The AI CRM built to grow your med spa.
- Capture every lead. From Instagram, Facebook, and Google, automatically.
- Convert more consults. Follow up until they book.
- Keep clients coming back. Rebooking and membership campaigns on autopilot.
Trusted by 100,000+ customers since 2009.
“Hi Jim, this is Eva from Acme Inc. I’m following up on your recent inquiry. Is now a good time to chat?“
Your all-in-one med spa platform.
From capturing leads and converting consultations to marketing, communication, automation, AI, and reporting, Shape brings the growth side of your med spa together in one connected platform.
Marketing that fills your consult calendar.
Reach new leads and past clients with campaigns and content built for aesthetics.
- ✓ Pre-built email and text campaigns
- ✓ Ready-to-post social content
- ✓ Seasonal and membership promos
Call, text, and email from one place.
Reach leads and clients however they prefer, with every conversation tracked automatically.
- ✓ Two-way texting with your business number
- ✓ Built-in calling with automatic logging
- ✓ Email that syncs to every client
Every lead and client in one place.
Manage leads, consultations, and clients with speed-to-lead automation so no inquiry slips away.
- ✓ Speed-to-lead: new leads contacted in seconds
- ✓ Automated consult follow-up
- ✓ A pipeline from lead to booked consult
Landing pages that book consultations.
High-converting pages and forms we design and build for you — every inquiry lands in your CRM.
- ✓ Consultation-request intake forms
- ✓ Instant lead capture into your CRM
- ✓ Book consults right from the page
A portal for forms and consent.
Give clients a branded space to complete forms, review treatment plans, and sign.
- ✓ Collect forms and e-signatures
- ✓ Share treatment plans and updates
- ✓ Syncs to your CRM automatically
Stay on top of every follow-up.
Built-in tasks and calendar sync keep every consult follow-up and rebooking organized.
- ✓ Automated tasks and reminders
- ✓ Checklists by stage
- ✓ Calendar sync with Google and Outlook
See what’s growing your practice.
Track leads, consult conversion, and client retention by source and campaign.
- ✓ Track leads and consult conversion
- ✓ See which sources convert
- ✓ Simple, clear dashboards
Explore the features med spas love most.
Capture every lead. Book more consults.
Pull leads from Instagram, Facebook, Google, and your site.
Auto-text and call new leads the moment they inquire.
Assign leads by location, service, or coordinator.
Merge duplicate leads so your data stays clean.
See every lead from inquiry to booked consult.
One platform that grows with your practice.
Track leads, clients, consults, and history in one place.
Give coordinators, front desk, and owners the right access.
Shape the CRM around your services and journey.
See what your whole team is working on in real time.
Run multiple locations from one login.
Connect the tools you already use.
Auto-capture leads from Instagram and Facebook ads.
Connect Gmail, Outlook, Calendly, and more.
Connect Shape to virtually any tool.
Build workflows with Zapier, Make, and more.
Two-way sync with Google and Outlook.
Marketing as polished as your brand.
Create beautiful emails, promos, and social posts.
Send one-off or automated campaigns to any list.
High-converting pages we design and build for you.
Schedule and publish across your social accounts.
Launch proven aesthetics campaigns in a few clicks.
Turn happy clients into new ones.
Track clients and partners who refer you.
Automatically ask happy clients for referrals.
Prompt clients to leave reviews after a treatment.
Reward repeat clients and members.
Bring lapsed clients back with automated offers.
Text clients. Book more treatments.
Text leads and clients with photos and links.
Auto-remind clients when it’s time to rebook.
AI answers questions and books consults 24/7.
Text your client list about promos and events.
See opens, clicks, replies, and opt-outs.
Calling that gets picked up.
Call any lead in one click, with automatic logging.
Show a local number to lift answer rates.
Record and review calls for training and quality.
Leave pre-recorded voicemails in one tap.
Know which ads and sources drive the most calls.
Stay compliant without the headache.
Track opt-ins and honor opt-outs automatically.
Respect internal do-not-contact lists on every send.
Keep your business texting registered and deliverable.
Verify emails before you send to protect your reputation.
Every message and consent logged for your records.
Know what’s growing your practice.
Watch leads, consults, and rebookings in real time.
Track lead-to-consult and consult-to-treatment.
See which sources and ads actually pay off.
Track rebooking and membership rates.
Motivate your team with friendly competition.
AI that books consults while you treat clients.
When a lead messages after hours or your front desk is with a client, Shape AI replies, answers questions, books the consultation, and follows up — so you never lose a lead to a missed message.
Customer is interested in getting started and requested a follow up this week. Ready for sales outreach.
Connect your entire med spa toolkit.
Shape is built to be your all-in-one med spa growth platform, but when you need to connect the tools you already use, native integrations, webhooks, Zapier, and our open API make it easy.
Connect instantly with the tools your practice already uses every day.
Explore integrations → BuildOpen APIBuild custom integrations and automate data with our fully documented REST API.
See what’s possible → AutomateWebhooksTrigger real time updates and keep your systems connected as data changes.
Learn more → ExtendNo Code AutomationConnect Shape to thousands of apps with Zapier, Make, and other no code platforms.
Explore automation →Your practice doesn’t stop at the front desk.
Whether you’re between treatments, out of the office, or catching a lead after hours, the Shape app keeps your leads, consults, and follow-ups in your pocket.
- Text or call a lead the second they inquire
- Never miss a new lead, consult, or follow-up
- Run your pipeline from anywhere
Built for every stage of growth.
Whether you’re a single location, a growing practice, or a multi-location group, Shape scales with your med spa so you book more consults and keep more clients at every stage.
Why med spa groups choose Shape
Built to support bigger teams, multiple locations, and higher lead volume.
- Capture leads from every source
Instagram, Facebook, Google, and your site in one place
- Speed-to-lead automation
New leads contacted in seconds
- Automated consult follow-up
Every inquiry followed up until they book
- Role-based dashboards
Custom views for coordinators, front desk, and owners
- Full pipeline visibility
See every lead from inquiry to booked consult
- Centralized communication
Call, text, and email from one platform with tracking
- Retention reporting
Track rebooking and membership by location
- Multi-location management
Run every location from one login
- Built-in marketing tools
Email, text, landing pages, and social
- Scales as you grow
Add users and locations without switching systems
Why med spas choose Shape
Perfect for solo and growing practices who want to book more consults.
- Simple, powerful lead management
Every lead, consult, and client in one place
- No IT team required
Get set up fast without a complicated implementation
- Built-in call, text, and email
Reach leads and clients right from each record
- Automated consult follow-up
Never lose a lead to slow follow-up again
- Easy-to-use pipeline
Track every lead from inquiry to treatment
- Marketing tools built in
Landing pages, campaigns, and social
- Rebooking and membership campaigns
Turn one visit into a lifetime client
- Everything logged automatically
Calls, texts, emails, and notes in one timeline
- Affordable and fast to launch
Be up and running in days, not weeks
- Built for busy practices
Automate follow-up so you can focus on clients
Getting started is the easy part.
Onboarding, real human support, and ongoing resources — built to get your team live fast and keep you moving long after.
Up and running in days, not weeks.
A guided, white-glove onboarding experience that helps your team get up and running quickly—without the complexity, confusion, or guesswork.
- Dedicated implementation specialist
- We migrate and organize your data
- CRM tailored to your workflow
Meet your implementation specialist and build your launch plan.
We securely migrate and organize your existing data.
Your CRM, automations, and workflows are tailored to your business.
Go live with confidence after hands-on training and final review.
Help that doesn’t stop after launch.
Get instant answers from Shape AI anytime, or connect with a real product expert by phone or email whenever you need personalized help.
- 24/7 AI support with instant answers
- Real product experts by phone or email
- A dedicated account manager for the life of your account
- Support guides and video tutorials
- Live webinars and personalized training
Never wait for help.
Shape AI provides instant answers, guides you step by step, and gets you moving faster whenever you have a question.
Keep getting more from Shape.
Whether you’re training new hires or mastering advanced features, our live training, self-paced courses, and expert resources help your team get more value from Shape every day.
- New learning opportunities every week
- Resources for every role and experience level
- Learn at your own pace, anytime
- Keep your team up to date with new features
- Expert help when you need it
Free live sessions with Shape experts every week.
Structured training for every role and skill level.
On-demand tutorials, walkthroughs, and support articles.
Need extra help? Hire our experts for custom projects and hands-on assistance.
Built to earn your trust from day one.
Your data is protected with enterprise-grade security, encryption, independent audits, and compliance standards trusted by businesses in regulated industries.
Visit our Trust Center →Skip the complexity. We’ll manage your 10DLC registration so your business texting stays compliant and delivers reliably.
Learn more →From a stack of systems to one platform.
Practices end up running a CRM, a phone system, a texting tool and a marketing platform side by side. Shape is all of it in one place, and connects to the tools you already pay for.
Your CRM, phones, texting, consult booking and marketing run as one system, under one login for front desk, injectors and owners.
Instagram, Facebook and Google leads arrive directly instead of living in a DM nobody is watching after hours.
Prospects book a consult and complete intake and consent from their phone before they arrive.
Rebooking and treatment-cycle reminders run automatically, so retention does not depend on someone remembering.
Our team configures the build and launches it, and support knows how a practice actually runs.
Without Shape
- A login for every tool
- Leads sitting in Instagram DMs
- Consults booked by phone tag
- Intake filled out in the lobby
- Set it up yourself
With Shape
- One login for everything
- Social leads in one pipeline
- Self-booked consults
- Forms and consent done early
- We configure and launch it
Growing a med spa is hard.
Your CRM shouldn’t be.
Stop losing leads to slow follow-up and letting clients slip away. Shape puts your lead capture, consult follow-up, marketing, and retention in one place — so you book more and keep more.
Leads from our Instagram ads used to sit for hours. Now Shape texts them in seconds and our consult bookings jumped.
The automated rebooking campaigns keep our clients coming back without us lifting a finger.