Leads going cold on WhatsApp
Enquiries from Instagram, Google and referrals that nobody answers in time, scattered across several phones.
One shared inbox and an AI agent that replies 24/7
New AI-powered clinical and sales CRM
Software for Cosmetic Surgery and Aesthetic Medicine Clinics
From the first WhatsApp message to the final post-op check-up. CirugiaNexa brings your consultation pipeline, quotes, consent forms, clinical photos and theatre schedule together in one platform built for your specialty.
- A guided demo with your treatments
- Pricing that fits the size of your clinic
- Personal onboarding and support
Consent form signedRhinoplasty · on mobile
Quote acceptedTummy tuck · €5,800
Consultation booked by AIThursday 10:00 · Dr. Montalbán
Built for
- Plastic and cosmetic surgery
- Aesthetic medicine
- Cosmetic dermatology
- Body and facial surgery
- Body treatments
The challenge
An aesthetic clinic isn't just any practice
You sell high-value procedures that patients think long and hard about, with sensitive documentation and follow-up that lasts for months. Generic tools fall short exactly where the stakes are highest.
Quotes nobody follows up
Handed over after the consultation and never chased. The patient makes her decision… at another clinic.
Kanban pipeline with stages and expiry dates
Consent forms and photos all over the place
Paperwork that goes missing and clinical photos stored on practitioners' personal phones.
E-signatures and a clinical gallery organised by stage
Post-op care on loose sheets
Forgotten check-ups and patients left feeling alone just when they need support the most.
Scheduled follow-ups and reminders
The solution
The entire patient journey, in a single system
Each stage feeds the next with no retyping: what's said on WhatsApp flows into the consultation, the consultation into the quote, and the quote into the operating theatre.
- Step 1
Lead capture
WhatsApp, web and phone enquiries land in the CRM with their source.
- Step 2
Consultation
Reason for visit, area of interest and assigned specialist.
- Step 3
Quote
Sent, with an expiry date and sales follow-up.
- Step 4
Consent
E-signed from the patient's own phone.
- Step 5
Procedure
Theatre, team and pre-op photos.
- Step 6
Follow-up
Check-ups, progress, packages and loyalty.
Modules
Everything your clinic needs, and nothing it doesn't
Real CirugiaNexa screens. Every module is designed around the daily work of surgeons, aesthetic doctors and patient coordinators.
Every consultation tracked until it becomes surgery
A kanban pipeline with your clinic's real stages: lead, contacted, consulted, quoted, following up, accepted and completed. See which patients are close to deciding and how much revenue sits in each column.
- Every patient's source: Instagram, Google, referrals, website…
- Value per stage and sales conversion
- Drag a card to move it to the next stage
Schedules by practitioner and by room, with no double-booking
Organise consulting rooms, treatment rooms and operating theatres in day, week and month views. Every appointment knows which practitioner, room and treatment it needs, and the waiting list tells you when a patient can be brought forward.
- Room view for theatres and treatment rooms
- Automatic WhatsApp reminders
- Waiting list to bring appointments forward
The patient's full history on a single screen
Consultations, quotes, treatments, visits, post-op check-ups, photos, appointments, invoices and packages, laid out in a chronological timeline. Anyone on the team can get up to speed on a case in seconds.
- The complete patient journey
- GDPR and marketing consents
- Clinical history visit by visit
Quotes that don't end up in a drawer
Create numbered quotes with expiry dates, send them and track their status: draft, sent, accepted, declined or expired. Accepted quotes become treatments, and pending ones are flagged so nobody forgets to call.
- Statuses and expiry dates
- Average order value and accepted quotes
- One-click conversion to treatment
Before-and-afters organised by stage, not on the doctor's phone
Upload each patient's photos linked to the procedure and its stage: pre-op, 48 hours, one week, one month. Compare progress and decide whether the patient can see them in their private portal.
- Gallery by patient and procedure
- Labelled progress stages
- Configurable patient visibility
Flawless aftercare, one check-up at a time
Schedule follow-ups after every procedure (one week, one month, three months…) and the system shows which check-ups are due today, which are pending and each patient's next one.
- Follow-ups scheduled per procedure
- Status and next check-up for every patient
- Reminders so nobody misses one
Sell session packages beyond the clinic walls
Create session packages with their price, savings and validity, sell them at reception or let patients buy them online from your website and their private portal. Every session used is deducted automatically.
- Catalogue with price per session and savings
- Online sales with secure payment
- Track remaining sessions
Every WhatsApp conversation in one shared inbox
Patient messages arrive in the CRM, linked to their record. The AI replies and books appointments when nobody's available; your team takes over with one click whenever the conversation calls for it.
- Unified inbox with AI / human filters
- Pause and resume the agent per conversation
- History linked to the patient
Artificial intelligence
AI that works for your team, not the other way round
Automate the repetitive work so your team can spend their time on what no machine can do: earn the patient's trust.
24/7 WhatsApp agent
Answers common questions, explains treatments and books consultations into genuinely free slots.
Voice assistant
Handles calls out of hours or at busy times and logs everything in the CRM.
CiruAI Assistant
Ask the CRM in plain language and get answers about patients, schedules or quotes.
Consultation transcription
Turns the consultation into structured clinical notes, so you don't have to type during the visit.
Automatic reminders
Appointments, post-op check-ups and outstanding documents, via WhatsApp and email.
You stay in control
Pause the agent in any conversation and reply yourself with one click.
Clínica Velure● AI agent active
Hi, I'd like some information about rhinoplasty. What's the first consultation like?21:47
AI agent
Hi Marta! Your initial consultation with Dr. Montalbán lasts 45 minutes: he'll assess your case, walk you through the options and give you a fixed-price quote. Would Thursday at 10:00 suit you?21:47
Hi Marta! Your initial consultation with Dr. Montalbán lasts 45 minutes: he'll assess your case, walk you through the options and give you a fixed-price quote. Would Thursday at 10:00 suit you?21:47
Perfect, Thursday works great!21:48
Consultation added to the schedule and the pipeline
AI agent
All done ✅ We'll send you a reminder the day before. See you on Thursday!21:48
All done ✅ We'll send you a reminder the day before. See you on Thursday!21:48
Check-up tomorrow · 10:00Clínica Velure · Dr. Montalbán
CV
Clínica VelureReplies within minutes
Can I shower with the dressing on now?
Yes, from day three. We've left the instructions for you in Documents 📄
Great, thanks! 🙌
Patient experience
Your website, patient portal and mobile app, all included
Patients book, buy, check their treatment and message the clinic from their phone, without calling reception. And everything they do shows up instantly in your CRM.
- Website with online bookingConnected to each specialist's real-time availability.
- Password-free loginPatients sign in with a code sent by email or WhatsApp; you choose the channel.
- Packages and online paymentsSession packages bought online with secure card payment.
- Documents and progressSigned consent forms, quotes, invoices and any photos you choose to share.
- Patient mobile app NewDirect chat with the clinic, appointment and check-up notifications, aftercare instructions and documents always to hand.
For your whole team
Everyone sees exactly what they need
Role-based permissions so everyone works with the right information — no more, no less.
Surgeon
Walk into every consultation and operation with the full case in front of you.
- Clinic and theatre schedule
- Pre- and post-op photos
- Progress check-ups
Aesthetic medicine
Repeat treatments and packages that build loyalty effortlessly.
- Protocols and sessions
- Packages with automatic tracking
- Maintenance reminders
Coordination
Mission control for sales and patient care.
- Shared WhatsApp inbox
- Consultation pipeline
- Quotes and waiting list
Management
Decisions based on data, not gut feeling.
- Conversion and average order value
- Revenue and invoicing
- Staff time tracking
Security and compliance
Clinical data handled with the care it deserves
You work with health information and sensitive images. CirugiaNexa is built to protect them.
E-signed consent forms
Templates per procedure, signed on mobile, with the PDF saved to the patient record.
GDPR per patient
Consents for data processing, communications and marketing, all on record.
Role-based permissions
Reception, doctors and management only access what's relevant to them.
Secure patient access
Expiring one-time codes with a limited number of attempts.
Photos off personal phones
Clinical photography lives in the platform, not on personal devices.
Time tracking
Built-in staff clock-in to meet working-time recording requirements.
How we get started
From the first call to your clinic up and running
Tell us about your clinic
Specialties, practitioners, rooms and how you work today. That way we understand what you really need.
Tailored demo and proposal
We show you CirugiaNexa with your own treatments and send you a proposal priced for your size.
Go-live
We set up your schedule, services, consent forms and WhatsApp, and train your team so you can launch with confidence.
FAQ
Your questions, answered
Can't find yours? Drop us a line and we'll answer you personally.
Talk to the teamHow much does CirugiaNexa cost?
Pricing depends on the number of practitioners, the modules you enable and your AI usage (voice minutes and WhatsApp messages). Leave your details in the form and we'll send you a no-obligation proposal tailored to your clinic.
Does it work for clinics that only offer aesthetic medicine?
Yes. CirugiaNexa is designed for plastic and cosmetic surgery clinics as well as aesthetic medicine practices. You switch on the treatments, practitioners, rooms and packages you use, and the rest stays out of your way.
Can I manage multiple practitioners, rooms and operating theatres?
Yes. The schedule works by practitioner and by room, with day, week and month views, double-booking prevention and a waiting list to bring appointments forward when a slot opens up.
How do patients sign informed consent forms?
You send the consent form to the patient and they e-sign it on their phone. The signed document is saved to their record and they can view it in their private portal.
Does the AI reply to my patients on its own?
Only if you want it to. The WhatsApp agent is available 24/7, answers questions and books consultations, but your team can pause it and reply personally in any conversation.
Does it include the clinic website, patient portal and mobile app?
Yes. You can have a website with online booking connected to your schedule, a password-free patient portal and a mobile app where your patients book appointments, buy packages, view their documents and message the clinic directly.
Information and pricing
See how far your clinic can grow with CirugiaNexa
We don't publish a fixed price list, because no two clinics are alike. Tell us about yours and we'll send you a clear proposal — no small print.
- Pricing tailored to your practitioners and modules
- A guided demo using your own treatments
- A rollout plan for your team