Welcome
β
β
Today's appointments
live count
β
Recalls due this week
due in next 7 days
β
Revenue MTD
month-to-date
β
Active treatment plans
accepted plans
Needs your attention
Growth
Acquisition Β· advocacy Β· audit
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Leads
NEW
Pipeline kanban + website widget embed. Track new β contacted β consulted β converted.
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Marketing
NEW
Per-source CAC, conversion, and ROI. Pro-rated cost rows over any window.
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Reviews
NEW
Google Β· Practo Β· JustDial paste-back. Sentiment chips + AI-drafted responses.
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Referrals
NEW
Concentric SVG graph of your patient referral network β see who drives growth.
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Anniversary
NEW
14-day greeting queue β birthdays + wedding anniversaries. One-tap WhatsApp.
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Audit log
NEW
Every CRM mutation, filtered by entity / user / date. CSV export for compliance.