Lead & Referral Management
Allocate enquiries, leads, and referrals to clinicians for instant communication, boosting efficiency and conversion.
Learn moreEncrypted Instant Chat
Communicate seamlessly through our secure desktop or mobile portal with instant collaboration across your clinic.
Learn MoreVirtual Patient Concierge
Engage visitors, answer questions, and capture new patient leads 24/7 — powered by AI and tailored to your practice.
Learn MoreTreatment Plan Tracking
Gain complete visibility into every patient’s journey. Track, manage, and convert plans with clarity and consistency.
Learn MoreTeam Accountability
Stay on top of your practice’s needs. Assign tasks and track completion in real time across all departments.
Learn MoreMobile App
Access your clinic tools on the go — manage communication, scheduling, and updates from anywhere.
Learn MoreLead & Referral Management


Lead & Referral Allocation
Assign leads & referrals efficiently to your clinical team. Gain clinical input instantly to ensure efficient and organised scheduling.
Lead & Referral Workflow
Your team can easily follow the lead & referral workflows to ensure all potential patients are tracked and followed up.
Automated Patient Nurturing
Our automation promptly acknowledges patient enquiries and delivers relevant, informative emails until your team follows up.
Marketing Integrations
Seemlessly conntect your marketing lead channels such as Facebook Ads, Instagram, Google Ads and Website forms to Clin-Sync.
In-depth Analytics
Our analytics provide quick, concise reports on lead quality, top-performing marketing channels, and conversion rates.
Mobile App
Clinicians can see all leads and referrals that are allocated to them on their dedicated desktop portal or mobile app
Enquiry, lead & referral allocation
Allocate enquiries, leads & referrals to one or multiple clinicians in your team. Clinicians can give their input if needed in real time in ensuring that patient appointments are accurately booked and that treatments and supplies are well-organised, preventing anything from slipping through the cracks.
Automated Patient Nurturing
Prospective patients receive automated custom built HTML emails acknowledging their enquiries and providing relevant information about the specific treatment enquiry.
Marketing Integrations
Seemlessly conntect your marketing lead channels such as Facebook Ads, Instagram, Google Ads and Website forms to Clin-Sync.
Mobile App
Clinicians can see all enquiries and referrals that are allocated to them on their dedicated desktop portal or mobile app. Your clinicians can then assess the cases remotely if necessary and make necessary arrangements with the practice team to facilitate a smooth patient experience and workflow..
Allocate enquiries, leads, and referrals to one or multiple clinicians. Clinicians can collaborate in real time so appointments are booked accurately and treatments and supplies are organised—preventing anything from slipping through the cracks.
Prospective patients receive automated, custom-built HTML emails acknowledging their enquiries and providing tailored information about the specific treatment.
Seamlessly connect your marketing lead sources—Facebook Ads, Instagram, Google Ads, and website forms—to Clin-Sync for consistent tracking and faster follow-up.
Clinicians can see all allocated enquiries and referrals on their desktop portal or mobile app, assess cases remotely if needed, and coordinate with the practice team for a smooth patient experience and workflow.