Which package includes Sales pipeline?

Sales pipeline is the Leads and pipeline add-on, bought on top of Engage core.

Which channels can enquiries come from?

The channels are set by the clinic. Engage comes with phone, walk-in, Instagram, WhatsApp and referral, and you can add others so reports show where enquiries really come from.

Can follow-up tasks be created automatically?

Yes. Follow-up rules raise tasks for a new lead not contacted in time, a consultation with no booking and scheduled call-backs. Each rule has its own timing and can be switched off.

Can we see which channels and agents convert?

Yes. Funnel reports show conversion by channel and campaign, with cost per conversion where a cost is entered, and by agent, with first response times and deadline adherence.

Sales pipeline

NextHealth Engage

Part of the Leads and pipeline add-on

Sales pipeline is where NextHealth Engage turns enquiries into patients. Staff capture an enquiry from any screen, recording the channel, service of interest and consent, and Engage assigns an owner with a response deadline. Leads move through stages from new to contacted, qualified and booked, with every call and note in their history. Follow-up rules raise tasks when a lead goes quiet, nurture sequences keep in touch, and funnel reports show conversion by channel, campaign and agent.

What it covers

Lead capture from any screen, on any channel
Owners, response deadlines and breaches flagged
Pipeline stages with the full history of every lead
Follow-up rules, call-backs and nurture sequences
Funnel reports by channel, campaign and agent

Designed for

Facilities

Part of the starting set for these, and available to any facility.

Why it is hard to do well

Leads go cold in the gaps between follow-ups

From first enquiry to booked patient

Most clinics lose leads quietly: nobody refuses them, they simply wait too long for a call back. The NextHealth Engage sales pipeline makes every enquiry someone's job, with a deadline.

Capture

New lead is available from any screen and needs only a name, a phone number and a channel. The channels are yours to define: phone, walk-in, Instagram, WhatsApp, referral and more. Each enquiry is assigned to an agent, by hand or automatically, and its response deadline is checked every minute.

Work the pipeline

Agents claim leads, record calls and notes, set call-backs and move each lead through its stages. Follow-up rules raise tasks when a new lead is not contacted in time or a consultation ends without a booking, and nurture sequences keep in touch on a schedule.

Convert

A qualified lead is converted in one step, by booking an appointment or selling a service or package. Lost leads close with a reason.

See what works

Funnel reports show drop-off and time in each stage, and break results down by channel, campaign, with cost per conversion, and agent.

More in NXH Engage

12 more modules

Questions we get asked

: Sales pipeline is the Leads and pipeline add-on, bought on top of Engage core.
: The channels are set by the clinic. Engage comes with phone, walk-in, Instagram, WhatsApp and referral, and you can add others so reports show where enquiries really come from.
: Yes. Follow-up rules raise tasks for a new lead not contacted in time, a consultation with no booking and scheduled call-backs. Each rule has its own timing and can be switched off.
: Yes. Funnel reports show conversion by channel and campaign, with cost per conversion where a cost is entered, and by agent, with first response times and deadline adherence.

Ask us to show this one

A working walkthrough of this module against your own facility profile, not a slide.

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