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Lead & Referral Management

Allocate enquiries, leads, and referrals to clinicians for instant communication, boosting efficiency and conversion.

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Encrypted Instant Chat

Communicate seamlessly through our secure desktop or mobile portal with instant collaboration across your clinic.

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Virtual Patient Concierge

Engage visitors, answer questions, and capture new patient leads 24/7 — powered by AI and tailored to your practice.

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Treatment Plan Tracking

Gain complete visibility into every patient’s journey. Track, manage, and convert plans with clarity and consistency.

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Team Accountability

Stay on top of your practice’s needs. Assign tasks and track completion in real time across all departments.

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Mobile App

Access your clinic tools on the go — manage communication, scheduling, and updates from anywhere.

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Lead & Referral Management

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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.