Popular Aesthetix CRM + Better Proposals Workflows
Create Aesthetix CRM contact for new Better Proposals proposal
But what if you could automatically create a contact in Aesthetix CRM each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in Aesthetix CRM.
Create Aesthetix CRM task for new Better Proposals proposal
This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
Create Aesthetix CRM opportunity for new Better Proposals proposal
Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Better Proposals and Aesthetix CRM, you'll be able to work smarter, not harder.
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You Can Also Connect Aesthetix CRM or Better Proposals With 1200+ Other Apps
Aesthetix is an all-in-one CRM & Marketing Automation Platform for plastic surgery and medical spa that helps manage activities like patient relationships management, lead generation, appointment scheduling, inventory, and staff attendance tracking.
See Aesthetix CRM IntegrationsBetter Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!
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