CRM Dashboard
🔍
🏥 Apollo Clinic, MG Rd ▾
Total Leads (MTD)
1,284
↑ 18% vs last month
📥
Lead → Appt Rate
42%
↑ 5.2%
📅
Appt → Treatment
68%
↑ 8.4%
💊
Revenue Attributed
₹48.2L
↑ 24%
💰
Retention Rate
74%
↑ 6.1%
🔁
Lead Conversion Funnel
Today's CRM Tasks
5 overdue
AI CRM Insights
🤖 Conversion Intelligence
12 high-priority leads haven't been contacted in 48+ hours — risk of losing to competitors. AI recommends immediate WhatsApp outreach. Best contact window: 10–11 AM (62% response rate based on history).
⚠️ Churn Risk
34 active patients haven't visited in 90+ days. AI recommends reactivation campaign. Predicted recovery: 28 patients (₹4.2L revenue potential).
Lead Source Mix (MTD)
Recent Activity
    CRM Team Performance
    Executive Leads Handled Calls Made Appts Booked Conv. Rate Revenue AI Score
    Total Leads
    1,284
    ↑ 184 this week
    📥
    Hot Leads
    48
    Needs immediate action
    🔥
    Converted Today
    12
    ↑ 4 vs yesterday
    ✅
    Avg Lead Score
    72 / 100
    ⭐
    Lead Registry
    🔍
    All (1,284)
    Hot (48)
    Warm (284)
    Cold (182)
    Converted (124)
    Lead Source Service AI Score Stage Assigned Last Contact Next Action
    AI Lead Scoring
    🤖 Priority Queue
    Ramesh Kumar (score 94): Visited website 3x in 24 hrs, watched implant video, enquired on WhatsApp. Probability: 87%. Call now.
    Lead Source Breakdown
    Patient Lifecycle Pipeline
    Drag leads through stages · 1,284 leads total
    🤖 Pipeline Intelligence
    8 leads have been in "Appointment Suggested" for 5+ days without booking — AI recommends scheduling a call today. 3 leads are ready to move to "Treatment Accepted" — they've been consulted twice and shown high intent.
    Total Patients
    2,847
    👤
    Active (Last 90d)
    1,842
    64.7%
    ✅
    At Risk (Churn)
    234
    90+ days inactive
    ⚠️
    Avg Lifetime Value
    ₹24,800
    💰
    Patient 360° View
    🔍
    Patient Service Last Visit LTV Stage Churn Risk Next Follow-up
    RK
    Ramesh Kumar
    Patient ID: PAT-2024-00421 · 42M
    Dental ImplantActive
    82
    Health Score
    ₹48,200
    Total LTV
    8
    Visits
    Active
    Status
    Patient Timeline
      AI Patient Insights
      🤖 Next Best Action
      Ramesh's implant procedure was 6 months ago. Due for 6-month review. Send appointment reminder via WhatsApp — 78% open rate at 10 AM on weekdays. Also eligible for teeth whitening upsell (₹8,000 avg value).
      Appointments Today
      38
      ↑ 4 vs yesterday
      📅
      Confirmed
      32
      ✅
      No-shows (MTD)
      8%
      Target: <5%
      ❌
      AI Bookings
      124
      ↑ 34% this month
      🤖
      Appointment Schedule
      Time Patient Doctor Service Source Status Actions
      AI Appointment Engine
      🤖 Automated Booking
      Today's AI-booked appointments: 8. WhatsApp chatbot handled 6, website widget 2. Average booking time: 3.2 minutes. No-show prediction: 2 patients flagged — reminders sent.
      ⚠️ No-show Risk
      Priya Sharma (2 PM) hasn't confirmed. Last 2 appointments also cancelled. AI recommends a call now.
      Appointment Sources
      Messages Sent (MTD)
      48,284
      💬
      WhatsApp Open Rate
      84%
      ↑ 8%
      📱
      SMS Delivery Rate
      97%
      ✉️
      Email Open Rate
      38%
      📧
      Communication Channels
      💬
      WhatsApp Business
      48,284 msgs · 84% open rate · AI-powered
      Active
      ✉️
      SMS
      12,841 msgs · 97% delivery rate
      Active
      📧
      Email
      8,420 msgs · 38% open rate
      Active
      📞
      Voice Calls
      2,841 calls · 68% answer rate
      Active
      AI Communication Templates
      Patient Conversation — Ramesh Kumar
      WhatsAppActive
      🤖
      Hi Ramesh! 😊 This is PulseCRM AI from Apollo Dental Clinic. We noticed you enquired about dental implants. Would you like to schedule a free consultation with our specialist Dr. Sharma? Available this week!
      👤
      Yes, I'm interested. What are the costs?
      🤖
      Great! Our dental implant packages start from ₹25,000 per implant. Dr. Sharma is one of Bengaluru's top implant specialists with 2,000+ successful cases. The free consultation is 30 minutes and includes an X-ray assessment. Does Thursday 11 AM work for you?
      👤
      Thursday works! How do I confirm?
      🤖
      ✅ Appointment confirmed! Jun 23, Thursday · 11:00 AM · Dr. Suresh Sharma · Apollo Dental, MG Road
      📍 Get Directions | 📞 080-4142-8888

      You'll receive a reminder 24 hours before. See you Thursday! 😊
      Active Campaigns
      12
      📣
      Leads Generated
      842
      ↑ 28%
      📥
      Total Campaign ROI
      480%
      ↑ 84%
      📈
      Cost per Lead
      ₹284
      ↓ ₹42
      💸
      Campaign Manager
      All (42)
      Running (12)
      Scheduled (8)
      Completed (22)
      Campaign Type Channel Audience Sent Leads ROI Status
      AI Campaign Builder
      🤖 AI Suggestion
      Based on your top-performing campaigns, AI recommends a WhatsApp + SMS combo targeting patients who enquired about orthodontics in the last 90 days but didn't book. Predicted leads: 84. Best send time: Tuesday 10 AM.
      Campaign ROI by Channel
      Referral Partners
      68
      🤝
      Referrals (MTD)
      284
      ↑ 48
      📥
      Conversion Rate
      74%
      Highest vs other sources
      🎯
      Revenue via Referrals
      ₹18.4L
      💰
      Referral Partners
      Partner Type Referrals MTD Conv. Rate Revenue Commission Status
      Patient Referral Program
      🎁
      Refer & Earn
      Patients get ₹500 credit per successful referral. 284 active participants.
      AI Referral Insights
      🤖 Partner Analytics
      Dr. Priya Menon (Dermatologist) sends 28% of all dental referrals. Consider a formal referral agreement. Apollo Hospital Group referrals convert at 84% — highest in network.
      Enrolled Members
      1,842
      ⭐
      Points Issued
      2.4M
      💎
      Redemption Rate
      48%
      🎁
      Loyalty Revenue
      ₹8.4L
      ↑ 24%
      💰
      Loyalty Program Tiers
      Top Loyalty Members
      Patient Tier Points Redeemed LTV
      AI Loyalty Recommendations
      🤖 Retention Intelligence
      Gold tier members have 3.2x higher retention vs non-enrolled. AI recommends upgrading 84 Silver members who are within 200 points of Gold — a targeted "boost offer" could retain them for the year.
      Revenue Attributed
      ₹48.2L
      ↑ 24%
      💰
      Lead → Patient Conv.
      28.4%
      ↑ 4.2%
      🎯
      Avg Lead Score
      72
      ↑ 8 pts
      ⭐
      Patient Satisfaction
      4.7 / 5
      😊
      Campaign ROI
      480%
      ↑ 84%
      📈
      Monthly Lead Volume
      Jan
      Feb
      Mar
      Apr
      May
      Jun
      Conversion by Stage
      Revenue by Service
      AI Predictions
      🤖 Revenue Forecast
      Based on current pipeline, AI predicts ₹62L revenue next month (↑ 28%). Key driver: implant leads pipeline at 142 (highest in 6 months). Risk: monsoon seasonality may reduce walk-ins by 15%.
      ⚠️ Churn Forecast
      AI predicts 48 patients at risk of churn next 30 days. Targeting them now with a personalized campaign could recover ₹6.4L.
      🤖
      AI Patient Engagement Assistant
      ● Active · Multi-channel · CRM-integrated
      Lead ScoringBooking AICampaigns
      🤖
      Hi Aditya! I'm your AI Patient Engagement Assistant. Today I'm managing 1,284 leads, 12 active campaigns, and 38 appointments.

      🔥 Urgent: 12 hot leads haven't been contacted in 48+ hours. Recommend WhatsApp outreach immediately — they're comparing clinics.

      What would you like to work on first?
      👤
      Show me the highest priority leads to call today
      🤖
      Top 5 Priority Leads — Call Now

      🔴 Ramesh Kumar (Score: 94) — Visited website 3x, watched implant video, WhatsApp enquiry. Call 10–11 AM.
      🔴 Priya Sharma (Score: 89) — Enquired twice, budget confirmed ₹50k+. Ready to book.
      🟠 Vikram Patel (Score: 82) — Has appointment pending 5 days. Risk of losing.
      🟠 Anita Desai (Score: 78) — Referred by Apollo Hospital, hasn't responded to SMS.
      🟡 Suresh Nair (Score: 71) — First enquiry yesterday. Qualify and nurture.

      Want me to draft WhatsApp messages for all 5?
      👤
      Launch a reactivation campaign for patients inactive 90 days
      🤖
      Reactivation Campaign — Ready to Launch

      📊 Audience: 234 patients inactive 90+ days
      📱 Channel: WhatsApp + SMS
      🎯 Message: Personalized health check reminder + special returning patient offer
      ⏰ Best send time: Tuesday 10 AM (based on your data)
      📈 Predicted response: 28% (66 patients) | Revenue potential: ₹4.8L

      AI Capabilities
      • 📥
        Lead Scoring & Prioritization
        AI scores every lead 0–100 in real time
      • 📅
        Automated Appointment Booking
        WhatsApp, website, SMS — 24/7
      • 📣
        Campaign Automation
        AI-generated content, audience targeting
      • 🔁
        Churn Prediction & Reactivation
        Identify at-risk patients before they churn
      • 📊
        CRM Automation
        Auto-stage updates, task creation, summaries
      Quick Commands
      AI Activity Today
      Leads auto-scored1,284
      Appointments auto-booked8
      Follow-ups triggered124
      Revenue predicted₹62L
      System Health
      100%
      Active & Syncing
      🖥️
      Active Sessions
      18
      Across 5 branches
      👥
      Audit Logs (Today)
      3
      All operations signed
      📜
      Encryption Key
      AES-256
      Data encrypted at rest
      🔒
      Security Audit Logs
      Time User Action Module
      Clinic Locations & Access
      🏥
      Apollo Clinic, MG Road (Headquarters)
      Primary surgery center · 14 doctors
      Active
      🏥
      Apollo Clinic, Indiranagar
      Outpatient clinic · 8 doctors
      Active
      🏥
      Apollo Clinic, Koramangala
      Diagnostics & Dental Center · 6 doctors
      Active
      General Configuration
      Integration Settings
      AI Patient Agent (WhatsApp)
      Let AI respond to enquiries and schedule slots automatically.
      Auto Lead Scoring
      Recalculate lead scores based on real-time activity tracking.
      HIPAA & Consent Check
      Enable patient data masking for non-medical users.
      Add New CRM Lead
      Enter client details to create a lead and generate an AI priority score.
      Book Patient Appointment
      Schedule a consultation or treatment review.
      Create Marketing Campaign
      Build targeted WhatsApp, SMS, or Email outreach templates.
      Patient 360° Health Registry
      Patient record, clinical status, and lifecycle controls.
      RK
      Ramesh Kumar
      ID: PAT-2024-00421 · 42M
      Dental ImplantActive Patient
      Health Score
      82%
      Clinical Summary
      Last Visit: 12 days ago
      Suggested Treatment: Dental Implant Placement
      Estimated Budget: ₹45,000
      Financials & Loyalty
      Lifetime Value (LTV): ₹48,200
      Loyalty Level: Silver (450 Points)
      Referral Rewards: 2 claims pending
      Patient Engagement Actions
      Activity & Communication Timeline
      🚀 Interactive Guided Tour
      ▼
      Tip: Click "Next Step" to auto-run the prototype workflows.
      Notification
      Message content...