Quote follow up for clinics and practices.

Treatment plans followed up instead of quietly lapsing.

A clinic front desk is interrupted constantly: the phone, the person standing at the counter, and the inbox, all at once. New patient enquiries compete with existing patients rescheduling, and the new ones are the easiest to lose because nobody is chasing them. Follow up is a memory problem, not a sales problem. It gets done when things are slow and forgotten when things are busy, which is precisely backwards, because a busy month is when the pipeline for next month is being lost.

What it covers for
dental, physio, veterinary and allied health practices

Software that follows up every quote you send, so the ones that go quiet get chased without anybody having to remember.

  • Every quote followed up on a schedule
  • Follow ups that reference the actual job
  • Stops the moment the customer replies
  • Flags the ones that are genuinely gone
  • Nothing depends on anybody remembering
  • Outcomes recorded so you know your win rate

Built around how dental, physio, veterinary and allied health practices work

Quotes are the most expensive thing most businesses produce and the least consistently followed up. The work is already done, the price is already out, and then nobody wants to be the one who chases it.

  • New patient enquiries answered during clinic hours
  • Bookings taken without interrupting the front desk
  • Reschedules and cancellations handled automatically
  • Urgent cases recognised and escalated

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

Questions dental, physio, veterinary and allied health practices ask

Will it annoy customers?

It follows up on a schedule you set, it references the actual job so it does not read as spam, and it stops immediately on a reply or a request to stop.

Does it work with how we already send quotes?

Usually yes. We build to the system you already use rather than asking you to move your quoting somewhere new.

How is patient information handled?

Carefully, and it is designed around that from the start rather than added later. What is collected, where it is stored and who can see it are decisions we make with you before anything is built.

Can it book into our practice management system?

That depends on the system, and it is the first thing we check rather than promise. Where a direct booking is not possible we build to the closest reliable alternative.

Will it give clinical advice?

No, and it is built not to. It handles booking, triage against your own criteria, and the administrative questions, then hands anything clinical to your team.

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