Every enquiry, conversation and booking in one place.
No more leads in WhatsApp chats, spreadsheets and sticky notes. Your team opens one screen and sees who enquired, what was said and what happens next.
A simple pipeline your front desk will actually use
- ✓ Pipeline view from new enquiry to consultation to surgery
- ✓ Shared inbox with full conversation history
- ✓ Consultation calendar patients can book into
- ✓ Automatic follow-up sequences for enquiries that go quiet
- ✓ Monthly reports on leads, cost per lead and bookings
New enquiry
Via Meta ad, 9:12 PM
Via Google search
In conversation
AI replied, awaiting dates
Consult booked
Thursday, 11:00 AM
Friday, 4:30 PM
Follow-up
Reminder sent
Sample layout with made-up entries. Not client data.
Built around how your clinic works
Map
We set the pipeline stages to match your consultation and surgery flow.
Connect
Ads, forms, calendar and messages feed into the same place.
Train
We walk your team through the screens in one short session.
Report
You get plain monthly numbers on leads, cost and bookings.
What do we need to set up your CRM? Not much.
- ✓ The stages your patients move through today
- ✓ Who on your team should see which enquiries
- ✓ Your consultation availability
- ✓ Any forms or messages you already use
If you're not happy, you get your money back.
If you're not happy with our service in the first 30 days, we refund 100% of the service fees you paid us. Ad spend paid directly to Meta or Google is separate and isn't part of our fees. Read the full refund policy.
Want more consultations on your calendar?
Book a short call and we'll show you how a steady flow of patient leads can work for your practice.
Book a free strategy call