Backend CRM

Lead command center

Capture forms, qualify demand, track stages, keep consent, and draft bulk nurture campaigns in one local system.

View funnel
1New
0Contacted
0Scheduled
0Treatment Presented
0Completed
0Won
0Lost
0Recall
0Reviews Queued
0Reviews Sent
0Reviews Needs consent

Add lead or previous patient

Pipeline

NameInterestStageContactConsentMessage
Sample Implant Lead6/22/2026 Implants
509-555-0140sample@example.com SMS Email Interested in replacing missing teeth and financing options.

Nurture campaigns

SMS · Draft

Unscheduled implant consults

Audience: Implants + New

Hi {{firstName}}, this is Heritage Dentistry. Want help comparing implant options and costs? Reply CONSULT and we will help you find the right next step.

Email · Draft

Overdue hygiene recall

Audience: Recall

You may be due for your next cleaning. We have openings this month and can help check your benefits.

Reputation management

Automatically request reviews after completed patient services, while respecting SMS/email consent.

Create review request

PatientChannelStatusScheduledSourceReview Link
Call Estimate Request