CRM & marketing
Conversations, pipelines,
and campaigns.
Capture leads from your site and ads, reply in one inbox, and run campaigns and recalls straight from the patient record.
Two-way SMSPipelinesAutomations
What it does
Every inquiry, accounted for.
- Two-way SMS & email inbox
- Lead capture & pipelines
- Campaigns and automations
- Call queue & reminders
ReplacesReplaces a separate CRM, a shared email inbox, and a bulk-SMS tool.
Conversations · 12 open
Web leadBotox inquiry2m agoNew
RecallFiller 6mo dueTodaySent
ReactivationLapsed memberQueuedAuto
How it works
From inquiry to retained patient.
Capture every inquiry
Web and ad leads land in a pipeline, not a shared inbox nobody owns.
Reply in one place
Two-way SMS and email tie every conversation to the patient record.
Bring patients back
Recalls, reactivation, and campaigns run automatically.
The outcome
What changes when it connects.
Every feature writes to the same patient record — so crm & marketing works with charting, payments, and the rest without re-entry.
One inbox
SMS & email
Pipeline
Every lead owned
100%
Conversations on the record
Related features
Connected to the rest of the record.
See crm & marketing on your practice.
A 30-minute walkthrough, mapped to how your practice runs.