Tailored Suite | Marketing Software for Health & Wellness

Everything in One Connected Platform

The Tools to Manage Your Entire Customer Journey

Tailored Suite connects lead capture, communication, booking, automation, reputation, reporting, and retention so your team can spend less time switching between systems and more time serving patients and clients.

Capture Every Inquiry

Follow Up Faster

Reduce Manual Work

See What Drives Growth

CRM and Lead ManagementKeep every contact, inquiry, and opportunity organized.

Centralized contact records
Custom fields and tags
Smart lists and segmentation
Lead scoring
Visual opportunity pipelines
Lead source tracking
Tasks and internal notes
Multi-location workflows

Unified CommunicationManage conversations without searching across separate inboxes.

Email and two-way SMS
Inbound and outbound calling
Unified conversation inbox
Website live chat
Social direct messages
Missed-call text back
Message templates and snippets
Team assignments and notifications

Appointments and SchedulingMake it easier to book while reducing routine scheduling work.

Online booking calendars
Multiple staff calendars
Calendar synchronization
Appointment confirmations
Email and text reminders
Rescheduling and cancellation links
Paid appointment options
Round-robin scheduling

Workflow AutomationAutomate follow-up and repetitive tasks across the client lifecycle.

Email and SMS nurture sequences
New inquiry follow-up
Appointment reminder workflows
Internal staff alerts
Task creation and assignment
Review request automation
Membership and renewal reminders
Reactivation campaigns

Analytics and ReportingConnect marketing activity to leads, bookings, and revenue.

Custom dashboards
Lead source reporting
Pipeline and opportunity reporting
Appointment tracking
Call tracking and recordings
Advertising performance
Campaign conversion reporting
User and location-level visibility

Reputation and RetentionTurn strong experiences into reviews, referrals, and repeat business.

Automated review requests
Review monitoring and responses
Website review widgets
Video review collection
Referral and affiliate tracking
Birthday and seasonal campaigns
Client re-engagement
Loyalty tools

Campaigns and Lead CaptureCreate the paths that turn attention into measurable action.

Email and SMS campaigns
Newsletters and broadcasts
Forms, surveys, and quizzes
Landing pages and funnels
Website chat widget
QR codes
Social media scheduling
Ad management tools

AI and Business ToolsAdd intelligent support and tools that help your business operate.

Conversation AI
Voice AI
Content and review AI
Mobile app access
Invoices and payment links
Estimates and proposals
Courses and memberships
Communities and client portals

Built to fit your business: Feature availability can vary by Tailored Suite plan. Calling, texting, email sending, AI tools, WhatsApp, payment processing, online listings, and HIPAA-related configuration may require usage fees, third-party accounts, or optional add-ons. We will recommend the right setup based on your workflows and privacy requirements.

Not Sure Which Features You Actually Need?

Get a personalized walkthrough focused on the tools that can improve your inquiry follow-up, scheduling, retention, reporting, and day-to-day operations.

Request a Tailored Suite Demo