What the CRM is and where tasks come from
SuperClini TeamUpdated May 2, 20264 min
SuperClini · CRM
CRM Inbox
✨ New task18
Total
5
Pending
4
Scheduled
6
Sent
3
Answered
Ana Pérez✨ IAhace 10min
Pending review follow-up
💬Pending
João Silvahace 3h
Treatment plan to approve
✉️Scheduled
María López✨ IAhace 1d
Membership renewal
📞Sent
Carlos Rojashace 2d
Collection · overdue
📱Answered
The CRM (CRM menu) isn't a message chat: it's a queue of follow-up tasks for patients already in your clinic. Each task is a touch to make (remind a check-up, offer a treatment, etc.).
- Tasks come from the AI (the AI Summary spots opportunities), from agenda and finance events (e.g. an overdue instalment), from a contact form, or you create them by hand.
- You can also generate them in bulk with a segmented campaign.
The CRM is a feature of higher plans and of the admin, dentist and reception roles. Each dentist sees only their own tasks; admin and reception see the clinic's full inbox.
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