CRM
Customer records
Static cohorts for campaigns, VIP tracking, and imports.
Contacts
Master records enriched by AI tags, stage, and timeline.
Lists
Static cohorts for campaigns, VIP tracking, and imports.
Segments
Dynamic audiences driven by rules and contact behavior.
Deals
Pipeline and close-motion for consultations and deposits.
Tasks
AI action queue for follow-up, service delivery, and escalation.
CRM
Lists
Static contact groups for event audiences, VIP cohorts, and one-off communication targets.
List Library
Curated audiences
Static groups for campaigns, referrals, VIP care, and operational follow-up.
VIP Patients
High-value prospects and influential referrals.