Lead Pipeline & CRM
Every enquiry, from first click to booked consultation, tracked on one visual board. Drag leads through your pipeline, never miss a follow-up, and see exactly where your revenue comes from — built into INTENTIQ, not bolted on.
Stop losing leads in your inbox
Most aesthetic clinics lose enquiries not because they’re slow to treat — but because a message gets buried, a follow-up gets forgotten, or nobody’s sure whose job it was. INTENTIQ’s built-in CRM gives every lead a home, a stage, and a next step, so your pipeline runs like a well-drilled front desk.
Your pipeline, five clear stages
Drag and drop leads through each stage — the board is your single source of truth.
New
Contacted
Consultation Booked
Quoted
Won / Lost
Everything you need to convert
A complete sales toolkit designed for the way aesthetic clinics actually win clients.
Visual Kanban board
See every lead as a card on a drag-and-drop board. Move a lead from New to Won with a single drag — the pipeline updates instantly, no forms to fill.
List view & filtering
Prefer a spreadsheet feel? Switch to list view to sort, filter and bulk-scan your entire pipeline at a glance.
Rich lead detail panels
Open any lead to see contact details, enquiry source, notes, communication history and next actions — the full picture in one place.
Lead capture forms
Turn website enquiries and walk-ins straight into pipeline leads. Nothing slips through the cracks between enquiry and consultation.
Summary & conversion cards
Live summary cards show how many leads sit at each stage and where they convert — so you know exactly where to focus.
Journey automation ready
Every stage change can trigger an automated SMS, email or task through INTENTIQ’s Client Journey engine — follow-ups happen without you lifting a finger.
Why clinics love it
One source of truth
No more enquiries scattered across email, DMs and sticky notes. Every lead lives in one board the whole team can see.
Automated follow-up
Pair the pipeline with Client Journey Automations and every stage change fires the right SMS or email — automatically.
Revenue you can see
Summary cards show conversion at each stage, so you know which sources and treatments actually bring in bookings.
See your pipeline come to life
Book a 20-minute demo and we’ll show you how INTENTIQ turns scattered enquiries into a predictable, revenue-generating pipeline.
CQC-ready clinic management — built for aesthetic medicine