Aligner Launch CRM
A patient-journey CRM for dental clinics growing aligner and implant cases. Every enquiry gets an owner, a next step and an honest record of what happened, from the first message to the consultation.
- One owner for every lead, with cover when someone is away
- A Today view: new leads awaiting a first call, callbacks, consultations and no-shows
- Four clear milestones: new lead, contacted, booked, attended
- Clinics kept separate, and a complete history on every lead
Roadmap
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First
The clinic pilot
Sign-in and roles, the Today view, the lead timeline, callbacks, booking, attendance and no-shows.
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Next
Reliable intake
Meta lead ads, Google lead forms and website forms, connected one at a time.
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Then
WhatsApp
Conversations on the clinic's own WhatsApp Business number, inside the lead's timeline.
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Then
Reminders and recovery
Reminders that respect quiet hours and follow appointment changes.
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Later
Reporting
By source and by coordinator, rolled up across clinics.
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Later
Ad spend and conversions
Ad spend brought in, and attended consultations sent back to the ad platforms.