See where every lead stands, on one board
Lead Pipeline gathers every lead into Kanban stages, from first contact to a closed treatment. Lead scoring tells you which patient to call first; the conversion funnel shows you where you lose them.
A winning sales flow instead of scattered notes
Every new lead lands in the pipeline with its source: WhatsApp, Instagram, web form or an ad. Klinea scores each lead by interest level so your team calls hot patients first. You move cards through the stages by dragging them, and the funnel shows clearly at which step you are losing leads.
From first contact to a closed treatment in four steps
- 1
A new lead lands in the pipeline with its source
WhatsApp, Instagram, web form or an ad: the channel is tagged automatically.
- 2
Klinea gives the lead a score
A score from interest signals tells the team who to prioritise.
- 3
The team moves the card through the stages
Consult, quote and close: every stage is visible at a glance.
- 4
The funnel shows where you lose them
You know which step needs work from data, not a guess.
“With lead scoring the team now calls hot patients first. For the first time we clearly see which channel actually converts into treatments.”
One system, end to end.
Start today.
Setup in 1 business day. Zero staff training. 30 days free.