7 Best CRM Platforms for Medical Spas (2025)

Medical spas are no longer competing on treatments alone. Patients expect seamless digital experiences. They want convenience.. From automated reminders to personalized offers, the right CRM can drive retention, upsells, and long-term loyalty. For operators, it also means fewer manual tasks, stronger compliance, and a clear view of profitability.

This guide reviews the best CRM platforms for medical spas in 2025. You’ll see how each tool stacks up, where it shines, and where it falls short. 

What to Look for in a Med Spa CRM

Choosing a CRM is about more than contact management. Customer relationships are more than that. The right system should:

• Centralize client records across appointments, treatment notes, and purchase history
• Automate follow-ups and campaigns to reduce no-shows and increase client lifetime value
• Protect patient data with HIPAA compliance and secure storage
• Integrate with booking, payments, and inventory to eliminate duplicate systems
• Scale with your growth, whether you’re a single-location spa or a multi-site operator

With these criteria in mind, here are the top CRMs to consider in 2025.

The Best CRM Options for Medical Spas in 2025

1. Portrait Care 

Portrait Care is the only platform built specifically for modern medical wellness operators. It combines CRM, free EHR, compliance oversight, scheduling, payment processing, and marketing automation in one system. Beyond software, Portrait delivers exclusive national purchasing power with up to 60%+ savings on supplies and equipment.

Trusted by more than 1,000 clinics nationwide, Portrait supports med spas, weight loss clinics, IV hydration lounges, dermatology practices, and plastic surgery centers. Operators gain faster growth, simplified operations, and higher profitability without giving up independence.

Pros:

• Free, HIPAA-compliant EHR built in.
• Exclusive 60%+ supplier savings through group purchasing.
• End-to-end platform with CRM, payments, marketing, and compliance.
• Trusted by 1,000+ clinics.

Cons:

• Best suited for providers focused on growth; may be more than needed for very small solo operators.

Best For: Modern med spa and wellness operators who want everything (CRM, EHR, services, and supply savings) in one platform. Compliance is also built into the platform. Learn how we’re raising the bar for safety and compliance in medical aesthetics.

2. ActiveCampaign

ActiveCampaign is known for advanced marketing automation. It excels at email and SMS workflows, segmentation, and personalized campaigns.

• Pros: Strong campaign automation and client engagement tools, and powerful segmentation and personalization.
• Cons: No medical record management or booking features, and HIPAA compliance requires workarounds or integrations.

Best For: Med spas prioritizing marketing campaigns and personalized communication, but willing to manage clinical workflows elsewhere. You can also amplify your marketing by pairing a CRM with smart acquisition tactics, like using Groupon for med spas.

3. Zenoti

Zenoti is an enterprise-level solution designed for large, multi-location spas. It offers advanced scheduling, centralized reporting, and strong analytics.

• Pros: Full enterprise reporting and automation at scale, and AI-powered scheduling and analytics.
• Cons: High costs and complex setup, and overly sophisticated for small practices.

Best For: Large, multi-site med spas that need robust data reporting and enterprise automation. See how Portrait compares with Zenoti on cost, compliance, and ease of use.

4. Mangomint

Mangomint is popular for its clean interface and ease of use. It streamlines scheduling, payments, and client messaging.

• Pros: User-friendly design and quick setup, and great for appointment management and client communication.
• Cons: Limited medical features (no EHR, no oversight tools), and basic automation compared to others.

Best For: Small to mid-sized spas that want an intuitive scheduling and payments platform.

5. HubSpot

HubSpot is widely used across industries. Its strengths include sales tools, lead tracking, and marketing analytics.

• Pros: Sophisticated lead management and analytics, plus comprehensive marketing features.
• Cons: Not healthcare specific; lacks HIPAA compliance natively, and requires third-party EHR and booking integrations.

Best For: Growth-focused med spas that want enterprise-level marketing, but are ready to layer on compliance and medical systems separately. 

6. Booker by Mindbody

Booker is well-known in the fitness and wellness space. It offers appointment management, staff scheduling, and payment integrations.

• Pros: Flexible booking and scheduling functionality, and strong integrations with wellness-focused tools.
• Cons: Not designed for medical compliance, and focused more on gyms/wellness centers than med spas.

Best For: Hybrid wellness businesses that combine spa services with fitness, and that don’t require deep healthcare compliance. For comparison, see Portrait vs. Mindbody to understand the difference in compliance and medical support.

7. GoHighLevel

GoHighLevel is geared toward marketing-driven operators and agencies. It offers website hosting, automation, and client reputation tools.

• Pros: Flexible all-in-one marketing platform, and includes website builder and review management.
• Cons: Not healthcare-specific, and requires customization for HIPAA compliance and clinic workflows.

Best For: Multi-service clinics that want marketing and digital engagement first, and are comfortable adding compliance layers separately. For those exploring growth strategies beyond digital, even simple direct mail campaigns can complement your CRM to drive bookings.

How to Choose the Right CRM for Your Clinic

The best CRM depends on your clinic’s size, compliance requirements, and growth goals. Smaller spas may favor ease of use and affordability, while larger operators need enterprise-level data and automation.

Keep in mind the hidden costs of piecemeal solutions. Integrations, compliance add-ons, and inefficiencies can chip away at profitability. For operators who want simplicity, profitability, and growth support without sacrificing clinical standards, Portrait Care remains the clear leader.

The CRM you choose will shape your client retention, compliance readiness, and long-term profitability. Many platforms offer partial solutions. However, Portrait Care delivers a free EHR, CRM, compliance oversight, and supplier savings of up to 60% in one platform.

Book an intro call with Portrait Care to see how 1,000+ clinics nationwide are running smarter, growing faster, and saving more, with software, services, and savings all in one place.