Reminders
Set a reminder on the customer record with a date, time, owner and note; it appears on that person's dashboard when it falls due.
Stop switching between fragmented tools to capture enquiries, continue conversations, assign ownership and measure outcomes.
Book a demoConnect Meta Lead Ads forms with individual field mapping and send form-specific questions to the right CRM fields. Receive website enquiries through a secure webhook and recognise repeat enquiries by phone or email.
Customise pipeline stages, assign leads to team members and keep notes and reminders in the customer record. Review repeat enquiries alongside previous conversations.
Your team sees conversations alongside customer history. An automated welcome handles new enquiries, then the sales representative continues the conversation.
A lead record is more than an identity line. Upload images with captions and keep conversation history, quotes and outstanding balances in the same place. JPG, PNG, GIF and WebP are supported, up to 8 MB per file. Photos are not reachable by direct link; only authorised users see them.
Set a reminder on the card with a date, a time, an owner and a note. When it falls due it appears on that person’s dashboard, so no follow-up quietly disappears.
Entering a new country no longer means hiring someone who speaks it. Your agent writes in Turkish and the patient receives Italian; the patient writes Italian and the agent reads Turkish. The text that will reach the patient appears on screen before sending, so nobody sends a message they cannot read.
Translation is switched on per conversation. If the agent already speaks the patient's language it never activates; the system only suggests it when it notices a different language. Prices, graft counts, dates and times are preserved exactly, and the original text stays under every message.
Set a reminder on the customer record with a date, time, owner and note; it appears on that person's dashboard when it falls due.
Upload images with captions to the customer record. Up to 8 MB per file, never reachable by direct link.
Add the panel to your home screen and it opens like an app. Get a notification when a new lead is assigned to you.
Manage appointments and follow-up notes alongside the customer record.
Prepare quotes and connect paid and outstanding balances to the sales process.
Measure performance by source, stage, team and outcome.
Turn conversations and lead outcomes into management insight.
Control permissions so each company sees only its own workspace.
Protect enquiries during temporary API errors and retry automatically.