Capture, route and convert every enquiry — automatically
A CRM pipeline that assigns, scores and nurtures leads on its own, so none of them wait on someone to notice.
Quick answer
Can it capture Google and Meta ad leads?
Yes — Google lead-form ads connect via a per-clinic webhook, and Meta lead ads can be routed in too, so ad enquiries land directly in your leads. You can also connect any outside tool through a Zapier integration.
The problem
Enquiries arrive from your website, Google and Meta ads, hosted forms and phone calls — and get lost in WhatsApp, notebooks and spreadsheets. Nobody claims them, hot leads sit next to cold ones with no way to tell them apart, and stalled enquiries go quiet with nobody the wiser.
How it works
Capture from everywhere
Lead forms on your profile/website, hosted capture forms, Google and Meta lead-ads webhooks, and missed-call tracking all land in one pipeline — duplicate submissions from the same phone number fold into the existing lead instead of splitting your history.
Route to the right person automatically
Rules assign a new lead the instant it arrives — by source, by which clinic it came in for, by which doctor's own public profile captured it, or by which hosted form was used. No matching rule falls back to round-robin across your front-line staff, weighted by who currently has the least open leads.
Know which leads matter most
Every lead gets a 0–100 score the moment it's captured — booked slot, existing-patient link, referral source, and how well that channel has historically converted for your clinic. Sort your pipeline by score and work the hottest leads first.
Nurture on autopilot
Automated drip sequences step a lead through staff reminders and outreach over days without anyone remembering to follow up — and a stalled lead with zero activity for 48+ hours escalates automatically so it never quietly dies.
Work it your way
Switch between a list view and a drag-and-drop Kanban board of your pipeline stages. Call, WhatsApp or SMS a lead in one tap — every touch is logged automatically.
Convert in a click
Turn a qualified lead into a patient (with duplicate-patient protection), prefilling clinic, doctor, date and appointment type from what the lead already told you.
See what's actually working
Conversion rate by source, a rep leaderboard, and average time-to-first-contact tell you which channels and which follow-up habits are actually turning enquiries into patients.
Why it’s different
A homeopathy-specific CRM that doesn't just log enquiries — it decides who owns each one, how urgent it is, and when to nudge, automatically, built into the same platform that runs the clinic and gets you found.
Frequently asked questions
Can it capture Google and Meta ad leads?
Yes — Google lead-form ads connect via a per-clinic webhook, and Meta lead ads can be routed in too, so ad enquiries land directly in your leads. You can also connect any outside tool through a Zapier integration.
How does lead routing decide who gets a new lead?
You set rules by source, clinic, the doctor whose public profile captured it, or which hosted form was used — first matching rule wins. Anything that doesn't match a rule falls back to round-robin among your front-line staff, weighted by current open-lead load, if you've turned that on.
What is lead scoring based on?
A 0–100 score computed the moment a lead is captured, from signals like a booked appointment slot, an existing-patient match, being a referral, and how well that lead source has historically converted for your clinic.
What happens if a lead sits untouched?
Automated drip sequences can nudge staff at set intervals, and any lead with zero activity for 48 hours to two weeks escalates as a manager alert automatically — nothing goes silently cold.
How do I follow up with leads?
One-tap call, WhatsApp and SMS, with activity logging and follow-up reminders, from either a list view or a drag-and-drop Kanban board.
Does it manage reviews?
Yes — collect patient reviews and sync your Google My Business reviews and posts.
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