Manage every lead, every patient, and every team member from one place.
Outcomes at a glance
Lead tracking
100%
Missed follow-ups
Zero
Setup time
3 days
Setup guaranteed — or full refund. No questions.
Before ConnectAI
Leads fall through the cracks
Nobody knows who followed up with which lead and when
Before ConnectAI
No record of past interactions
When a patient calls, there's no context on what was discussed last time
Before ConnectAI
No visibility on team performance
You don't know if your front desk is following up with leads effectively
Lead Pipeline
Kanban view — Opportunity → Lead → Account. Move leads through stages with one click.
Activity Logging
Every call, message, and visit logged automatically against the patient or lead.
Task Assignment
Assign follow-up tasks to staff with due dates and reminders.
Team Performance Dashboard
See who closed how many leads and what the conversion rate is.
Anaya Integration
Anaya logs all her conversations directly into the CRM — no manual entry.
Multi-Doctor Clinic
5+ doctors, a front desk team, and many leads to manage
Clinic Chain
Multiple branches, need centralised lead tracking
Growth-Focused Owner
Running active marketing and need to track lead quality
Demo
See the CRM live with your use case
Setup
Team accounts, pipeline stages, and integrations configured
Training
Staff trained on lead logging and follow-up workflows
Insights
First conversion analysis — where leads are dropping off
Yes. Anaya conversations are automatically logged. You can also manually log WhatsApp interactions.
Yes. Role-based access — each staff member sees only what they need.
Fully responsive web app works on any phone. Native mobile app coming soon.
Book a 15-minute demo and see exactly how ConnectAI works for your clinic.