CRM & Automation

Every inquiry followed up.
More of them booked.

For clinics and service businesses. Every call, form and message replied to fast, followed up until they’re ready, and reminded until they walk in. Set up and run for you, every month.

Where they slip

A missed call is a customer who called someone else.

Most weeks bring plenty in, and lose a few without anyone noticing.

Missed calls
  1. 1

    Missed calls

    It rings while you’re with a customer, and they don’t wait for the call back.

  2. 2

    Forms that wait

    A form comes in at lunchtime and isn’t answered until the evening, or the morning after.

  3. 3

    Late messages

    An Instagram message seen days later, when they’ve long since booked somewhere else.

  4. 4

    Buried email

    The question from someone ready to book, sitting under everything else in the inbox.

Each one was a first visit, and everything after it. Already paid for, by the ads, the site and the reviews.

The first reply

Whoever replies first usually gets the booking.

She asked three practices the same question. Yours answers first, wherever she asked.

  • CallsA missed call gets a text back in seconds.
  • Forms and chatAnswered straight away, with a question back.
  • MessagesAnswered where they were sent, all in one place.
Leads that go cold

A CRM on its own doesn’t book anyone.

Bought on its own, it sits there unused.

  • Writing every message
  • Chasing the quiet ones
  • Remembering to follow up
  • Checking who didn’t show
  • Setting it all up
A receptionist serving a customer at a bright front desk

Off your list, every one. Written, sent and chased for you.

After booking

Booked isn’t the goal. Walked in is.

Same Thursday, same bookings. The difference is what happens the day before.

No-shows

Left to chance

Booked weeks ago, and nobody checks in before the day.

  • Reminded before the visit
  • Confirmed, or moved, in one reply
  • Asked back after a no-show

Looked after

Every visit reminded, so the day you planned is the day you get.

  • Reminded before the visit
  • Confirmed, or moved, in one reply
  • Asked back after a no-show

Long decisions

“I’ll think about it” isn’t a no.

Kept in touch for weeks, until they book or say no.

Consultations that go quiet

01

Consultation

They leave undecided, and the days go by.

02

Quote

The quote goes out, it gets opened, and then it’s silent.

03

Treatment plan

A bigger decision takes its time, and nobody asks how it’s going.

Brought back

Your next booking may already be on your list.

The people who already know you, asked back by text or email before they drift elsewhere.

  • Check-ups and recalls, when they’re due
  • Old inquiries that never booked
  • Referrals, asked after a good visit
Past customers who don’t come back

By industry

We know where inquiries slip in your kind of business.

The same follow-up, built around the moment that matters in each.

  • Dental

    Calls missed chairside, and treatment plans nobody followed up.

  • Audiology

    Older callers who reach voicemail and don’t leave a message.

  • Ophthalmology

    Screened, interested, and still deciding a month later.

  • Med Spas

    Questions about price, sent by message and left waiting.

  • Home Care

    A family ringing several agencies after a fall, hoping one picks up.

  • Family Law

    A message sent late at night, by someone who can’t say much yet.

The foundation

Stop losing leads before you buy more.

Whatever brings a lead in, it lands on the follow-up. So that comes first, and the rest builds on it.

Every lead caught, however it arrives.

Calls, forms, chat and messages, each one answered, booked or brought back.

Working with us

What it’s worth, every month.

Every month, one page tells you , and , and one call walks you through it.

Measured from day one: against your own numbers, not a guess.Live in the first month: replies and reminders on, then tuned to what books.

What owners say about the process.

Questions owners ask about follow-up.

What does a CRM do for a small business?

It keeps every inquiry in one place, whether it came by phone, form, text or message, and shows where each one stands: new, replied, booked or gone quiet. With follow-up built in, nobody has to remember who to chase.

What is missed-call text-back?

When a call isn’t answered, the caller gets a text from your business within seconds, asking how you can help. People who won’t leave a voicemail often reply to a text, so a call that would have gone to the next business becomes a conversation.

How do I keep track of leads from calls, forms and messages?

Bring them into one inbox and one list, instead of a phone, an email account and a notepad. Each lead gets a stage and a next step, so you can see at a glance who’s waiting and who’s booked.

Do I need a CRM if I already have booking software?

Usually, yes. Booking software holds the people who’ve booked; a CRM holds everyone before and after: the inquiry, the follow-up, the reminder, the review request, the visit due next year. The two work best connected.

Is a free CRM enough for a small business?

For keeping a list of contacts, often yes. What a free CRM won’t do on its own is reply the moment someone asks, chase the ones who go quiet or remind people before their visit; those have to be written, switched on and kept running. Without that, most end up as a list nobody updates.