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Keystone Spa OS

SOLUTION

Lead Capture and Communications

Make sure every inquiry is captured and acknowledged. Forms, chat, and a dedicated business text line keep new and returning conversations in one place, with follow-up that runs on its own.

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What this helps organize

The capabilities in this area

  • Missed call text back

    When a call goes unanswered, the contact receives an automatic text so the conversation continues instead of stalling.

  • Custom schedule-a-consult form

    A tailored form on your website collects the details you need to start a consult conversation.

  • Contact form and website chat widget

    Standard contact and live chat capture inquiries from your site into the same inbox.

  • New-lead text and email automations

    New leads receive an immediate text and email so nothing waits for a manual first reply.

  • Dedicated A2P-compliant business text line

    A compliant business texting number keeps personal and practice messages separate.

  • Email and text automations

    Automated text and email messages keep follow-up moving from the same workspace.

How it flows

A simple operational flow

  1. 01

    An inquiry arrives

    A call, form submission, or chat message comes in from your website or business line.

  2. 02

    It's captured and acknowledged

    The contact is logged and receives an automatic text and email so they know you've got it.

  3. 03

    Follow-up moves on its own

    Automations keep the conversation going while your team focuses on the work.

Available by plan

Which plans include this

Missed call text back, consult and contact forms, chat widget, lead automations, the A2P-compliant text line, and email/text automations are included in every plan. Cornerstone and Keystone add unlimited website lead forms. Keystone adds WhatsApp messaging.

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Keep exploring

Adjacent solutions

CRM and Operations

See every contact and conversation in one organized view. Pipelines, reporting, and task management give your team clarity on what's in progress and what needs attention, without spreadsheets scattered across tools.

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Booking and Client Care

Let clients request and confirm appointments online, then keep care organized with follow-up, recall, consent documents, and surveys. Receiving an inquiry stays separate from confirming a visit; each has its own step.

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