AI CRM Agent

AI CRM Agent — every client's story, updated automatically

Profiles enriched after every visit. Segments that update in real time. Churn alerts before a client disappears. Your team walks into every appointment prepared.

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2×
faster client lookup and context
−26%
client churn with early alerts
15%
more rebookings from smart prompts
0
manual data entry for profiles
What it does

AI CRM Agent capabilities

Auto-enriched profiles

Visit history, spending patterns, preferences, and treatment notes added after every appointment. Zero manual data entry.

Live segmentation

VIPs, churn risks, overdue rebookings, high-LTV, new clients — segments update in real time as data changes.

Churn prediction

Flags clients whose visit frequency drops below their normal pattern. You see the alert before they lapse.

Rebooking prompts

Surfaces clients due for their next treatment based on intervals and history. Sends a rebooking nudge automatically.

Client insights

LTV, visit frequency, preferred services, and engagement score — visible at a glance on every profile.

Duplicate detection

Matches name, email, and phone to find duplicate records and suggests merges for your approval.

How it works

Simple setup, runs on autopilot.

1

Client visits — profile updated with treatment details automatically

2

LTV, visit patterns, and preferences calculated in the background

3

Segments refresh in real time: VIPs, churn risks, overdue rebookings

4

Rebooking prompts reach your team or trigger automated messages

5

Churn alerts fire when a client misses their typical visit window

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Questions, answered

Everything you're wondering.

It adds to it. Charting notes flow into the profile automatically. The system layers on patterns — visit cadence, spending trends, preferred services — that no one would track by hand.
It tracks each client's visit frequency and spending. When someone breaks their pattern, they're flagged as at-risk before they disappear.
Combine any mix of tags, visit history, spending, membership tier, and treatment type to build segments.
It matches name, email, and phone to find likely duplicates, then suggests merges for your approval.
Run your whole clinic in one place

See Gracero run your clinic.

A 15-minute demo: booking, payments, memberships, and the aesthetic layer, all in one platform.

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