Bonalta CRM — the vertically-native CRM built to convert

About

We run the ads. We build the stack that closes them.

Bonalta helps high-consideration businesses — plastic surgery, dental, aesthetics, insurance, jewelry, and B2B sales — get qualified leads and convert them into revenue. Bonalta Campaigns is our managed Meta, Google, and TikTok service. The Bonalta suite — CRM, phone, AI, and payments — is for teams that want one system from first click to closed deal.

We started inside an agency running marketing and operations for clinics across South Florida. Every client needed the same two things: ads that actually book consults, and software that doesn't drop the ball after the lead comes in. Bonalta is both.

What we do

Two products. One operator mindset.

Bonalta Campaigns

Managed lead acquisition — strategy, creative, compliance, daily optimization, and ROAS reporting on Meta, Google, and TikTok. You own your ad accounts; we operate them.

How Campaigns works

The Bonalta suite

CRM, cloud phone, AI orchestration, and native payments in one bill. Every module writes to the same record — built for the channel each vertical actually converts on.

Explore the suite

Vertical-native

Templates, pipelines, and campaign playbooks co-designed with operators in each industry — not a generic CRM with a healthcare skin.

See verticals

Industries

Built for businesses where every lead is high stakes.

We specialize in consult-to-close funnels — not e-commerce or brand awareness. Campaign templates, compliance checks, and CRM pipelines are tuned for dental practices, plastic surgery, medical aesthetics, insurance brokerage, b2b sales, and jewelry.

Bonalta Campaigns

How a Campaigns engagement works

  1. 1

    Lead strategy call

    We review your market, current spend, and goals. Honest answer if Campaigns isn't the right fit yet.

  2. 2

    Launch in ~2 weeks

    Account access, compliant creative, audience setup, and pre-flight checks before spend goes live.

  3. 3

    Optimize & report

    Daily budget pacing, creative rotation, and weekly reports tied to booked consults and revenue — not vanity metrics.

Get a lead strategy call

Software suite

How a suite rollout works

  1. 1

    20-minute walkthrough

    We map your funnel and show the vertical template that matches. CRM, phone, AI, and payments configured together.

  2. 2

    One-week implementation

    Contact migration, number porting, phone tree setup, and AI playbook seeding — we handle the heavy lift.

  3. 3

    14-day pilot

    Your team runs Bonalta alongside your old stack. Cancel free in the first two weeks if it doesn't beat what you had.

Book a demo

Where we are

Built in Miami. Serving operators nationwide.

Bonalta is headquartered in Miami, Florida. We work with single-location practices, multi-provider groups, and sales teams across the U.S. Reach us at hello@bonalta.com or +1 (305) 859-4659.