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Lead management

From enquiry to attended patient, with the source on every booking.

Capture every enquiry from ads, WhatsApp and calls, reply in seconds, qualify it in your clinic's words, book it, remind it, and see which source paid for it.

Leads · boardSource: Instagram ads

New2

Maya R.Invisalign consultInstagram ads2m
Ali H.Implant enquiryGoogle2m

Booked2

Sara K.Thu 16:00 · Dr. SaraWebsite chatVocly AI
Omar S.Sat 11:30 · Dr. RamiInstagramVocly AI

+2 stagesContacted · Won

Source carried from first message to booking and attendance

  • Pipeline and CRM inside VoclyAI
  • Sync to HubSpot, Zoho and others, if you want it
  • Reporting per branch, per source and per service
The pipeline

One pipeline, six stages

Every lead moves through the same stages, whether it started as an Instagram comment or a missed call.

  1. New enquiry

    Captured from any channel with its source.

  2. Qualified

    Service, branch, insurance and timing confirmed.

  3. Booked

    Into your calendar, or a verified request for the desk.

  4. Reminded

    Confirmed by call or WhatsApp before the visit.

  5. Attended

    Marked when the patient arrives.

  6. Reactivate

    Recalled when due, or contacted again if they never booked.

Speed to lead

The first reply in seconds, on every channel

A lead that waits loses interest. The chat assistant agent answers the moment the enquiry arrives, asks your qualification questions in your clinic's words, and offers a slot.

Instagram DM · campaign: Hollywood smile
How much is a Hollywood smile and can I come this week?
Hello, I am the clinic's AI assistant. Pricing depends on the consultation. Is this for the full smile or a few teeth, and which branch is closer to you?

Vocly AI · 00:00:06

Full smile, Jumeirah
Dr. Rami has an open consultation slot on Wednesday at 17:00 in Jumeirah. Shall I book it?

Lead qualified · source captured

  • Qualification questions you write
  • Answers in Arabic or English
  • Source, campaign and service captured on the lead
Campaign replies and reactivation

Handle the campaign rush. Bring back the leads that went quiet.

Campaign replies
Campaign · Hollywood smile184 today
  • How much is a Hollywood smile?Replied 6s
  • Price for whitening plsReplied 4s
  • Can I come this Saturday?Replied 5s

Every comment and DM gets a reply

When an Instagram, TikTok or WhatsApp campaign goes live, hundreds of comments and DMs can arrive in a day. Each one gets a reply and a lead card with the source, so none are lost in the notifications.

Reactivation
Reactivation · WhatsApp

Hi Sara, the implant consult you asked about in May has an opening on Wednesday 17:00. Shall I book it?

Yes, Wednesday works

Booked · moved to Booked

Quiet leads, contacted again

Dormant patients and old leads are contacted again by phone or WhatsApp, with your current offer and an open slot. Replies land in the shared inbox; bookings move along the pipeline.

Hundreds of leads a day from campaigns, first replies in minutes or hours, no source on the booking.

Pipeline and reporting

Attribution the owner can read

Leads, bookings and attendance per branch, per source and per service. The owner sees which campaign filled the chair, not just which one got clicks.

Attribution · last 30 days · model data
Lead source attribution
SourceLeadsBooked
Instagram ads8231
WhatsApp click-to-chat6427
Google calls4022
Website chat3514
TikTok comments288

Sample data

CRM

Work inside VoclyAI, or sync to your CRM

Inside VoclyAI
Pipeline · Downtown

New 2

Maya R.InvisalignOmar S.Implant

Qualified 1

Huda A.Check-up

Booked 2

Sara K.Thu 16:00Ali M.Sat 11:30

Pipeline and CRM included

Contacts, leads, stages, tasks and notes live next to the conversations. No separate tool is needed to run the pipeline.

Optional sync
CRM sync · optional
VLeadStageOutcome HubSpot Zoho

HubSpot, Zoho and others

If your marketing team already works in a CRM, leads, stages and outcomes sync to it through its API and webhooks.

FAQ

About lead management

Do we need a separate CRM?

No. The pipeline and CRM run inside VoclyAI. If you already use HubSpot, Zoho or another CRM, leads and outcomes can sync to it.

Which lead sources can it capture?

Instagram and TikTok comments and DMs, WhatsApp click-to-chat, website chat and forms, email, and phone calls, including missed calls after hours.

How fast is the first reply?

Seconds, on every connected channel, day and night. The chat assistant agent asks your qualification questions and offers a slot or captures the request.

Can we see which campaign produced a booking?

Yes. The source is captured on each lead and carried through to booking and attendance, so reporting shows bookings per source, per service and per branch.

What about old leads that never booked?

The reactivation flow contacts them again by call or WhatsApp with your current offer and an open slot, and logs the outcome.
7 days · no IT disruption

Start with a 7-day pilot.

Seven nights on your after-hours line. No IT disruption, and an ROI audit at the end.

Period
7 days
Pilot
After-Hours
Covers
Nights, weekends, holidays
Ends with
ROI audit