Keep business owners' website leads tagged and prioritized

Business owners watch homepage patient inquiries get buried in email, causing missed follow-ups and lost new-patient opportunities. Tagged CRM contacts let marketing and intake prioritize outreach.

Overview

Business owners lose patient leads when homepage forms sit buried in inboxes. This workflow captures every homepage submission as a tagged CRM contact so marketing and intake can prioritize outreach and cut down missed follow-ups. Expect clearer lead routing, faster response times, and better handoffs between marketing and intake.

Notable Features

Create CRM contacts from forms
Tag contacts by source and location
Notify intake of priority leads