CRM and marketing automation for small businesses
Ontraport is a capable all-in-one CRM and marketing-automation platform for SMB lead nurture, but it offers no aesthetics-specific tooling and works for med spas only as a marketing layer beside dedicated booking software.
Ontraport is an all-in-one CRM and marketing-automation platform aimed at small businesses, coaches, and service providers who want to capture leads and nurture them to a sale without stitching together multiple tools. It combines contact management, email and SMS campaigns, a visual automation builder, landing pages and forms, and basic e-commerce and membership features in a single subscription that scales by contact volume.
For med spas, Ontraport can be a capable nurture engine: it tracks inquiries, automates multi-step follow-up across email and text, and reports on conversion. But it is a general SMB marketing CRM, not an aesthetics-native system. There is no treatment catalog, clinical charting, consent management, or native online booking, and it is not built around HIPAA workflows for protected health information. Practices that use it typically pair it with a dedicated booking or practice-management platform and rely on Ontraport purely for marketing and lead nurture.
Ideal customer
Small service businesses, coaches, and clinics that want CRM and marketing automation in one tool for nurturing leads — including med spas willing to run a general marketing CRM alongside dedicated booking software.
Ontraport is an all-in-one CRM and marketing-automation platform built for small businesses, coaches, and service providers. Its pitch is consolidation: instead of paying for a separate CRM, email tool, SMS service, landing-page builder, and automation engine, you get them in one subscription priced by contact volume. For a small team that lives in email and text nurture, that bundling is genuinely appealing.
The honest framing for this directory is that Ontraport is a general SMB marketing CRM, not an aesthetics-native system. Some clinics and coaches use it to nurture leads, and it does that well, but there is no treatment catalog, clinical charting, consent management, or native online booking, and it is not designed around HIPAA workflows for protected health information. A med spa adopting Ontraport is buying a marketing engine to sit beside a dedicated booking or practice-management platform, not to replace one.
Choose Ontraport if your priority is marketing automation and lead nurture, and you want CRM, email, SMS, and pages in a single tool. It can be an effective nurture layer for a med spa, but only alongside a purpose-built booking and clinical system. Practices that want aesthetics workflows out of the box should look to a dedicated med-spa platform and treat Ontraport, at most, as a marketing add-on.
By Med Spa Vendor Hub Editorial Team. Last reviewed June 29, 2026. Independent editorial review — how we score.
Entry plans start around $24–$29/mo for a small contact allowance, with paid tiers scaling to roughly $83+/mo and up as contact counts and feature needs grow. Email/SMS sending volume and added users can increase cost. Verify current pricing on Ontraport's site.
Basic
$24–$29/mo
entry tier
Core CRM, email marketing, automation, and pages for a small contact list.
Plus
$83+/mo
scales by contacts
Higher contact limits with SMS, membership sites, and deeper automation.
Pro / Enterprise
Custom
scales by contacts
Larger contact volumes, more users, and advanced features for scaling businesses.
Pricing is researched from public sources and verified periodically; confirm current rates with the vendor.
Independent ratings from third-party review platforms, cited with sources. These are not our score.
A vendor-neutral guide to choosing a med spa CRM and lead-management tool—covering the three platform archetypes, the capabilities that actually convert cash-pay leads, pricing models, and how to run a smart demo.
Med spa CRM software ranges from free or ~$14/user/mo for lean lead-management tools to $299-$499/mo specialist platforms and quote-only enterprise systems. Here's a transparent, vendor-neutral breakdown of real 2026 prices, pricing models, and the hidden costs to budget for.
CRM & Lead ManagementActiveCampaign is a general-purpose marketing-automation and CRM platform that some med spas adopt for email/SMS nurture and pipeline tracking — powerful, but not built for aesthetics workflows.
CRM & Lead ManagementAdVital MD is a HIPAA-compliant CRM and practice-automation platform purpose-built for aesthetic practices and med spas, founded by a plastic surgeon, with automated lead nurture, an AI chatbot, missed-appointment recovery and EMR integrations.
CRM & Lead ManagementAesthetix CRM is a med-spa-native CRM and marketing-automation platform that turns inbound leads into booked consults and repeat treatments with behavior-triggered SMS and email nurture, sitting alongside your EMR rather than replacing it.
