{"id":11,"date":"2026-10-21T18:29:32","date_gmt":"2026-10-21T18:29:32","guid":{"rendered":"https:\/\/perfectomy.com\/?page_id=11"},"modified":"2026-10-21T18:33:15","modified_gmt":"2026-10-21T18:33:15","slug":"perfectomy-the-only-crm-ehr-for-cosmetic-surgery-clinics-and-med-spas","status":"publish","type":"page","link":"https:\/\/perfectomy.com\/","title":{"rendered":"Perfectomy \u2013 The only CRM & EHR for cosmetic surgery clinics and med spas"},"content":{"rendered":"\t\t
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\n \n<\/div>\n\t\t\tCRM + EHR for cosmetic clinics<\/span>\n\t\t\n<\/div>\n\t\t\t

Every lead, every chart,
one record.<\/span><\/h1>\n\t\t\t\t\t

Perfectomy ties the ad that brought a patient in to the consult, the consent and the invoice. Calls, texts, WhatsApp, Instagram and email land in one inbox your front desk already knows how to use.<\/p>\n\t\t

\n \t\t\t\n\tBook a 15-minute demo\n<\/a>\n\t\t\t\t\t\n\tWatch the 3-minute tour\n<\/a>\n\t\t\n<\/div>\n\t\t\t

Built for cosmetic surgeons, med spas and podiatry practices. Audit trail and role-scoped access built in.<\/p>\n\t\t\n<\/div>\n

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\n \t\t\tMG<\/span>\n\t\t\n<\/div>\n
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M. Garcia<\/p>\n\t\t\t\t\t

Lead \u00b7 Rhinoplasty \u00b7 Miami, FL<\/p>\n\t\t\n<\/div>\n\t\t\tConsult booked<\/span>\n\t\t\n<\/div>\n

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Source<\/p>\n\t\t\t\t\t

Instagram ad<\/p>\n\t\t\t\t\t

Spring rhino \u00b7 Reel 3<\/p>\n\t\t\n<\/div>\n

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First touch<\/p>\n\t\t\t\t\t

Missed call<\/p>\n\t\t\t\t\t

AI receptionist answered<\/p>\n\t\t\n<\/div>\n

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Deal<\/p>\n\t\t\t\t\t

$8,400<\/p>\n\t\t\t\t\t

Deposit paid<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Hi, I saw your rhinoplasty video. Do you have anything in May?<\/p>\n\t\t\t\t\t

Yes! Dr. Lee has a consult Thursday the 14th at 2 pm. Want me to hold it?<\/p>\n\t\t\t\t\t

Please do, thank you!<\/p>\n\t\t\n<\/div>\n

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Automation:<\/strong> consent form sent \u00b7 reminder in 24h \u00b7 chart opened for Dr. Lee<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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\n \n<\/div>\n\t\t\tSigned \u00b7 $8,400<\/span>\n\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\tCall recorded \u00b7 transcribed<\/span>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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The gap<\/p>\n\t\t\t\t\t

Call tracking knows the ad.
Nobody knows the surgery.<\/h2>\n\t\t\t\t\t

Your marketing tool reports cost per lead. Your phone system reports calls. Your EHR reports procedures. None of them can tell you which Reel paid for last month's rhinoplasties, because the lead and the patient live in different systems.<\/p>\n\t\t\t\t\t

Perfectomy keeps the prospect and the patient on one timeline, from first click to signed consent.<\/p>\n\t\t\n<\/div>\n

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Marketing sees cost per lead<\/p>\n\t\t\t\t\t

and stops at the form fill.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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The front desk sees the phone<\/p>\n\t\t\t\t\t

and retypes it into the CRM, sometimes.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Providers see the chart<\/p>\n\t\t\t\t\t

with no idea what the patient was promised.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Perfectomy sees all three<\/p>\n\t\t\t\t\t

on one timeline, per person.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Book a demo<\/p>\n\t\t\t\t\t

See a lead go from ad click to signed consent, on your workflows.<\/h2>\n\t\t\t\t\t

Fifteen minutes with a real lead record, no slides. Bring your current CRM and we show you what changes for the front desk and the provider.<\/p>\n\t\t\n<\/div>\n

\n \t\t\t\n\tBook a 15-minute demo\n<\/a>\n\t\t\t\t\t

No commitment. Guided onboarding on every plan.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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What ships<\/p>\n\t\t\t\t\t

The front office and the clinic, in one login.<\/h2>\n\t\t\t\t\t

Replace the CRM, the call tracker, the texting app and the forms tool. Keep the EHR workflows your providers expect.<\/p>\n\t\t\n<\/div>\n

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Unified inbox<\/h3>\n\t\t\t\t\t

Calls, SMS, MMS, WhatsApp, Instagram, Facebook Messenger and email in one thread per person. Shared and personal mailboxes included.<\/p>\n\t\t\n<\/div>\n

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Pipeline & ad attribution<\/h3>\n\t\t\t\t\t

Facebook and Google spend tied to the deal it produced. Closed deals flow back to Meta as conversion events, so the ads learn from real patients.<\/p>\n\t\t\n<\/div>\n

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Automations<\/h3>\n\t\t\t\t\t

Follow-ups, reminders and document requests that fire on events, with delays, conditions and AI-written replies from the lead's own context.<\/p>\n\t\t\n<\/div>\n

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AI receptionist & outreach<\/h3>\n\t\t\t\t\t

Answers after hours, qualifies new leads by phone inside consent and calling-hour rules, and leaves the summary on the record.<\/p>\n\t\t\n<\/div>\n

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Charting, forms & consents<\/h3>\n\t\t\t\t\t

Versioned forms with addendums and re-signing, e-signature, photos, lab orders and results, and inventory scanned out from the chart.<\/p>\n\t\t\n<\/div>\n

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Scheduling<\/h3>\n\t\t\t\t\t

Providers, rooms and locations with their own hours and time zones. Reminders go out on the channel the patient actually answers.<\/p>\n\t\t\n<\/div>\n

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Perfectomy Payments<\/h3>\n\t\t\t\t\t

Quotes, deposits and invoices attached to the deal, with per-item discounts. Revenue shows up next to the ad that earned it.<\/p>\n\t\t\n<\/div>\n

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Patient portal<\/h3>\n\t\t\t\t\t

Patients sign forms, upload results and review their documents from their phone, restricted to their own signature lines.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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How it works<\/p>\n\t\t\t\t\t

Live in days, not quarters.<\/h2>\n\t\t\n<\/div>\n
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Connect what you already use<\/h3>\n\t\t\t\t\t

Port or forward your numbers, link Meta and Google Ads, connect Instagram, WhatsApp and your mailboxes. Import patients and leads from a spreadsheet or HubSpot.<\/p>\n\t\t\n<\/div>\n

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Every lead lands on one record<\/h3>\n\t\t\t\t\t

A new call, DM or form creates the lead, attaches the ad, and starts your follow-up automation. Your team works the pipeline from the inbox.<\/p>\n\t\t\n<\/div>\n

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Close and chart in the same place<\/h3>\n\t\t\t\t\t

The deal becomes the patient. Consents, photos, labs and payments sit on the same timeline, and the closed deal reports back to the ad platform.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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It's amazing how easy it is to know which campaign to turn off or scale.<\/p>\n\t\t

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Cesar Garcia<\/p>\n\t\t\t\t\t

Manager @ Luxe Foot Surgery<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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For owners<\/p>\n\t\t\t\t\t

Know which ad paid for which surgery.<\/h3>\n\t\t\t\t\t

Cost per closed deal by campaign, coordinator and procedure, not cost per form fill.<\/p>\n\t\t\n<\/div>\n

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For coordinators<\/p>\n\t\t\t\t\t

Stop retyping. Stop missing the after-hours call.<\/h3>\n\t\t\t\t\t

One inbox, one record, and an AI receptionist holding the line when nobody is at the desk.<\/p>\n\t\t\n<\/div>\n

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For providers<\/p>\n\t\t\t\t\t

Walk into the consult already briefed.<\/h3>\n\t\t\t\t\t

What the patient asked for, what was quoted, and what they signed, before you open the chart.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Pricing<\/p>\n\t\t\t\t\t

Three plans. Priced per clinic, not per user.<\/h2>\n\t\t\t\t\t

Every plan carries the full EHR, the CRM and the inbox. Calls, texts and AI minutes are billed only as you use them, at the same rates on every plan. Annual billing takes two months off.<\/p>\n\t\t\n<\/div>\n

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Starter<\/p>\n\t\t\t\t\t

For a small practice moving off paper that wants records, forms and one inbox.<\/p>\n\t\t

\n \t\t\t$250<\/span>\n\t\t\t\t\t\/ month<\/span>\n\t\t\n<\/div>\n\t\t\t

or $2,500 a year, 2 months free<\/p>\n\t\t\t\t\t