CRM

Keep Track of your Leads and Reviews with Ease...

Move your CRM out of a spreadsheet and into our polished CRM. A powerful tool to help you close more deals, gain more leads, and visualize relevant metrics.

All Your Leads Centralized in One Place

Beautifully visualize all your leads and how they move through the pipeline in the opportunities dashboard. Easily add notes, appointment times, and other relevant information.

Integrations With A Multitude of Applications

Easily integrate with thousands of apps to pull in leads from any source, ranging from your website forms to social media platforms to paid ads on Google.

Visualize Relevant Metrics on a Central Dashboard

Clearly and beautifully visualize metrics pulled in from multiple sources. See your web traffic, value of leads in your pipeline, a breakdown of leads by sources, and more.

Easily Switch Between Text and Email Communication

Switch between texting and emailing leads with the click of a button. View the entire chat history, both email and SMS, all in one chat window for a complete view of the conversation.

Keep Track of Who’s Contacted A Lead

See who on your team has engaged with the lead and avoid reaching out to the same person twice. Easily visualize all past communication with contacts at any stage of the customer journey.

Get a Complementary Textable Phone Number

Effortlessly communicate with leads and patients through the CRM with a two-way textable phone number, personalized to your area code.

The Power of the CRM in your Pocket (coming soon)

Keep track of your new leads and respond to them while on the go with our iOS/Android app. All the same functionality of the web app, accessible anywhere!

Get Started Today

Connect the Doc will help your practice establish a professional online presence, dominate search results, get more reviews and grow your practice by attracting more patients.