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Most clinics don't lose patients because of the care they give. They lose them in the gaps between the phone call, the booking and the follow-up.
SalesPeep is a flexible CRM that you set up around how your clinic already works. Here is what that looks like day to day.
New enquiries become records with a status, a source and an owner, so it's clear who is responsible for the call back. Round Robin assignment can share new enquiries fairly across your reception or coordination team.
Use the pipeline board to see where each patient is, from first contact through to first visit and beyond. Tasks attached to each record act as an intake checklist your team can tick off before the appointment.
Set follow-up and recall reminders so routine reviews happen on time. Email templates and multi-step email sequences handle the repeat messages, and a sequence stops as soon as the patient replies.
When enquiries, bookings and recalls all live in one place, your team spends less time chasing and more time with patients. Each person can see what's due today and what has already been done.
SalesPeep makes patient management simpler by giving your care team one shared place for appointments, follow-up, and coordination.
No. SalesPeep is not an electronic health record system and is not designed to hold clinical records. Check that it meets your local healthcare data rules before storing any clinical information. Many teams keep clinical notes in their EHR and use SalesPeep for coordination and communication.
SalesPeep helps you coordinate appointments, track where each patient is and log related meetings and follow-ups. It does not offer an online booking widget for patients, so most clinics keep their existing booking tool and use SalesPeep alongside it.
You can set reminders and follow-up tasks against each patient record with a due date. When the date arrives, the assigned staff member is prompted to get in touch, and the outcome is logged in the activity history.
Access is controlled by roles. You can use owner, admin and read-only roles or create custom roles, and an activity log records changes made to records. Sensitive contact fields like email and phone are encrypted.
Most of the setup is naming your statuses, stages and sources and inviting your team. How long it takes depends on how much you want to customise, and we're happy to help during a demo or your trial.
SalesPeep works with Gmail and Outlook, and there is a Gmail Chrome extension. If you have other needs, talk to us and we'll tell you honestly what is and isn't possible.
Yes, it can draft emails, summarise a record's history and answer questions about the data in your workspace. Staff should always review drafts before sending, especially anything patient-facing.
The trial lasts 14 days and gives you full access to SalesPeep. You don't need a credit card to start.
