Trace CRM
CRM for Hair Transplant Clinics

Enquiries are coming in.
Patients aren't booking.

Capture Meta Instant Form leads, track every consultation and treatment plan, and automatically send conversion signals back to Meta.

15-day free trialNo credit card neededSetup in 30 minutes₹1,499/month all-in

The Problem

Does this sound familiar?

Hair transplant clinics lose 70–80% of their leads not because of bad ads — but because of what happens after the enquiry comes in.

Leads vanish after the first call

You get 80 enquiries from Meta ads. 20 are serious — the other 60 just want a price. Without tracking, you never know which ones were real or who to follow up with.

Consultations fall through the cracks

A patient came in, liked the plan, and said they'd think about it. Nobody followed up in 3 days. Now they've booked with your competitor across the street.

Meta never learns who became a patient

You do 8 procedures a month. Meta has no idea. It keeps targeting people who just want a free estimate — not patients who actually commit to surgery.

Features

Everything your clinic needs

Built specifically for how hair restoration clinics work — not adapted from a generic sales CRM.

Hair Clinic Pipeline

Custom stages built for your clinic — New Enquiry → Consultation Booked → Treatment Plan Sent → Procedure Scheduled → Post-Op → Result Review. Not generic CRM stages.

Meta Instant Forms Integration

Connect your Meta Instant Form directly to Trace CRM. Every lead who submits your form appears in the CRM within seconds — no manual copy-paste from Facebook.

Meta CAPI Feedback Loop

When a patient books their procedure, Trace fires a server-side CAPI event to Meta. Your ads start finding more people who actually convert — not just enquire.

Email Consultation Reminders

Auto-send emails when a consultation is booked, a treatment plan is shared, or a follow-up is due. Patients show up. Nothing slips. No manual effort from your team.

Front Desk & Consultant Roles

Front desk assigns enquiries to consultants. Each rep sees only their patients. Admins see everything across the clinic. Full accountability, no overlap.

Consultation-to-Procedure Analytics

Which ad campaign has the highest conversion rate? What's your consultation-to-booking ratio? Track it all — source, campaign, and stage breakdown in one dashboard.

Pipeline

A pipeline built for how
hair transplant clinics actually work

Not just "New → Converted". Trace tracks the real journey — from first enquiry through consultation, hair analysis, treatment plan, procedure day, and post-op review.

New Enquiry
Consultation Booked
Treatment Plan Sent
Procedure ScheduledCAPI fires
Post-Op Follow-up
Result Review

All stages are fully customisable to your clinic's exact workflow.

Lead Detail — Arjun Mehta
AM

Arjun Mehta

+91 98765 43210 · Meta Ads · 3 days ago

New Enquiry
Consultation Booked
Treatment Plan SentCurrent
Procedure Scheduled
Post-Op Follow-up
Result Review

Latest note

“Grade 3 baldness. 2,500 grafts recommended. Budget ₹85,000. Treatment plan shared — waiting on confirmation.”

How it works

From Meta ad to booked procedure

Four steps. Fully automated. Your team just moves patients through the pipeline — the rest happens on its own.

01

Connect your Meta Instant Form

Connect your Meta Instant Form to Trace CRM during onboarding — takes about 30 minutes. Every enquiry flows in automatically, no manual entry.

02

Assign & schedule consultations

Front desk assigns leads to consultants. Log consultation outcomes, share treatment plans, set follow-up reminders. One place for everything.

03

Patient books the procedure

Mark the lead as Procedure Scheduled. Trace CRM fires a CAPI conversion event to Meta — automatically. No extra steps from your team.

04

Meta finds more patients like them

Meta's algorithm learns who your real patients are. It finds more people like them. Your CPL drops. Your consultation quality improves.

30 min

Time to go live

₹1,499

Per month, GST incl.

15 days

Free trial, no card

Pricing

Simple, transparent pricing

One plan that covers everything. Start free, subscribe when you're sure.

MOST POPULAR
Up to 3 usersUnlimited leads

Professional

₹1,499

/month · GST inclusive

  • Lead pipeline — all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
Custom limitsDedicated support

Enterprise

Custom

For multi-location hair clinics and larger groups.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support

Cancel anytime · No lock-in · 15-day free trial included

FAQ

Frequently asked questions

Specific to how hair transplant clinics use Trace CRM.

Still have questions?

Free demo

See Trace CRM set up
for your clinic

We'll show you how hair transplant clinics use Trace CRM to convert more Meta leads into booked procedures — and set it up specifically for your workflow in the same call.

30-minute personalised walkthrough
Pipeline configured for hair restoration
Meta CAPI setup guidance included
No sales pressure. Cancel anytime.

Book your free demo

We'll reach out within 24 hours.

Start turning enquiries
into booked procedures today.

15-day free trial. Full access. No credit card required.