ALL-IN-ONE PRACTICE MANAGEMENT SOFTWARE FOR MEDICAL SPAS

Lead Management

Attract more business and improve lead tracking with Pabau

Nurture leads without the need for other software.

Our software helps you turn prospects into paying customers, effortlessly. 

Boost your business growth by managing leads more effectively

Manage all your potential clients in one place using lead pipelines

Save admin time with a simple lead management process

Level up your follow-up game with automated lead communication

Stay on top of your leads and watch your client base grow

Capture more leads, with less effort

Manually tracking leads through spreadsheets or paper records is both time-consuming and prone to errors.

Integrate Pabau’s lead capture form directly into your website to eliminate these inefficiencies.

You choose what information you collect, and you can also allow leads to upload photos.

Create pipelines that match your sales process

Lead pipelines are structured series of stages that guide how you interact with each lead. 

In Pabau, you can create customized lead pipelines for different treatments, locations, or customer groups.

This approach helps ensure every lead is nurtured at every step, making it easier to turn them into happy customers.

Tired of losing leads to your competition?

Data shows that the best way to convert leads is to respond promptly. 

Ad-hoc processes often cause inquiries to get lost or forgotten, leaving potential clients frustrated and unsure about your services. 

With Pabau, it’s simple. Use automated lead communications to ensure every inquiry receives a timely follow-up.

Don't risk losing business due to inconsistent responses or delays

Using our automated lead communications means you can follow up with everyone automatically.

You can customize email or SMS templates for each stage of the lead pipeline. These templates automatically go out to leads as they are moved from one stage to the next, ensuring they get the right information at the right time.

Get clear insight on where your leads are coming from

Need help making your marketing efforts more effective? Don’t be left in the dark about what works.

Most practice management tools and manual tracking provide only basic data. Pabau’s advanced reports gives you clear insights into where your leads come from and how many turn into clients. 

By seeing which marketing channels work best, you can focus your time and money on what gives you the biggest return.

All your leads' details in one spot

All your leads’ details are stored in their own lead card, showing their treatment interests, messages, and personal information.

Use labels to tag leads by their potential value, interest in treatments, or demographics.

This segmentation helps with reporting and targeted marketing campaigns.

See the lead management feature in action

Why choose Pabau?

One system for all your needs

Most practice management software overlooks the need for a dedicated lead management tool, leaving you to juggle – and budget for – multiple platforms.

At Pabau, you can manage leads from their first inquiry to being loyal, repeat customers – all from one place.

Get the insights to drive your growth

Gain control over your business’s growth strategy with Pabau’s powerful lead analytics. 

Get essential insights into leads sources, how many convert, and where they may drop off, so you can focus your marketing efforts for the best return on investment.

More features

Deposits and no-show
protection

Customizable consent
forms

Automated pre-care
and aftercare emails

Appointment
reminders

More features

Deposits and no-show
protection

Automated pre-care
and aftercare emails

Customisable consent
forms

Appointment
reminders

Who it’s for

You may also like

Case studies

Read our latest case studies to discover how our customers are using Pabau to save time, reduce admin tasks, and get back to doing what they do best – treating patients.

Help guides

Head to our Knowledge Base to find hundreds of helpful how-to articles that will walk you through how to do pretty much anything you want to do in the system.

Compare pages

Want to see how Pabau stacks up next to the competition? Head to our compare pages to take a closer look at our features next to other practice management software.

FREQUENTLY ASKED QUESTIONS

Effective lead management is essential for every business, especially in industries such as medspa, cosmetic surgery, skin clinics, hair transplant, laser clinics, salons, and spas, where acquiring and converting clients who research options and compare providers is crucial.

Recently, this has become even more important with fierce competition and consumer-driven healthcare trends, highlighting the need to improve how you attract and convert clients.

Whether you’re just starting out or running a busy practice, good lead management helps you grow your client base effectively.

Managing your leads in Pabau offers several benefits compared to using a third-party tool. With Pabau, you get a complete lead management system that includes everything from customizable lead forms (with options for uploading photos) to automated communications. 


This means you can handle all aspects of lead management in one place, without needing to switch between different tools.

Managing your leads with Pabau gives you a complete view of each lead and their interactions with your practice, cutting down on the need for multiple systems and reducing data entry errors.

Absolutely! Pabau provides several pre-built lead reports, including leads by source, open leads, converted Leads, and a list of leads who are likely to convert soon.

You can also create custom reports that leverage every type of data available in lead cards or pipelines. This flexibility ensures you can track lead conversion rates and pipeline performance with metrics tailored precisely to your needs.

Accessing leads and updating lead data in Pabau is very straightforward and can be done in just a couple of clicks.

In terms of restrictions, you can set permissions so that staff members only have access to the leads they own, leads owned by others on their team, or all leads. You can also choose specific areas of the lead card that staff members in certain groups can see and edit.

For example, you might allow reception staff to view and update contact information but restrict access to financial details and medical notes to managers and medical professionals.

Yes, you can transfer the lead data stored in Pabau to third-party platforms using webhooks.

Additionally, soon, you will be able to pull lead data from other tools directly into the lead management feature in Pabau using APIs. This will allow for even greater flexibility and connectivity, ensuring that all your lead data is centralized and easily accessible.

With Pabau, you get a range of built-in marketing tools designed to enhance your business’s outreach and engagement. You can create and send email and SMS newsletters to keep your clients informed and engaged. 

Pabau also includes features for sending feedback surveys and managing reviews, helping you gather valuable client insights and maintain a positive online reputation.

Additionally, Pabau offers automation tools to streamline your marketing efforts. You can also run loyalty programs and issue gift vouchers to reward your clients and encourage repeat business. 

These tools work together to help you build stronger relationships with your clients and boost your marketing effectiveness.

Ready to see how Pabau can
help your practice grow?