CRM for clinics & local business

Six half-systems,
replaced by one.

The paper diary, the shared inbox, the spreadsheet nobody trusts and the sticky note on the monitor — all of it, in one record per person.

See the pipeline move

Open leads73▲ 12 this week

Admin saved11 hrsevery week

Bookings — last 10 weeks

Your team, one view

RK MD TA LB +6

Sites on one diary5Harrow → Kensington

Written to the record — this morning

VAI voice booked A. Whitfield 08:12
CAI chat qualified R. Kaur 08:41
ARecall sent to 14 patients 09:00

A lead moving through, hands-free

Watch the highlighted card travel the pipeline — that's what happens when the voice agent books someone while you're with a patient.

FunnelUX CRM — Pipeline

New enquiry 12

A. WhitfieldLaser · from AI voice

S. NadeemConsult · Crawley

P. OyelaranPeel · Farnham

Qualified 8

R. KaurInjectables · Kensington

Booked 19

M. DoyleConsult · Cambridge

T. AhmedFri 10:00 · Crawley

Treated 34

L. BennettFollow-up due

Measured, not guessed

The numbers a front desk actually argues about

100%

Enquiries loggedNothing lost to a shared inbox

82%

Leads contacted same dayUp from 34% on spreadsheets

64%

Recalls that rebookAutomatic, not remembered

41%

Fewer no-showsReminders fire on schedule

One row, one person

Where every call and message ends up

Voice, chat, booking and ads all write to the same place. This is what reception opens.

Patient	Source	Stage	Next action	Value
AW Aisha WhitfieldHarrow	AI voice · 22 Feb	Booked	Laser — Thu 14:30	£2,140
RK Rani KaurKensington	Instagram DM · 02:41	Qualified	Send payment plan	£680
MD Martin DoyleCambridge	Google Ads · 19 Feb	Booked	Consult — Fri 10:00	£0
LB Leah BennettFarnham	Referral · 2024	Recall due	Auto-recall 1 Mar	£3,410

Every row carries the full transcript, treatment history, consent status and the campaign that produced them.

Reports you'll actually open on a Monday

Not a 40-page export. The handful of numbers that tell you whether this week is working, and which of your five sites needs a phone call.

Revenue by site, clinician and treatment
Which campaign produced which patient
Leads with no next action — the leak list
Recalls due, sorted by lifetime value

£11,180Revenue attributed · 30 days

38Treatments booked

7Leads with no next action

HarrowTop site this week

"We finally organised every enquiry in one place. The team stopped asking 'who's dealing with this?' — it says right there on the record."

Solar Power UK Renewable energy · nationwide installs −11 hrs admin per week

Monday morning

The meeting where nobody
argues about the numbers.

One source of truth for every site, clinician and campaign — so the conversation is about what to do next, not whose spreadsheet is right.

11 hrsAdmin saved weekly

5Sites, one diary

100%Enquiries logged

Trusted by teams who answer to real customers

Client reviews

What clients say about the CRM

We finally organised every enquiry in one place. The team stopped asking 'who's dealing with this?'

Solar Power UKRenewable energy · nationwide

Five sites, one diary. I can see which clinic is quiet on Thursday without ringing round.

Shapins ClinicAesthetic & medical · 5 UK sites

Every booking traces back to the campaign that made it. We stopped guessing where to spend.

TrivelTravel & destinations

Bring your list. We'll show you your own pipeline.

We'll import a sample of your real data so you're not judging a demo full of made-up names.

Book a free demo See all services

Six half-systems,replaced by one.