Capture leads from every source — Facebook, Google, Instagram, your website — and track them through a fully customizable pipeline. Assign leads to reps automatically with round-robin distribution, score them with built-in AI that analyzes 60+ behavioral signals, and drag deals across stages on a visual Kanban board. Every call, text, email, and note is logged to the lead’s timeline so your team never asks “where did this lead come from?” again. When a lead is ready, convert them to a deal with line items, discounts, coupon rules, and a deposit workflow — all without leaving the platform.

A complete electronic health record built for cosmetic practices. Store demographics, medical history, allergies, medications, before-and-after photos, and clinical notes — all in one chart. E-prescribing is fully integrated with support for controlled substances (EPCS), pharmacy lookup, allergy checks, and medication history requests. Build custom intake forms with text, date, signature, photo, and dropdown fields, then push answers directly into the patient record. Order labs, track results, and manage appointments with statuses from scheduling through check-out — every action timestamped and audit-trailed for compliance.

Stop toggling between tabs. Every conversation — phone calls, texts, emails, WhatsApp messages, and Instagram DMs — lives in a single, threaded inbox tied to the patient or lead record. Make and receive calls with built-in VoIP, complete with call recording, voicemail detection, and AI transcription. Send SMS and MMS from your practice’s number, reply to Instagram DMs, and manage WhatsApp conversations with approved message templates. Every interaction is automatically logged to the contact timeline, so any team member can pick up where the last one left off.