Clinic CRM, Smart Lead Management & Sales Automation
Capture leads from Facebook, Google, and TikTok ads in one panel, auto-assign to the right rep. Control your pipeline end-to-end from lead management to patient acquisition.
From Lost Ad Leads to Clinic Sales Automation
Common Problems
- Ad leads are scattered across platforms and hard to track
- Leads are distributed manually, response times grow, opportunities are lost
- No visibility into which lead is at which stage or who is following up
- Duplicate leads are created when the same person comes from different channels
- No way to measure which ad campaigns are actually driving conversions
- Conversion data can't be sent back to ad platforms, pixel optimization is impossible
- No one is notified when a new lead arrives — it gets noticed hours later
Estesoft Solutions
- All ad channels in one panel — Meta, Google, TikTok, WhatsApp, web forms
- Smart auto-assignment rules distribute leads to the right rep instantly
- Kanban pipeline visually tracks each lead's stage and owner
- Automatic phone-based duplicate detection and merging
- Detailed conversion reports by channel, campaign, and representative
- Conversion data is automatically sent back to Meta, strengthening ad optimization
- CRM managers receive instant email and push notifications when a new lead arrives
- Assigned reps get email and push notifications immediately, enabling instant follow-up
Accelerate Patient Acquisition with
From ad lead integration to sales pipeline management, control every step of your patient acquisition process with clinic CRM software.
Lead Management
Multi-Channel Lead Capture
Capture leads from Meta, Google, TikTok, web forms, and WhatsApp in one panel
Duplicate Detection
Automatic phone and email-based duplicate detection and merging
Lead Types & Sources
Automatically tag each lead's channel, campaign, and ad group
Excel Import / Export
Import your existing lead lists from Excel or export your reports
GDPR-Compliant Data Management
Consent management, data retention periods, and anonymization support
Lead Segmentation
Advanced filtering and segmentation by source, status, date, and custom fields
Sales Pipeline & Tracking
Kanban Pipeline
Visual pipeline management with drag-and-drop sales stages
Consultation & Follow-up
Consultation notes and follow-up plans throughout the lead-to-patient journey
Conversion History
View the complete interaction history of each lead chronologically
Dynamic Pool Management
Automatically return unresponsive leads to the pool and redistribute
Auto-Assignment & Distribution
Smart Assignment Rules
Define automatic lead assignment rules by source, service type, and location
Percentage-Based Distribution
Automatically distribute leads among representatives at defined ratios
Bulk Conversion
Convert selected leads to patients or different pipelines with a single click
Staff Group Assignment
Assign leads to groups instead of individuals; auto-distribute within the group
Language-Based Matching
Automatically route foreign-language leads to representatives who speak that language
Communication & Notifications
Lead Manager Instant Alert
CRM managers receive instant email and mobile push notifications when a new lead arrives
Rep Assignment Notification
When a lead is assigned, the rep gets email, push notification, and the lead's WhatsApp link automatically
Notification Settings Manager
Enable, disable, and customize notification channels and types on a per-branch basis
Ad Integrations
Meta Lead Ads
Leads from Facebook, Instagram and WhatsApp ad forms instantly land in your CRM
Google Ads
Google Ads conversion tracking and lead form integration
TikTok Lead Ads
Automatically capture leads from TikTok ad forms
UTM Tracking
Know exactly which campaign each lead came from with UTM parameters
Website Form Integration
Automatically record submissions from your website forms as leads
Reporting & Analytics
Conversion Rates
Track conversion rates by channel, campaign, and representative
Pipeline Analysis
See lead counts, wait times, and bottlenecks at each stage
Distribution Reports
Representative-based lead distribution, response times, and performance metrics
When a Lead Arrives: Auto-Assignment & Instant Notification
The entire flow runs automatically from lead arrival to rep notification. No lead goes unnoticed, no rep is late to follow up.
Lead auto-syncs to CRM
Duplicate check & segmentation
Assigned to rep via smart rules
Rep notified instantly
How It Works
- Leads from Meta, Google, TikTok and web forms are automatically synced to CRM
- Duplicate detection by phone number ensures the same person isn't recorded twice
- Smart assignment rules run based on source, service type, and language criteria
- Reps receive email and mobile notifications instantly when assigned a lead
- Each lead's pipeline stage, owner, and interaction history are tracked visually
- Leads are automatically segmented by source, campaign, and service type for easy filtering
Multi-layered notification chain ensures no lead ever goes unnoticed
Ad Lead Integrations
Ad form leads instantly land in your CRM
Instant Sync
Ad form leads are captured automatically
Auto Capture
Conversion tracking and campaign ROI measurement
Conversion Tracking
TikTok
Ad form leads are captured automatically
Auto Capture
Incoming leads are recorded automatically
Integrated MessagingStart Transforming Your Healthcare Practice Today
An AI-powered platform for healthcare providers of all sizes — secure, GDPR-compliant, and ready to scale with your practice.