photos, quotes, and financing all live in different tools.

Patients sign on paper. Photos sit on an iPad. Quotes get generated in Word. Financing is a separate portal.

→ COST: ~ 8 TABS PER CONSULT
04

Post-op follow-up is manual.

Someone has to remember to call the patient on day 1, day 7, day 30. They don’t. Reviews don’t get asked for. Repeat treatments don’t get booked.

→ COST: MISSED REVIEWS + REPEAT REVENUE
05

You're paying for 4 systems that don't talk to each other.

And every one of them charges per-user. Perfectomy replaces all of it.

→ COST: ~ 50% MORE THAN NECESSARY
05

Coordinators live in browser tabs

Quote in one app, financing in another, photo upload in a third, e‑sign in a fourth. The hand‑off between coordinator and surgeon is brittle.

→ Avg. 14 tab switches per consult
— 02 / THE PROBLEM

Eight systems, one record. Built specifically for surgical practices.

Every capability below sits on the same patient record — the same one that holds her first DM, the photos she sent, her surgical chart, her financing application, and her day‑30 post‑op note.
— 01 / CRM

A real CRM that lives next to the chart.

Every lead — Instagram DMs, Google Ads, a referral, or a walk-in — lands in one inbox with the source attached. When they convert to a patient, the lead history stays on the same record as the surgical chart.

vs Nextech / PatientNow: their “CRM” is a contact list with notes.

— 04 / Quote · Sign · Pay

Quotes, financing, payments — in one click.

Generate a procedure quote in 30 seconds. Send it by text. The patient reviews, e-signs, pays a deposit without leaving the message thread.

vs Square + DocuSign + financing portal: one flow, one record.

— 02 / Automations

Automated lead nurture that actually converts surgical consults.

Auto-respond to a new lead in 30 seconds. Send pre-consult education + before/after galleries 24 hours before the appointment. Trigger sequences after a quoted procedure sits 7 days unanswered.

Not a generic email tool: triggers know the procedure quoted, the price, and the consult outcome.

— 03 / EHR

Surgical-grade EHR — without the clunk.

— 05 / Photo documentation

Standardized photography on every chart.

Pre‑op, intra‑op, and post‑op galleries linked to the procedure record. Markups stay with the case.

— 06 / Messaging & calls

Two-way text and call from the patient record.

Front desk, coordinator, and surgeon see the same conversation. Calls recorded and transcribed. Voicemails transcribed to text. Handoffs preserve the full history.

— 07 / Marketing ROI

Real ROI reporting on every marketing dollar.

Track a lead from the ad they clicked → consult booked → quote sent → procedure paid → revenue generated. Per campaign. Per channel. Per surgeon. Per procedure.

Ask your current system: “What’s my cost per booked breast aug from Instagram this quarter?” — in 5 seconds.

— 08 / Post‑op care

Post-op care that runs itself.

Day-1, day-7, day-14, week-6 check-ins fire automatically. Reviews requested after the 1-month photo. Anniversary touches drive repeats. Cross-sells based on what was performed.

— 09 / Patient portal

A patient portal patients actually use.

Photo uploads, payments, and document signing — all in a clean mobile-first portal. 

— 04 / SIDE BY SIDE

Perfectomy vs. the systems you’re probably running.

perfectomy logo letter
patient-now
symplast
boulevard
CRM + Lead Management
Partial
EHR + E-Prescribing
Built-in Phone & SMS
Ad ROI Tracking
Workflow Automation
Basic
Basic
Patient Portal
Partial
Omnichannel Inbox
— 05 / FIRST 90 DAYS

What changes in the first 90 days.

● WEEK 1–2

Migration & training.

We migrate your patient records, lead lists, photos, and consents. Your team trains in 4 hours, not 4 weeks.

→ 4 HRS ONBOARDING
● WEEK 3–4

Auto-response turns on.

Average lead response time drops from 9 hours to under 5 minutes.

→ 9 HRS to < 5 MIN
● WEEK 5–8

Self-book & deposit.

Quote-to-close cycle shortens. Coordinators stop chasing — patients self-book and self-deposit.

→ SHORTER CLOSE CYCLE
● WEEK 9–12

First full ROI report.

You see which surgeon, procedure, and channel actually pays for itself. You shift ad spend. Margins move.

→ AD-SPEND REALLOCATION
— 06 / FROM OUR CLIENTS

What cosmetic surgery practices tell us.

We were paying for Nextech, HubSpot, Square, and DocuSign. Perfectomy replaced all four — and our coordinators close consults 40% faster because they're not switching tabs.

I finally know my cost per BBL booked from each ad set. We cut $11k / month in wasted spend in our first quarter.

Post-op follow-up used to be whoever-remembered. Now it just happens. Our 5-star Google reviews doubled.

— 07 / FREQUENTLY ASKED

Things practices ask.

Yes — patient records, photos, consents, documents, lead lists, and historical communication. Most migrations finish in 5–10 business days.

Yes. BAA included. Encrypted at rest and in transit. Role-based permissions on every record.

Yes — CareCredit, Cherry, PatientFi, and others integrate directly into the quote and checkout flow.

Yes — and it cross-sells between them automatically. That’s the point.

Ready to stop losing $8,000 consults to bad software?

A 20-minute call. We’ll show you your own funnel modeled inside Perfectomy — leads in, procedures out, dollar value attached.