Client management
- Client and enquiry records
Keep details and conversation history together.
- Sales stages
Track the progress of each enquiry.
- Enquiry prioritisation
Identify enquiries that need your team’s attention.
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Communication and channels
- Unified inbox
Manage client conversations in one workspace.
- WhatsApp, Instagram and Telegram
Connect your messaging channels.
- Gmail and SMS
Keep track of email and SMS communication.
Clinic operations
- Appointment and room planning
Organise appointments and room use.
- Tasks and follow-ups
Assign the next step and its owner.
- Reminders
Plan appointment and follow-up reminders.
Quotes and performance
- Quotes and payment links
Prepare quotes and payment steps for clients.
- Sales performance
Review the progress of enquiries.
- Team performance and analytics
Review your team’s work and results.
Daily work with AI
- Klinea AI Assistant
Carry out daily work with AI support.
- Hera · Message coach
Improve the language and quality of replies.
- Iris · Image preparation
Prepare images for team and clinician review.
- Apollo · Consultation notes
Turn conversations into reviewable note drafts.
AI follow-up and relationships
- Argus · Client follow-up
Identify conversations needing follow-up.
- Echo · Review replies
Draft replies in your clinic’s voice.
- Midas · Additional service opportunities
Review opportunities for re-engagement and additional services.