For optometry clinics: Alert intake staff with new lead SMS

Intake staff miss contacts in the local lead list, costing booked free eye‑exam appointments. SMS alerts to the clinic intake phone prompt rapid callbacks so appointments are scheduled while interest is fresh.

Overview

Clinic intake teams lose booked appointments when new leads sit unnoticed. This workflow turns every new contact into an SMS alert on the clinic intake phone, converting passive lists into immediate phone outreach and protecting appointment volume. The result: faster follow-up, clearer audit trails, and fewer missed first contacts.

Notable Features

Send SMS to clinic intake phone
Filter new contacts by lead list
Log alerted contacts in CRM