The front desk is busy
Enquiries that come in during a rush are written on a pad or left in a voicemail, and some never get a call back.
Lead management for dental practices and clinics
New-patient enquiries come through the website, the phone and insurance directories while the front desk is checking people in. Pipeline One App keeps every enquiry in one list, across every location, with a next step and a date.
For dental groups, physiotherapy, chiropractic, dermatology and other practices that take new-patient enquiries.
What usually goes wrong
Several locations, one list
A group with six sites needs to see enquiries per location and in total, without six spreadsheets.
Insurance questions stall things
A patient asks "do you take my plan?", nobody answers for two days, and they book elsewhere.
A typical pipeline
The same five stages as every Pipeline One App board, with what each one means for your work.
- New
The enquiry is in
- Contacted
Called back, questions answered
- Qualified
Appointment booked
- Proposal
Treatment plan or estimate sent
- Won
First visit attended
Where leads come from
- Website form
- Phone
- Insurance directory
- Referral
- Google Business
Tag each lead with its source and the reports show which ones turn into work.
What a lead looks like
Harbor Dental GroupPriya ShahSix locations. Wants one inbox for new-patient enquiries.$8,400
Also built for
See it with your own leads in mind
Book a walkthrough. We will show you the inbox, the board and the reports, live.