Client: EMBEAUTY GROUP Aesthetic Medicine Clinic (Krakow, Poland).
Solution: Automation of records, sales, and marketing through Pipedrive CRM and the online booking service SimplyBook.
The clinic faced challenges typical for the beauty business:
- Records were kept manually, and clients were often lost.
- Repeat visits were arranged through Booksy with a commission.
- The owner did not have clear analytics and control over the workload of the specialists.
- Reminders and promotions were ineffective
Because of this, the clinic was losing clients and didn’t understand how to grow further.
We lost several entries every day – someone forgot, someone did not come, and I spent a lot of time compiling tables and invoices,” recalls the owner of EMBEAUTY.
Customer request
The clinic approached us with the need to streamline key processes:
- To have transparent analytics and see the actual workload of specialists at any moment
- Automate client scheduling and procedure reminders
- Eliminate unnecessary commission fees on repeat visits
- Get a convenient tool for controlling sales and marketing campaigns
Our solution
To solve this task, we chose Pipedrive because it:
- Simple and easy to use
- Allows you to quickly automate notes, reminders, and tasks
- It has a flexible system of funnels and reports for owners
- Easily integrates with online booking services
We implemented Pipedrive CRM from scratch and integrated the SimplyBook service for online bookings:
- Now clients book procedures directly, without any fees
- The system automatically creates a client card, assigns a task to the manager, and sends a reminder.
- There is now the opportunity to work with new metrics such as ‘Lead Source,’ ‘Customer Interest,’ and ‘Customer Feedback.’ Emails expressing gratitude are now sent automatically to clients, and reminders about procedures are received.
- Integration through Make.com ensures full data exchange between platforms
- The owner gained access to real-time reports and control over the workload of the craftsmen.
- The staff underwent training and were able to work in the system the day after the new technicians were onboarded.
- We implemented a turnkey SimplyBook online booking system, where we organized the structure of procedures and the selection of specialists.
- The platform allows clients to book services at a convenient time, and all information is automatically transferred to Pipedrive.
Results
| Indicator | It was | Became | Changes |
| Conversion | 27% | 38% | +11% |
| Average check | €50 | €66 | +32% |
| Follow-up visits | 2,4 | 3,6 | +50% |
| Expenses for online booking | €150 | €30 | -80% |
| Process control | fragmentary | in real time | complete transparency |
| Record processing time | ~10 min | 2 min | -80% |
| Errors in records | often | rarely | -90% |
EMBEAUTY has received a modern customer and appointment management system that allows focusing on what really matters — quality service.
Pipedrive and SimplyBook eliminated chaos, provided process transparency, and paved the way for business scaling.
If you also want to organize your records, increase sales, and elevate your service to a new level, the Frigat NET team will help you achieve the best results.
Thanks to CRM, you will be able to:
- Increase conversion, average check, and repeat visits
- Gain full transparency in sales and team workload
- Provide clients with flawless service — from online booking to repeat visits
- Automate routine tasks and focus on business development
Book a consultation — and we will show you how automation can help you earn more and provide better service from the very first weeks.
