intellivise.co

Setup · Build · Management

Your CRM should be booking patients while your clinic is closed

Every enquiry you paid for deserves an answer in minutes. We build clinic CRMs that turn enquiries into booked patients. Intellivise knows how quickly an enquiry goes cold, which follow-ups get answered, how to cut no-shows with the right reminders, and how recall and rebooking campaigns fill quiet chairs without your team lifting a finger.

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Results at a glance

5 min

Target speed-to-lead once automations are live

+29%

Average lift in enquiry-to-consultation conversion

100%

Of enquiries tracked from first click to treatment

Where this helps

  • Every enquiry you paid for deserves an answer in minutes.
  • Build clinic CRMs that turn enquiries into booked patients.
  • Track every enquiry from first click to treatment.

What we can connect

  • CRM audit, selection and setup
  • Data migration and pipeline build
  • Full automation and integration build
  • Team training and documentation
  • Attribution and revenue dashboards
  • Ongoing optimisation and support

How we work

01. CRM setup & migration

Whether you are starting fresh or escaping a system nobody uses, we stand up a clean CRM built around how clinics actually sell: treatments, consultations and treatment plans.

  • Platform selection: HubSpot, GoHighLevel, Pipedrive, Salesforce or your PMS
  • Clean migration of existing patient and enquiry data
  • Pipelines built by treatment and consultation stage
  • User roles, permissions and patient-data safeguards

02. Build & automation

The build is where the money is. Instant lead response, reminder sequences, no-show recovery and rebooking triggers all running without your front desk lifting a finger.

  • Speed-to-lead SMS, WhatsApp and email automation
  • Consultation reminders and no-show recovery flows
  • Treatment-cycle rebooking and reactivation triggers
  • Website, ads, call tracking and booking system integrations

03. Ongoing management

We run it for you, keeping data clean, automations tuned and your team accountable to the pipeline, with reporting that shows exactly which channel produced which treatment.

  • Weekly pipeline hygiene and lead-status auditing
  • Front-desk training and follow-up scripts
  • Revenue attribution back to ad spend and SEO
  • Monthly dashboard review with your leadership team

What clients say

Every enquiry tracked, end to end

“Intellivise set up our CRM so every enquiry is tracked from first click to booked treatment. Nothing slips through, and we finally know which marketing actually produces patients.”

Jenya Melay
Founder of RESYNC

Sectors we work in

  • Aesthetics & dermatology
  • Plastic & cosmetic surgery
  • Dental & orthodontics
  • Longevity & precision health
  • Hair restoration
  • Physiotherapy & spine
  • Chiropractic & osteopathy
  • IV & wellness
  • Fertility & women's health
  • Private GP & diagnostics
  • Proctology & colorectal
  • Bariatric & weight loss
  • Orthopaedics & sports medicine
  • Ophthalmology & laser eye
  • ENT & sinus care
  • Urology & men's health
  • Gastroenterology & endoscopy
  • Cardiology & heart screening
  • Dermatology & skin cancer
  • Podiatry & foot care
  • Mental health & psychiatry
  • Addiction & rehabilitation
  • Paediatrics & family clinics
  • Sleep & respiratory clinics
  • Regenerative & stem cell
  • Hormone & HRT clinics
  • Vascular & varicose veins
  • Audiology & hearing care

Useful reading