A more organized WhatsApp. A clearer view of patient communication.
Bring conversations, your team, scheduling and patient follow-up together in one place. Invisible CRM helps your practice or clinic organize communication and understand what happens from the first contact to booking.
Between messages, spreadsheets and calendars, your team needs to know who is waiting for an answer and what happens next. Invisible brings that information together to support your reception team and give managers a clearer view.
Fewer scattered conversations
Centralize communication, review the conversation history and see who is responsible for each contact.
Clearer next steps
Organize stages, follow-ups and bookings so your team can continue each conversation with context.
More visibility for managers
Review indicators and analyses to understand daily work, spot bottlenecks and guide improvements.
Explore the features
From the first hello to patient follow-up.
Tools that connect WhatsApp conversations to your daily workflow, helping your team stay organized and your managers stay informed.
Shared inbox
Your conversations in a shared queue.
Your team works in the same space, with access to conversation history and shared files. Assign contacts to team members and find the conversations that still need attention.
Messages, history and files in one place
Conversation assignments and inbox filters
Quick replies and message templates
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Patient communicationWE
Search conversations
01
Sample contact 01Awaiting follow-up
02
Sample contact 02Front desk
03
Sample contact 03Front desk
01
Sample contact 01Front desk
Today
Hello! What appointment times are available?09:41
Hello! I can help you find a time.09:42 ✓✓
Write a message...
Illustrative preview · Fictional data · Patient communication
Pipeline and follow-up
See who arrived and who needs a follow-up.
Follow your contacts through a visual pipeline. Identify their source, check their current stage and organize the information your team needs to take the next step.
Kanban and table views
Contact sources, tags and statuses
Filters by period and appointment type
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Inquiry pipelineWE
New inquiries3
GoogleSample contact 01Awaiting follow-up
InstagramSample contact 02Awaiting follow-up
ReferralSample contact 03Awaiting follow-up
In progress2
InstagramSample contact 04Awaiting follow-up
ReferralSample contact 05Awaiting follow-up
Booked1
ReferralSample contact 07Confirmed
Illustrative preview · Fictional data · Inquiry pipeline
Scheduling and confirmations
Book appointments without losing the conversation's context.
Check availability and create appointments while speaking with a patient. Organize calendars by practitioner and location, and follow confirmations, rescheduling and reminders within a connected workflow.
Appointments, rescheduling and blocked slots
Views by practitioner and location
Appointment confirmations and reminders
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Team scheduleWE
Today‹ ›
MON19
TUE20
WED21
THU22
FRI23
09:0010:0011:0012:00
Sample appointmentConfirmed
Sample appointmentSample contact
Sample appointmentConfirmed
Sample appointmentSample contact
Sample appointmentConfirmed
Illustrative preview · Fictional data · Team schedule
AI Virtual Receptionist
AI that supports your reception team.
The Virtual Receptionist helps with frequently asked questions and keeps conversations moving. Your team can also use suggested replies and take over when needed, keeping people involved in patient communication.
Instructions aligned with your clinic's workflow
Suggested replies for team members
Handover and pause for human support
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AI supportWE
Search conversations
01
Sample contact 01Awaiting follow-up
02
Sample contact 02Front desk
03
Sample contact 03Front desk
01
Sample contact 01Front desk
Today
Hello! What appointment times are available?09:41
Suggested reply
I can check available times. Would you prefer the morning or afternoon?
Review and personalizeYour team in control
Illustrative preview · Fictional data · AI support
Indicators and insights
Understand what happens in your conversations.
Turn conversation history into information for managers. Review recurring topics, assess communication quality and identify areas that can guide your team's next training sessions.
Indicators and reports by period
Conversation and communication quality analysis
Suggestions for team improvement
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Communication overviewWE
Incoming inquiries24Sample period
Pending follow-ups6Sample period
Bookings8Sample period
Patient communicationSample period
MON
TUE
WED
THU
FRI
MON
TUE
Improvement opportunityReview conversations still waiting for a next step.
Illustrative preview · Fictional data · Communication overview
Follow-up and relationships
Continue conversations that have gone quiet.
Organize follow-ups with contacts who stopped replying and stay in touch with your patient base. Use segmentation, message templates and consent controls to plan your clinic's communications.
Contact follow-ups and re-engagement
Segmented campaigns and personalized messages
Satisfaction surveys and review requests
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Follow-ups and relationshipsWE
No response yetContact history
Follow-up organizedScheduled
03Continue the conversationFront desk
01Sample contact 01Awaiting follow-up
Hello! I can help you find a time.
Illustrative preview · Fictional data · Follow-ups and relationships
More tools for your practice
Organization for the details of your working day.
Patient profile and history
Review contact details, sources and relationship history to continue each conversation with context.
Team members and responsibilities
Assign conversations and organize access profiles according to each person's role in your practice.
Practitioners and locations
Organize communication and scheduling around your clinic's practitioners and locations.
Multiple phone numbers
Identify the phone line associated with each conversation and filter your inbox by WhatsApp number.
Consistent messages
Create templates with personalized information and files to help your team reply efficiently and consistently.
Public booking calendar
Give patients a way to check availability and request an appointment online.
For specialist physicians, medical practices and clinics that need to organize WhatsApp communication, follow up with contacts and connect those conversations to bookings. It also supports managers who want a clearer view of their team's work.
Does AI replace my team?
Its purpose is to support your team. The Virtual Receptionist can answer frequent questions and continue conversations according to the clinic's instructions. Team members can use suggested replies, take over conversations and pause automation when needed.
Can I organize multiple team members or locations?
Invisible includes tools for assigning conversations, organizing users and access profiles, and considering practitioners and locations within your workflow. During the demonstration, we discuss how to structure these tools around your team and contact numbers.
How do I know which features suit my clinic?
The right set of features depends on your workflow and the modules you use. During the demonstration, you can explore the AI, automation, scheduling and communication options available for your practice and see how they could work in your daily routine.
How does the demonstration work?
We start by understanding how your team works today, how contacts reach you and where the main difficulties lie. We then show Invisible examples relevant to your workflow and discuss the setup and next steps.
See how Invisible could fit your patient communication.
Tell us how your practice or clinic works. We will show you tools that can help your team organize conversations, follow up with contacts and manage the next steps.
