Lead pipeline
Stop losing potential patients
Every website inquiry, walk-in question, and phone call lands in one pipeline. Your front desk moves prospects from first contact to booked consultation without sticky notes or spreadsheets.
Clinic-native CRM
Pipeline stages that match how patients actually move through your clinic
Generic sales tools force healthcare teams into deal sizes and forecasts that do not map to consults. Beyond Clinic keeps stages, owners, and tasks tied to patient records when leads convert.
Source capture
Web forms, phone inquiries, and walk-ins normalize into one board with SLA-friendly reminders.
Stage discipline
Owners define what “Qualified” or “Booked” means so reporting is comparable week over week.
Conversion handoff
Winning a stage can spawn the patient profile and appointment without retyping demographics.
Stages
Unlimited custom columns tuned to your intake vocabulary
Attribution
Lead source tags roll into analytics automatically
Tasks
Follow-ups stay assigned until someone closes the loop
Workspace preview
Illustrative UI snapshot
Layout and labels are representative — your live workspace reflects your package, roles, and configuration.
Illustrative pipeline — counts are placeholders.
Workspace
Lead and inquiry management
Hot leads needing action
Nguyen, L. · Website consult
Stage: Qualified · Owner: Front desk
Rivera, M. · Instagram DM
Stage: Contacted · SLA in 4h
Corporate wellness RFP
Stage: Proposal · Next task: pricing review
Qualified → booked (sample)
62%
Lead and inquiry management
- Unified pipeline for all inquiry sources
- Customizable stages (New, Contacted, Booked, Treated)
- Conversion tracking and follow-up reminders
- Link leads directly to patient records
Get started
Schedules, charts, and pipeline — in one workspace.
Join the waitlist to be contacted when a trial seat opens for your clinic type and region. Prefer a human conversation first? Talk to our team.