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Consult Engine
ConvertLive

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
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Works with the rest of the platform.

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Patients book real, open slots straight into your PMS.

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Digital FormsLive

Send intake and consent forms before the visit.

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Ready to connect
the workflow?

Start with what is live, then add integrations and roadmap modules as they become ready.

Get startedSee pricing