Tier 2 — Convert

Feb 28, 2026 · CRM Pipeline & Follow-Up Automation

🦷
Demo Dental Clinic
Dental
General Dentistry & Implant Specialists · Sample Data
Dental
Convert — Automation
$156K
Treatment Plans in Pipeline
↑ +12% MTD
72%
Treatment Acceptance Rate
↑ +4pp vs last month
$18,400
Reactivation Revenue
↑ MTD
$3,200
No-Show Cost Impact
↓ -$800 vs last week
PIPELINE
New Inquiry 3
Ana V.
Google · 1:08 PM
$2,100
Carlos P.
Instagram · 9:02 AM
$1,800
Luis F.
Referral · 3:20 PM
$2,800
Consultation Booked 4
Maria G.
Google · Mar 2
$2,400
Fernanda A.
WhatsApp · Mar 3
$3,400
Tomás R.
Google · Mar 4
$1,900
Pilar M.
Referral · Mar 5
$4,200
Treatment Proposed 3
Sofia R.
Referral · Proposed
$3,200
Eduardo L.
Google · Full implants
$6,800
Claudia B.
Instagram · Ortho
$2,900
Accepted 2
Diego M.
WhatsApp · Signed
$5,600
Valeria C.
Referral · Deposit paid
$4,100
AUTOMATIONS Running
WhatsApp Inquiry Response
Auto-respond within 60 seconds of new web inquiry
Consultation Reminder
WhatsApp reminder sent 24h before appointment
Post-Treatment Follow-Up
Follow up 3 days post-procedure via WhatsApp
No-Show Recovery
Auto-reschedule with WhatsApp incentive message
Follow-Up Timeline
WhatsApp sent — Ana V.
New inquiry follow-up · 10 min ago
Appointment confirmed — Pilar M.
Mar 5 · 2:30 PM · 1h ago
No-show recovery — Diego M.
Recovery sequence started · 2h ago
Reactivation reply — Valeria C.
60-day lapsed patient · 3h ago
Upgrade to Scale — Unlock multi-location dashboards, 8-week revenue trends, Stripe/Calendar/CRM integrations, and the Workforce ops layer.
Upgrade to Scale