Every inquiry becomes part of the clinic, not another forgotten message.
Leads & CRM is on the roadmap. The planned workflow keeps acquisition and operations in one system so a person can move from inquiry to booked patient without being copied between a marketing CRM, WhatsApp and scheduling.
In many small clinics, “CRM” means a spreadsheet, WhatsApp and somebody remembering to call back. The structural problem is that acquisition lives outside operations. Menaela keeps the person in one lifecycle from first inquiry to appointment to patient, so the clinic does not lose context at the exact moment a lead converts.
These are planned capabilities, not functionality we present as available today.
Lead intake
Planned: create and track new inquiries from supported sources and inbound communications.
Lead list & review
Planned: find and review recent leads, their source and current status.
Patient/lead lifecycle
Planned: let a person progress from lead to booked and then to patient as the relationship develops.
Patient search & profiles
Planned: find patients by natural identifying information and update demographic/contact details through authorized operations.
Duplicate awareness
Planned: normalize phone/email and surface possible duplicates without silently merging records.
The intended operating path once this capability is released.
A new inquiry enters from a supported channel and is created or matched as a lead.
Conversation history, source and current status stay attached to the same person.
Once an appointment is booked, the operational relationship continues without recreating the contact elsewhere.
Possible duplicate identities are surfaced for review rather than silently merged.
- Planned: CRM and clinical operations share the same person/patient record.
- Planned: no manual copying between a marketing CRM, WhatsApp and scheduling.
- Planned: a conversation can progress naturally from inquiry to booked patient.
- Clinics buying leads from Meta or other paid channels
- Teams working from multiple inboxes today
- Owners who want acquisition and actual booked activity in the same system
The page describes the integrated lead-to-patient workflow and the currently supported clinic data model. Source coverage depends on the connector or ingestion path in use.
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