Leads & 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
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 their chosen treatment—helping your team stay engaged even when offline.
Seamlessly connect your marketing sources—Facebook Ads, Instagram, Google Ads, and website forms—to Clin-Sync for consistent lead tracking and instant follow-up notifications.
Clinicians can view and manage allocated enquiries and referrals directly from the mobile app—enabling collaboration, case assessment, and communication from anywhere.
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 MoreTask Management
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 MoreBespoke Referral Portal
A customised portal where partner practices can register and securely refer their patients to your clinic — effortlessly.
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