Elexiz AI CRM

The system provides an all‑in‑one solution for aesthetic‑practice management, combining patient records, scheduling, clinical documentation, and financial tools in a single interface. It stores detailed patient profiles with custom fields, logs communications automatically, and secures documents such as consent forms and photos. Scheduling features include an online booking page, two‑way Google Calendar sync, automated reminders, and waitlist handling.

Clinical workflow components support digital intake forms with e‑signatures, AI‑generated SOAP notes, treatment‑plan tracking, a portal for medical‑director review, and before/after photo documentation. Billing capabilities integrate with Stripe for card, ACH, and digital‑wallet payments, and enable memberships, multi‑treatment packages, gift cards, and invoicing with payment links.

A visual pipeline lets users drag and drop deals through stages, while AI‑driven lead scoring and activity tracking help prioritize prospects. Revenue forecasting projects future income based on pipeline values and conversion rates. The platform is targeted at med‑spa and aesthetic clinics seeking a unified, AI‑enhanced CRM.