AI Process & Automation · Dental Clinics

Your clinic runs on people.
Not on manual tasks.

Concileo automates your patient coordination workflows — from first lead to post-care review — so your team focuses on what matters: patient experience.

−72%
Manual coordination time
Faster lead response
+40%
Review collection rate

Automated post-care sequences trigger at the right moment — no manual follow-up needed.

The problem

Your coordinators are drowning in repetitive tasks

International dental clinics handle hundreds of inquiries a week. Without automation, every step — quoting, reminding, following up — is done by hand.

Slow response times

Leads from international patients go cold in hours. Manual inbox monitoring means delayed replies — and lost conversions.

Fragmented coordination

WhatsApp, email, CRM — all disconnected. Coordinators copy-paste information across tools, creating errors and wasted time.

Missed review opportunities

Post-treatment follow-ups happen too late or not at all. Satisfied patients never become public advocates on Google or Trustpilot.

Use cases & projected gains

Four workflows. Measurable results.

Each automation is scoped, delivered in 2–3 weeks, and built directly on your existing Zoho CRM setup.

Workflow
Projected gain
Business impact
01 ·
Lead intake & instant response

Any new inquiry (web form, WhatsApp, email) is automatically captured in Zoho CRM and triggers an immediate personalised acknowledgment — in the patient’s language.

Zoho CRMMakeWhatsApp API
< 2 min
Response time (vs 4h+ manual)
+25–35% lead conversion
Speed of response is the #1 factor in dental tourism conversion. No lead goes cold.
02 ·
Quote follow-up sequence

Once a treatment quote is sent, an automated sequence handles all follow-ups — Day 3, Day 7, Day 14 — with soft reminders and objection-handling messages. Zero manual intervention.

Zoho CRMZoho CampaignsBlueprint
−85%
Follow-up effort per coordinator
+15–20% quote-to-booking rate
Consistent follow-up without the fatigue. Every prospect gets the same quality of attention.
03 ·
Pre-arrival patient journey

From booking confirmation to arrival day: automatic dispatch of travel guides, consent forms, pre-op instructions, and logistics reminders — timed to the treatment date.

Zoho CRMMakePDF templates
−60%
Pre-arrival coordination time
Near-zero no-shows
Well-prepared patients arrive on time, with correct documents. Coordinators handle exceptions only.
04 ·
Post-treatment review collection

7 days after treatment completion, an automated personalised message invites patients to leave a review on Google or Trustpilot — with a direct link and a warm, human tone.

Zoho CRMWhatsApp APIMake
+40%
Review submission rate
Compounding trust signal
More reviews = better SEO, higher conversion on first-time visitors. Automated and consistent.
Our approach

From diagnosis to live automation
in 3 weeks.

01

Discovery call

We map your current workflows, identify the highest-impact automation opportunity, and agree on a clear scope.

02

Audit & design

We analyse your Zoho setup, document the target workflow, and deliver a detailed automation blueprint before building anything.

03

Build & test

We build directly in your environment. Every automation is tested with real scenarios before going live.

04

Handover & support

Your team receives full documentation and a walkthrough. We stay available for 30 days post-launch.

Ready to reclaim your
coordinators’ time?

Book a 30-minute discovery call. We’ll identify the one automation that will have the highest impact on your clinic — no commitment required.

Book a discovery call Free · 30 min · No commitment