Enquiry CRM
The CRM for every enquiry.
You treat. Sovica answers, books and gets the forms signed, and you set how far it goes on its own.
Anna Lewis
Details
Lists3
⭐New enquiries
Show all 2
🗓️Skin consult, 30 min
Show all 3
👋Forms to sign
Highlights
Summary
Anna messaged at 9:12 PM. The agent answered, booked her for Thursday, took the deposit and sent her forms.
annalewis
Upcoming
Skin consultTHU30
Apr 30, 2:00 PM
Site
Mill LaneM
London, UK
Next step
Step 2Sign forms
Sovica agentanswered the message9:12 PM
Sovica agentbooked the consult9:15 PM
Anna Lewispaid the deposit9:31 PM
Show 26 more interactions
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
- [Clinic logo]
Organise
World-class enquiry tracking.
With every call and message on one record, last night's enquiry is booked by morning, forms done.
Anna Lewis
Mark Tully
Zoe Hart
Leah Stone
Sam Ortiz
Ruth Ellis
Anna Lewis
Ian Frost
Cara Walsh
Noah Pike
Tara Bell
Finn Roe
Joan Mead
Alex Burt
Rosa Lane
Anna Lewis
Replied
anna@example.com
1 2 1 1d
Mark Tully
Called back
mark@example.com
1 1 1 1d
Zoe Hart
For clinician
zoe@example.com
2 1 2 1d
Leah Stone
Slots sent
leah@example.com
2 1 2 1d
Sam Ortiz
Slots sent
sam@example.com
3 1 3 1d
Ruth Ellis
Needs insurer
ruth@example.com
2 2 2 1d
Highlights
Summary
Helen has referred 24 patients this year and 21 have booked. Her last letter went out yesterday and nothing is waiting on her.
Practice
Harbour Medical
London, UK
Practice
harbourmedical
Last message
Outcome letter: Ruth Ellis
1 hour ago
Next due task
Letter for Ruth Ellis
Tomorrow
Details See all
Activity See all
Enquiry steps
Easily build theperfect path.
Set the steps from first message to booked visit, so every enquiry is answered or sitting with a named person.
Enquiries
Emails
Treatments
Next step due
Last contact
Follow-through
Source
Forms
Add new column
And that's not all...
Advanced permission control
Be as specific as you need, so each role sees only the records it should.
True multiplayer collaboration
Keep your staff and agents on the same facts with real-time collaboration.
Fully logged, fully yours
Each clinic's records stay separate, every change is logged, export any time.
[Clinic name] runs every enquiry through Sovica, from [channel] to booked visit. Last night’s messages are [00] booked patients by morning, with deposits taken and forms signed. [Outcome in the owner’s own words].
[Name]
[Role], [Clinic name]