Every lead, every chart,
one record.
Perfectomy ties the ad that brought a patient in to the consult, the consent and the invoice. Calls, texts, WhatsApp, Instagram and email land in one inbox your front desk already knows how to use.
Built for cosmetic surgeons, med spas and podiatry practices. Audit trail and role-scoped access built in.
M. Garcia
Lead · Rhinoplasty · Miami, FL
Source
Instagram ad
Spring rhino · Reel 3
First touch
Missed call
AI receptionist answered
Deal
$8,400
Deposit paid
Hi, I saw your rhinoplasty video. Do you have anything in May?
Yes! Dr. Lee has a consult Thursday the 14th at 2 pm. Want me to hold it?
Please do, thank you!
Automation: consent form sent · reminder in 24h · chart opened for Dr. Lee
The gap
Call tracking knows the ad.
Nobody knows the surgery.
Your marketing tool reports cost per lead. Your phone system reports calls. Your EHR reports procedures. None of them can tell you which Reel paid for last month's rhinoplasties, because the lead and the patient live in different systems.
Perfectomy keeps the prospect and the patient on one timeline, from first click to signed consent.
Marketing sees cost per lead
and stops at the form fill.
The front desk sees the phone
and retypes it into the CRM, sometimes.
Providers see the chart
with no idea what the patient was promised.
Perfectomy sees all three
on one timeline, per person.
Book a demo
See a lead go from ad click to signed consent, on your workflows.
Fifteen minutes with a real lead record, no slides. Bring your current CRM and we show you what changes for the front desk and the provider.
No commitment. Guided onboarding on every plan.
What ships
The front office and the clinic, in one login.
Replace the CRM, the call tracker, the texting app and the forms tool. Keep the EHR workflows your providers expect.
Unified inbox
Calls, SMS, MMS, WhatsApp, Instagram, Facebook Messenger and email in one thread per person. Shared and personal mailboxes included.
Pipeline & ad attribution
Facebook and Google spend tied to the deal it produced. Closed deals flow back to Meta as conversion events, so the ads learn from real patients.
Automations
Follow-ups, reminders and document requests that fire on events, with delays, conditions and AI-written replies from the lead's own context.
AI receptionist & outreach
Answers after hours, qualifies new leads by phone inside consent and calling-hour rules, and leaves the summary on the record.
Charting, forms & consents
Versioned forms with addendums and re-signing, e-signature, photos, lab orders and results, and inventory scanned out from the chart.
Scheduling
Providers, rooms and locations with their own hours and time zones. Reminders go out on the channel the patient actually answers.
Perfectomy Payments
Quotes, deposits and invoices attached to the deal, with per-item discounts. Revenue shows up next to the ad that earned it.
Patient portal
Patients sign forms, upload results and review their documents from their phone, restricted to their own signature lines.
How it works
Live in days, not quarters.
Connect what you already use
Port or forward your numbers, link Meta and Google Ads, connect Instagram, WhatsApp and your mailboxes. Import patients and leads from a spreadsheet or HubSpot.
Every lead lands on one record
A new call, DM or form creates the lead, attaches the ad, and starts your follow-up automation. Your team works the pipeline from the inbox.
Close and chart in the same place
The deal becomes the patient. Consents, photos, labs and payments sit on the same timeline, and the closed deal reports back to the ad platform.
It's amazing how easy it is to know which campaign to turn off or scale.
Cesar Garcia
Manager @ Luxe Foot Surgery
For owners
Know which ad paid for which surgery.
Cost per closed deal by campaign, coordinator and procedure, not cost per form fill.
For coordinators
Stop retyping. Stop missing the after-hours call.
One inbox, one record, and an AI receptionist holding the line when nobody is at the desk.
For providers
Walk into the consult already briefed.
What the patient asked for, what was quoted, and what they signed, before you open the chart.
Pricing
Three plans. Priced per clinic, not per user.
Every plan carries the full EHR, the CRM and the inbox. Calls, texts and AI minutes are billed only as you use them, at the same rates on every plan. Annual billing takes two months off.
Starter
For a small practice moving off paper that wants records, forms and one inbox.
or $2,500 a year, 2 months free
- 1 location, up to 5 users
- Up to 3,000 leads and patients
- Charting, photos, forms, portal, unified inbox
- Phone numbers and texts pay as you go
Essentials
For a single-location clinic replacing paper charts and a basic phone line.
or $4,990 a year, 2 months free
- Everything in Starter, up to 10 users
- 2 phone numbers, 1,000 texts a month
- Call recording on every call
- Telehealth visits, 300 minutes a month
Growth
Most popular
For a clinic running ads and consults that wants every call and message working for it.
or $9,990 a year, 2 months free. Founding Clinic offer: $749 a month locked for 12 months.
- Unlimited users, leads and patients
- Call transcription and LiveBrief summaries
- AI receptionist and outbound calls, 200 minutes
- 5 numbers, 3,000 texts, extra locations $400 each
Usage beyond your allowance is itemized on each invoice and never blocks access to patient data. Every plan includes a signed BAA and guided onboarding.
See full pricing and usage ratesInventory
Know what every syringe cost you.
Chart a treatment and the units leave stock on their own, oldest lot first. Cost of goods lands on the deal, every lot and expiry date is tracked, and a low-stock list tells you what to reorder before Friday's injector runs out.
- Scan out at the chart, first-in-first-out by expiration
- Cost of goods recorded on every deal
- Reorder thresholds, purchase orders and receiving into lots
- Stock by location, with write-offs and recalls logged
Stock · Miami location
Today, 2:14 pm
Charted: lip filler, M. Garcia
Neurotoxin 40 units · HA filler 2 syringes
Scanned out of stock, oldest lot first
Lot A2231 · expires 03/2027 · 40 units
Neurotoxin on hand
Reorder at 50 units
Low stock · on the reorder list
Purchase order drafted
10 vials · sent to your supplier · received into lots on arrival
Deal $1,850 · cost of goods recorded
$312
See your own leads inside Perfectomy.
Fifteen minutes on a call. Bring one campaign and one patient journey and we will show you both on a single timeline. No credit card, no setup fee.
- Live demo with a real clinic workflow
- Migration plan for your current tools
- Pricing for your locations on the spot