Clinics CRM · integral system

Your entire clinic on one screen.

Not just another dashboard. It's the unified view of everything moving in your clinic each day — WhatsApp, schedule, insurance, payments, stock, team, reviews — without opening six different apps. And below it, the automations running right now.

GDPR compliant Data in Europe Verifactu 2027 ready eIDAS signature
clinica-marbella.zerolagia · all-in-one panel live
Today · at a glance ↑ 14% vs avg
14 appointments today · 9 confirmed
New patients3
AI-handled47 conversations
Revenue today1,420 €
WhatsApp pending2 unread
🚨 Attention today 4 open
4 actions need attention
Sara R. sick leave · 8 appointments to reassignnow
Composite stock · only 2 units leftcritical
Carmen R. quote 30 days opencall
Sanitas 30-60d · 3,240 €invoice
Pulse · this week ↑ 8%
7,240 € revenue · vs 6,720 €
M · T · W · T · F · S · S
AI · next actions
3 scheduled next hour
Confirm 10:30 Carmen R.10:00
Reminder: Andrés S. surgery14:00
Post-visit review request+2h
Automations running now 7 active · 132 runs today · 0 errors
WhatsApp receptionist 24/7
47 runs · last 2 min ago
Inactive patient recall
12 sent · next Monday 9:00
Quote follow-up
5 open · 2 accepted today
24h reminders
38 sent · 2 cancelled automatically
Google review request
22 in queue · sends 2h after visit
Insurance billing
4 batches generated · auto every Friday
AD SA DKV
Critical stock replenishment
3 alerts · order pending review
Birthday · automatic campaign
3 today · personalised 10% voucher
WhatsApp inbox · today
14 active conversations ↑ 18%
⚠ Unconfirmed · next 2h
5 of 14 appointments pending
10:30 · Carmen Ruiz · dental cleaning−1h
11:00 · Javier Molina · orthodontics−1h30
12:15 · Lucía Pérez · check-up−2h45
Schedule · this week
DR
38 appointments · 87% occupancy ↑ 12%
AI · handled today
47 of 51 incoming
Appointment confirmations31 / 47
Triage resolved remotely8 · no in-person visit needed
Reminders sent38 · 2 cancellations auto
Escalated to clinician3 · medical referral
Recall · inactive patients
12 +6 months without a visit
Carmen R. · orthodontics−11 m
Javier M. · dental cleaning−9 m
Lucía P. · endodontics−7 m
Andrés S. · replied→ slot
Records · protocol reviews due CC
7 pending by diagnosis protocol
Andrés S. · implant · 3m check−2 wk
Carmen R. · orthodontics · adjustment−1 wk
Lucía P. · endodontics · reviewtoday
Javier M. · periodontics · check+3d
Open quotes
8,420 € 5 open · 2 closed today ↑ 18%
Day 0
Carmen R. · implant
2,450 €
Day 7
Andrés S. · orthodontics
1,890 €
Day 15
Lucía P. · endodontics
640 €
Google reviews · this week
4.8
+3 new
"Super fast on WhatsApp even on a Sunday — I had a confirmed appointment within 5 minutes." Sandra M. · 2 days ago
Accounts receivable
4,280 € 6 open invoices
Carmen R. · final implant payment1,250 €
Andrés S. · surgery +45d980 €
Lucía P. · endodontics 14d640 €
Other 3 invoices1,410 €
Insurance billing
AD SA DKV MU
12,480 € pending settlement
<30d
8 350 €
30-60d
3 240 €
>60d
890 €
AD Adeslas 5 240 € sent
SA Sanitas 3 110 € pending
DKV DKV 2 460 € sent
MU MUFACE 1 670 € pending
Supply stock · alerts 3 critical
3 below minimum
Composite A2 · 4ml2 unitsmin 10
Mepivacaine anaesthetic8 unitsmin 15
Nitrile gloves M2 boxesmin 5
Suture thread 4-09 unitsmin 12
Team · today in clinic 6 people
DG
Dr. Garcíadentistry · 9:00–14:00
JM
Dr. Martínezimplantology · 10:00–18:00
LC
Lara Castrohygienist · 9:00–17:00
SR
Sara Romeroreception · 8:30–15:00
Upcoming appointments · today 14 today
10:30 next · Dr. García
10:30 · Carmen Ruiz · dental cleaning−45m
11:15 · Javier Molina · check-up−1h30
12:00 · Lucía Pérez · endodontics−2h15
14:00 · Andrés Soto · surgery−4h15
Collected · quarter ↑ 22%
38,240 € collected · 4 batches
Adeslas14 280 €
Sanitas10 920 €
DKV + MUFACE13 040 €
Orders in progress
3 orders · 1 arriving today
Composite · arriving today15:00
Anaesthetic · tomorrow+1d
Gloves · Friday+3d
Acquisition · new patient sources
18 new patients · this month
Google · review / search9 (50%)
Doctoralia · directory5 (28%)
WhatsApp · referral3 (17%)
Other1 (5%)
Upcoming absences
2 this week · 1 unplanned
Dra. García · vacation22-26 may
Sara R. · sick leavetoday
Clinical KPIs · May in progress ↑ 14% vs April
87% occupancy · 152 unique patients
Appointments attended342
Quotes accepted68% (32/47)
Protocol reviews completed41 / 48
Referrals resolved8 / 11
Production · by specialty ↑ 18% YoY
28,940 € this month · all patients
Implantology9,240 €
Orthodontics6,480 €
Insurance12,480 €
Top treatments · May
Implants top · 32% of revenue
Implants9,240 €
Orthodontics6,480 €
Endodontics4,120 €
Hygiene + check-up3,850 €
Cosmetic dentistry2,940 €
Funnel · lead → appointment 42% conversion
218 incoming leads this month
WhatsApp / web148 leads
→ Info provided187 (86%)
→ Appointment booked92 (42%)
→ Quote accepted32 (15%)
Referrals · lab / specialists 2 pending
5 active · 3 with results
Dental lab · prosthetic Carmen R.ready today
Panoramic X-ray · Javier M.received
Periodontist · Andrés S.awaiting appt
Microbiology lab · culture+3d
Signed consents
SG DS
9 / 12 this week
Implant · Carmen R.signed
Endodontics · Lucía P.signed
Orthodontics · Javier M.sent
Surgery · Andrés S.pending
12 systems connected
7 automations active
24/7 on autopilot
0 changes to what you already use
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