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Case study 02 · Clinics & Aesthetics

Clinic CRM with WhatsApp Inbox

Every WhatsApp enquiry lands in the CRM. One click makes it a lead; stages run from first message to paying patient.

  • Next.js
  • TypeScript
  • WhatsApp Cloud API
  • n8n

The problem

A marketing agency ran ads for aesthetic clinics, but leads arrived on WhatsApp and were copied into Excel by hand. The clinic couldn't tell which stage a lead was in, what had been said, or which ad spend turned into patients.

What we built

  • WhatsApp connected directly to the CRM — every conversation appears in a shared inbox
  • One click turns a chat into a patient lead
  • Pipeline from new → responded → appointment → visited → patient
  • Treatment and spend tracked per patient
  • “My Day” view: who to call, who is waiting, what's overdue
  • Live team view so the owner sees who is handling what

How it flows

From trigger to done, step by step.

  1. Ad → WhatsAppPatient messages the clinic
  2. CRM inboxChat appears instantly
  3. 1-click leadFront desk qualifies
  4. Stage pipelineAppointment → visit
  5. Follow-upsNobody goes cold
  6. Revenue trackedPer patient, per campaign

What changed

  • ✓Zero manual lead entry — every WhatsApp enquiry is in the CRM
  • ✓A stage and an owner for every lead
  • ✓Ad spend traceable to real patients

Try it yourself

Infinityy OS runs the same kind of pipeline, live — with fictional data.

Live demo

See it inside Infinityy OS →

Your business

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