6
access levels
2
playbook triggers
Auto
WhatsApp lead capture
Overview
Track every clinic inquiry from first touch to booked appointment on customizable kanban pipelines. Playbooks auto-create follow-up tasks when leads arrive or move stage, and the WhatsApp chatbot feeds new items straight into your default pipeline.
Lead sources into your pipeline
Illustrative — every channel lands in the same board
When a lead enters Contacted
- 1Auto-create call task for the owner
- 2Due in 24 hours
- 3Log completion on the timeline
Real-world use cases
WhatsApp inquiry to pipeline item
The Wasl chatbot captures name and interest from chat and creates a CRM item in your default pipeline — no copy-paste from messages.
Stage-based nurture
When a lead moves from New to Contacted, a playbook assigns a call task to the owner with a due date — so follow-up never depends on memory.
Multi-team handoff
Reception creates the item, marketing nurtures in a shared board, and front desk books when the lead hits Qualified — all with role-based visibility.
Recall campaigns
Import or create items for lapsed patients and move them through a re-engagement pipeline with timed playbook steps.
What you get
Kanban, list & calendar views
Board drag-and-drop, sortable list, and due-date calendar — switch views without losing filters.
Playbook automation
Triggers on item created or stage entered; steps create call, task, email, or meeting actions with assignee rules.
Six-level access control
Guest through Owner membership on spaces and pipelines — guests see only items assigned to them.
Custom fields
Extend items with clinic-specific data — text, select, date, and more — defined once, used on every lead.
Activity timeline
Every call, note, stage change, and system update logged on the item with actor and timestamp.
CRM AI assistant
In-context AI chat on the board helps draft follow-ups and summarize pipeline activity.
How it works
- 1
Set up your pipeline
Create spaces, pipelines, and stages that match how your clinic converts inquiries.
- 2
Capture and assign leads
Items arrive from WhatsApp, manual entry, or import — each with owner, value, and contact details.
- 3
Automate and close
Playbooks create follow-up tasks; your team moves leads to Booked and hands off to scheduling.
Need implementation details, APIs, or workflows?
Read the full documentationRelated modules
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