Production CRM

Customer operations command center

Pipeline value$275.0k+18%
Booking rate41.7%+6.2%
Avg response8m 12s-31%
Show rate78.4%+4.9%
Pipeline

Lead to booked appointment

New leads$42.8k
Rivera Dental GroupLanding page
A. TorresScore 92
Austin Spine ClinicReferral
M. CruzScore 81
Qualified$68.4k
North Loop PediatricsForm
J. PatelScore 88
Centro Medico LunaWhatsApp
A. TorresScore 73
Booked$39.1k
BrightCare OrthoCampaign
M. CruzScore 95
Vista Women HealthGoogle Ads
J. PatelScore 78
Won$124.7k
SolucionesParaDoctores PilotInternal
OpsScore 99
Automation

Workflow engine

Lead to appointment routing384 runs
Live
No-show reactivation0 runs
Draft
Review request after visit129 runs
Live
Webhook to revenue ops22 runs
Paused
Scheduling

Bookings today

09:30ConsultationDr. Reyes
11:00Follow-upDr. Kim
13:15New patientDr. Luna
15:45ReactivationDr. Patel
Forms and pages

Capture assets

Implant consultation page42 submissions this week
Healthcare intake formPHI-tagged fields restricted
Referral source surveyConnected to attribution report
Compliance

Regulated field controls

PHI export maskEnabled
Support impersonationAudit required
API field policyRestricted
Operations

Priority tasks

  • Approve PHI export request for pilot tenant
  • Map CSV import fields for SolucionesParaDoctores
  • Review HighLevel migration template
  • Confirm Twilio healthcare messaging boundary