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Features

Everything your front desk
touches, in one place.

This page lists what you can use the day you sign up. Anything still in progress is marked as such at the bottom, not hidden in the middle of a feature list.

Leads and pipeline

Turn inquiries into booked consultations

Every new inquiry lands in one list your team can search, filter, and work through without guessing who owns what.

  • Searchable, filterable lead list with pagination and multi-select actions
  • Kanban pipeline across sales stages you name, colour, and reorder yourself
  • Duplicate detection when adding a lead, so the same person is not worked twice
  • Owner assignment, status changes, contacted flags, and free-form notes
  • Convert a lead to a patient record without re-entering their details
  • Per-lead task list with due dates, plus an overdue queue on the dashboard
Patients and appointments

Keep the schedule and the record in sync

Patient records carry their own history, and booking happens against the staff and hours you actually operate.

  • Patient records with similar-record detection to keep the list clean
  • Appointment types with configured values, plus your dentists, hygienists, and assistants
  • Conflict checking against clinical staff and location hours when booking
  • Week-at-a-glance schedule and a today view on the dashboard
  • Automatic confirmation email at booking and a reminder 24 hours before
  • Appointment and communication history on every patient record
Communication

Reach people without risking your consent obligations

Email and SMS run through templates your administrator controls, and consent is checked again the moment a message is dispatched.

  • Send email or SMS to a single lead, or to a group you select from the list
  • Versioned email and SMS templates with merge fields, preview, and duplication
  • Marketing emails require an unsubscribe link before they can be saved
  • Inbound STOP, UNSUBSCRIBE, and START keywords update consent automatically
  • Suppression is re-checked at send time, so blocked recipients are never contacted
  • Quiet hours per location for automated and reminder messages
  • A public preference page where recipients manage their own email consent
Team, locations, and setup

Configure the clinic once, then get out of the way

A guided onboarding walks a new clinic from organization details to a working schedule, and settings stay editable afterwards.

  • Guided onboarding: organization, first location and hours, clinical staff
  • Multiple locations with their own address, phone, hours, timezone, and quiet hours
  • Invite teammates as clinic admin, location admin, or receptionist
  • Scope a teammate's access to the locations they work at
  • Organization branding: logo, reply-to address, and mailing address on outgoing email
  • Custom lead stages and appointment types that match how your clinic talks
Billing

Self-serve subscriptions, no sales call required

Start on the free plan, upgrade when the clinic outgrows it, and manage everything from inside the app.

  • Stripe Checkout for upgrades, and the Stripe billing portal for cards and invoices
  • Plan changes take effect immediately, prorated by Stripe
  • Live usage meters for email and SMS against your monthly allowance
  • Clear limits on locations and team members, enforced before you hit a surprise
On the way

What we are building
next, said plainly.

These are running inside the platform today but do not have a screen you can use yet. We would rather tell you that up front than sell you a demo.

Call intelligence

Missed, after-hours, and voicemail calls are already captured and classified, transcribed in Canada, and summarised into draft callback tasks that a human approves. The review workspace is the piece we are still finishing.

Reporting dashboards

Conversion, response time, lead source, and call outcome figures are already aggregated behind the scenes. We are building the dashboards that put them in front of you.

Automation rules

The scheduling engine that respects quiet hours and reacts to events like a missed call is running today. Next up is the screen where you write the rules yourself.

Data exports

Export filtered leads and customers to CSV from Growth and Enterprise plans — right from the list pages.

Get started

See it with your own clinic.

The free plan gives you one location and the full CRM, so you can try this against real work before paying anything.