Booked Consultations (not just leads)

✔ You'll get a guaranteed number of booked consultations each month. If we don't meet the minimum, we'll keep working for free until we do. (It hasn't happened yet.)

Online Booking

✔ Place your booking widget on multiple pages of your website or your favorite social media channel. We provide the embed code — all you have to do is copy and paste!

✔ Fully-customizable settings – Configure your online booking settings to meet your unique needs. Predetermine which appointment types, procedures, and providers clients can view and schedule.

✔ Easy Appointment Manager – See all past and future appointments in one simple screen. Instantly confirm, reschedule, mark as complete (or no-show) appointments, all from one simple screen.

Easy Appointment Manager

✔ See all of your past and future appointments for all service lines in a single, easy-to-read interface.

✔ Quickly reschedule appointments, or mark them as “complete”, “canceled” or “no-show” – which can trigger additional notices to the sales staff to get the patient rebooked.

Instant Notification Of New Leads (via text and email)

✔ Never miss a new lead again!

✔ Boost sales! Instant notifications to your salesperson (or team) ensure that new leads receive immediate attention.

Automatic New Lead Call Connect

✔ Close more deals, and significantly reduce time spent chasing leads, by automatically connecting phone calls between new leads and your sales staff.

✔ New leads called within 5 minutes are 900% more likely to be reached!

✔ This is how you make sure it happens!

✔ When a new lead comes in, our automated system calls your salesperson and offers to call the lead’s phone number for them.

✔ If the salesperson presses a number on their phone to confirm, the system will then call the lead’s phone and automatically bridge the call with the salesperson.

Desktop & Mobile App Alerts

✔ Get instant alerts when you receive a message from a patient and respond instantly from your desktop or mobile phone via our custom mobile app.

Customizable Lead Management Database

✔ Collects and stores all of the details on each new lead that comes in.

✔ Includes a unified “conversations” tab where all communications with that lead are visible in a single timeline stream (calls, text, emails, etc.)

Campaign Success Reporting Dashboard

✔ Get a quick and easy high-level overview of your sales – broken down by campaign type, by product/service lines, and more.

✔ Easily see how many people are in each step of your sales pipeline/process.

✔ Quickly see the total dollar value of the sales made by product, service, etc. for any time period (this week, last month, last quarter, etc.).
Automated Appointment Confirmations and Reminders

✔ Reduce no-shows by sending automatic confirmations and reminders via email, text, and/or voicemail “drops” (send your pre-recorded voicemail straight to their voicemail).

Sales Tracking Pipeline

✔ Instantly see where every lead is currently in your sales process.

✔ Make it easy for your salespeople to track all of their leads and immediately know what steps are needed to move them forward in your sales process.

✔ Make it easy for your salespeople to track all of their leads and immediately know what steps are needed to move them forward in your sales process.

Sales Tracking Pipeline

✔ Add custom forms throughout your website that automatically capture each lead directly into your Lead Database.

✔ Use lead capture forms to automatically enter new leads into follow up campaigns (text, or email).

Inbound/Outbound Calling

✔ Send and receive calls via your custom phone numbers, even from the mobile app.

✔ Now your sales reps don’t have to make outbound sales calls from their personal cell phones.