Apr 27, 2026
Leads & pipeline: real stages, full history, conversion — plus webhooks that land beside reception
Demand is too valuable to live in personal inboxes. Model the funnel your clinic actually runs, record every stage change, convert qualified leads into patients without duplicate charts, and let landing pages post inbound events into the same system your front desk uses to book.
What you are buying
In plain terms: leads are first-class rows with explicit stages and auditable history — not ad-hoc tags in a spreadsheet. Marketing forms and partner systems can post structured opportunities via inbound webhooks so reception books from data they trust, not screenshots forwarded on WhatsApp.
Why generic CRMs frustrate clinics
- Stages say “Qualified” but nobody agrees what that means at the front desk.
- Web leads sit in marketing software while scheduling lives elsewhere — double entry and dropped handoffs.
- Managers cannot coach because history is invisible or exported late.
What “good” looks like in Beyond Clinic
Pipeline stages you define
Model consult booked, deposit taken, treatment plan sent — language that matches how your clinic qualifies demand.
Lead history
Every stage change leaves a trail so managers review facts, not anecdotes.
Conversion with guardrails
Convert qualified leads into patients and appointments with rules that reduce duplicate charts.
Inbound webhooks
HTTP endpoints accept partner and landing-page events with the same API discipline as tenant V1 — validation and auth are not afterthoughts.
Permissions & integration
| Action | Typical permission |
|---|---|
| Read pipeline | leads.view |
| Create or update | leads.create, leads.update |
| Convert to patient | leads.convert (paired with patient-create rules) |
From landing page to booked consult
Central marketing captures public waitlist interest; tenant leads capture pipeline stages and conversion inside the workspace. Inbound webhooks let partner sites and landing forms post structured payloads so reception books from facts — service intent, branch, campaign source — instead of screenshots forwarded on chat apps.
Growth tip: rename stages with the exact words reception uses on calls — alignment beats a “perfect” funnel diagram nobody follows.
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