AI CRM Agent — client intelligence that works for you
Automatically enriched profiles, smart segmentation, churn prediction, and rebooking prompts — the AI that knows your clients so your team doesn't have to memorize.
AI CRM Agent capabilities
Auto-enriched profiles
Client profiles are automatically updated with visit history, preferences, spending patterns, and treatment notes — no manual entry.
Smart segmentation
AI creates and updates segments automatically: VIP clients, at-risk of churn, overdue for rebook, high-LTV, new clients.
Churn prediction
Identifies clients likely to lapse based on visit frequency, spending trends, and engagement signals — before they're gone.
Rebooking prompts
Surfaces clients due for their next treatment based on treatment intervals and history. Sends automated rebooking nudges.
Client insights
Shows each client's LTV, visit frequency, preferred services, and engagement score at a glance.
Duplicate detection
Automatically identifies and merges duplicate client records to keep your database clean.
Simple setup, runs on autopilot.
Client visits your clinic — AI updates their profile with treatment details
AI calculates LTV, visit patterns, and preferences automatically
Client segments update in real-time — VIPs, at-risk, overdue
Rebooking prompts surface for team action or trigger automated messages
Churn alerts flag clients who haven't visited in their typical interval
Everything you're wondering.
See Gracero run your clinic.
A 15-minute demo: booking, payments, memberships, and the aesthetic layer, all in one platform.
Book a demo