Leads and enquiries

Turn phone enquiries into booked visits.

Log every call, walk-in and message, follow up on the right day, and convert interested people into patients with their first appointment booked.

Leads list showing the service each lead asked about, follow-up dates and paid or existing patient tags.

Follow-ups

Follow up on the day you promised

Set a follow-up date and the lead shows up on that day's list, assigned to the person who should call.

  • Leads assigned to a team member.
  • Today's follow-ups on the dashboard.
  • A reason saved when a lead is lost.

Notification card: 3 follow-ups due today, Leads · Banjara Hills.

Convert

From lead to patient in one step

When they're ready, convert the lead into a patient and book their first appointment without typing anything twice.

  • Name and phone carried over.
  • First appointment booked straight away.
  • See which sources bring real patients.

Dialog for converting a lead into a patient, with a consent tick before booking.

Small things that win more patients

Lost reasons

Learn why people don't book.

Assigned owner

Each lead has someone responsible.

Interested service

Know what they want before you call.

Conversion tracking

See how many enquiries became patients.

Notes

Keep the conversation history with the lead.

Every branch

Leads can belong to any branch.

Leads questions

What is a lead in ClinicManagerPro?

Anyone who has enquired but not yet visited, from a phone call, walk-in or message.

Can I set follow-up reminders?

Yes. Set a follow-up date and the lead appears on that day's list.

Can a lead become a patient?

Yes. Convert the lead and book their first appointment in one step.

Stop losing enquiries in a notebook.

Start your 60-day free trial. No card needed.

Made in Hyderabad, for clinics across India.