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Consult EngineConvertLive
Every lead and call in one place
A tenant-scoped dashboard with visualizer, lead, appointment, and attributed revenue events.
Lead Engine & Dashboard
- CRM sync
- Follow-up automation
- ROI tracking
What it does.
CRM sync
Leads can flow to your connected CRM after the integration manifest is configured.
Follow-up automation
Treatment-aware tags and fields trigger workflows in your connected messaging system, with failed syncs kept visible.
ROI tracking
See actual linked events; ad spend and revenue appear only when integrations report them.
What you get.
- Nothing slips through the cracks
- A clear view of revenue won
More in Convert
Works with the rest of the platform.
Ready to connect
the workflow?
Start with what is live, then add integrations and roadmap modules as they become ready.