Leads

CRM-lite pipeline for Brightleaf Dental — AI captures leads from chat, voice, and forms; you move them to won.

New this week

12+3 vs last wk

AI-captured

4✦ AI

Calls + chat combined

Won (30 d)

2—

New → Won rolling

Conversion rate

25%—

All stages

Stage ▾Source ▾Owner ▾

New1

MMaria Santos

✦ AI

Interested in Invisalign + first cleaning. Consent for follow-up on file.

AI Chat$4,200

Contacted3

DDerek Okonkwo

✦ AI

Inquired about teeth whitening packages via phone.

AI Voice$1,800

NNadia Al-Farsi

✦ AI

Called about emergency availability — AI captured contact details.

AI Voice$1,200

EElliot Zhao

Simple cleaning inquiry — price sensitive.

Web form$700

Qualified2

PPriya Mehta

Family plan — 3 adults, 1 child. Prefers evenings.

Web form$6,500

JJames Okafor

Requested pricing for crown — waiting on insurance pre-auth.

Web form$2,600

Won2✓

TTom Nguyen

✦ AI

Booked new-patient exam + cleaning. Payment confirmed.

AI Chat$3,100

CClaire Beaumont

Referred by Dr. Lewis. Full treatment plan accepted.

Referral$8,900