Harbour Street DentalWebsite formjust now
Dr Anika Rao, Principal dentist. Single dental practice.
"Our site is ten years old and we can't update the hours ourselves."
CRM and pipeline
Every lead and client, in one record.
From the first enquiry to a signed client, nothing lives in someone's inbox.
How it works
An inbox for everything inboundWebsite enquiries, first opens of a proposal and client replies land in one inbox until someone deals with them. Enquiries that arrive another way, by phone or message, are logged there too.
A next action on every open leadToday lists what is due, overdue first, for the leads you own. A lead with no next action is the one that goes quiet.
Stages that mean somethingNew, contacted, qualified, proposal sent, negotiating, won and lost. Every change is recorded with who made it and when.
The agency in one viewOpen leads, pipeline value, booked monthly revenue, conversion and what needs you, across every client workspace.