Medical practices
Chat and book appointments with patient history at hand.
CRM for doctors and clinics
Your clinic’s communication,
in one platform.
Connect official WhatsApp to your team and schedule. Organize inquiries, automate follow-ups and track every stage of communication with AI and data.
Your team and conversations in one place.
Bring official WhatsApp, conversation history and assigned team members into a shared inbox. Your team continues each conversation with the context at hand.
Explore this featureKnow where every inquiry stands.
View inquiries in Kanban, pipeline or table layouts. Use sources, tags and filters to find new inquiries, conversations in progress and pending follow-ups.
Explore this featureFrom a conversation to a booked appointment.
Check availability, book during the conversation and track WhatsApp confirmations and reminders, with professionals and locations organized.
Explore this featureUnderstand the numbers and communication quality.
Review inquiry sources and progress, export reports to Excel and use conversation analyses to guide your front-desk team.
Explore this featureSupport for recurring questions.
Guide AI with your clinic’s information, including for after-hours inquiries. Your team can use suggested replies, take over the conversation and pause automation.
Explore this featureContinue conversations that went quiet.
Organize follow-ups with messages, intervals, conditions and attempt limits. Track delivery and pause the follow-up when the person replies.
Explore this featureConnect with your contact base in an organized way.
Segment contacts, personalize approved templates and schedule campaigns through the official WhatsApp API. Track messages with consent and opt-out controls.
Explore this featureOfficial WhatsApp API
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Who it’s for
Built for teams who care for patients on WhatsApp.
Your practice has its own challenges. Invisible helps connect conversations, your team and the next steps in patient communication.
Clinics with multiple specialties
Organize schedules by professional and location.
Busy front desks
Share the inbox and assign each conversation to a team member.
Teams with repetitive tasks
Use AI and automations to support everyday work.
Managers who need visibility
Use reports and conversation insights to guide your team.
Clinics that keep in touch
Organize follow-ups and continue each conversation.
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 team connected to the official WhatsApp API.
Bring communication through the official WhatsApp API into a shared queue. Review the history, assign conversations and keep track of unanswered messages, even when your clinic uses several phone numbers.
- Official WhatsApp API with the phone line shown in each conversation
- Shared queue, assignments and conversation filters
- Text, audio, video, files and quick replies
In your clinic’s daily work
See it in a demonstrationA team member takes over a conversation started by a colleague and checks its history before replying. The patient can continue talking to your clinic without starting again.
Explore all featuresInbox
Connect through the official API
Communicate with patients on WhatsApp and identify the phone line used for each message.
- Send and receive through the official API
- Conversation history identified by WhatsApp number
- Choose the official phone line for replies
Organize your team’s queue
Team members can find their conversations, while managers can follow outstanding requests.
- Assign conversations to team members
- Filter open, assigned and unanswered conversations
- Pin, resolve or reopen a conversation
Keep the context close
Review past messages and use formats and templates that support everyday replies.
- Images, audio, video and documents
- Quick replies and personalized message templates
- Read status and Virtual Receptionist pause
Pipeline and follow-up
See who arrived, who is being assisted and who needs a follow-up.
Follow contacts through a visual pipeline and see where each conversation stands. Use stages, sources and patient details to organize priorities and continue communication with context.
- Kanban, funnel and table views
- Contact sources, tags and statuses
- Filters for different types of patient communication
In your clinic’s daily work
See it in a demonstrationYour manager filters inquiries from Google and finds who is still being assisted, who needs a follow-up and who has moved on to booking.
Explore all featuresPipeline
See each stage
Choose the view that helps your team follow contacts on their way to booking.
- Kanban to follow the stages
- Table to review contacts
- Funnel view to understand progress
Understand each contact
Use details that help your reception team recognize needs and decide on the next step.
- Contact source and tags
- Commercial and clinical statuses
- Patient and appointment types
Set priorities with filters
Review groups of contacts and find the conversations that need attention.
- Periods and custom date ranges
- Source, status and appointment type
- Filter by WhatsApp phone number
Reports, insights and feedback
Follow the numbers. Understand the conversations.
Track new contacts and pipeline stages in filtered reports that can be exported to Excel. In Insights, review conversation, topic and quality analyses to inform management decisions and support your team’s development.
- Filtered reports and Excel export
- Insights into conversation topics and quality
- Feedback and analysis to support your team
In your clinic’s daily work
See it in a demonstrationWhen reviewing a period, you check inquiry sources and progress, analyze conversations and use the insights to guide specific feedback for your front desk.
Explore all featuresAnalytics
Reports for daily operations
Review indicators and breakdowns to understand where contacts come from and how they progress.
- Filters by period, source and status
- Charts by source and appointment type
- Export data to Excel
Insights from conversations
Explore recurring topics and communication quality through analyses of conversation history.
- Topic and quality analysis
- History of conversation analyses
- Communication indicators by period
Feedback to develop your team
Use analysis findings to support management conversations and team training.
- Team member and performance reports
- Identify communication bottlenecks
- Suggestions for replies and AI instructions
AI Virtual Receptionist
AI support for your front desk, including outside office hours.
Set up the Virtual Receptionist with details about practitioners, treatments, locations and opening hours. It helps with frequent questions and ongoing conversations, while your team can use suggested replies and take over when needed.
- Instructions and context defined by your clinic
- Suggested replies and handover to a person
- Testing, working hours and pause rules
In your clinic’s daily work
See it in a demonstrationSomeone gets in touch outside office hours. The Virtual Assistant shares the information defined by your clinic and routes the conversation through the configured workflow. Your team can take over with the history available.
Explore all featuresVirtual Receptionist
Guide patient communication
Adapt the instructions to your clinic’s information and approach to patient communication.
- Location, practitioner and treatment context
- Introduction and handover rules
- Instructions and example conversations
Keep your team in control
Use AI to support reception and define when a conversation needs a person.
- Suggested replies for team members
- Pause when a person takes over
- Pause and reactivate by contact
Test and refine the workflow
Review the Virtual Receptionist’s behavior and organize its activity around your working hours.
- Test replies before applying changes
- Working hours, exceptions and away messages
- Conversation analysis and improvement suggestions
Sponsored messages on WhatsApp
WhatsApp campaigns for the right audience.
Create message campaigns through the official WhatsApp API, using approved templates and segmented audiences. Prepare the content, schedule messages and track results with consent and opt-out controls.
- Official WhatsApp API and approved templates
- Segmentation, personalization and scheduled messages
- Testing, statistics, consent and opt-out controls
In your clinic’s daily work
See it in a demonstrationYour clinic selects a list of contacts with consent, reviews recipients and the message template, schedules a relationship campaign and follows delivery statuses.
Explore all featuresCampaigns
Prepare official message templates
Use approved templates to start conversations with your campaign’s recipients.
- Templates with personalized variables
- Content with images or video
- Check template approval status
Choose the audience and timing
Organize who should receive each campaign and plan your clinic’s communication.
- Contact lists and segmentation
- Schedule message campaigns
- Consent and opt-out controls
Test and review results
Check your campaign before sending and use the statistics to guide future communication.
- Preview recipients and content
- Test and compare template versions
- Campaign statistics and message status
Follow-up and relationships
Take the next step with people who stopped replying.
Organize follow-ups for people who stopped replying and re-engage contacts according to your clinic’s rules. Build sequences with messages, waits and conditions, pause when a contact responds and follow satisfaction after care.
- Follow-ups and re-engagement with sending rules
- Workflows with messages, waits, conditions and pauses
- NPS surveys and review requests
In your clinic’s daily work
See it in a demonstrationAn inquiry asked for information and did not reply again. Your team organizes a follow-up within the defined hours, tracks attempts and continues the conversation when the person responds.
Explore all featuresFollow-ups
Follow up with clear criteria
Plan how to reconnect with patients and contacts whose conversations did not move forward.
- Queue of contacts awaiting a response
- Eligibility rules and attempt limits
- Permitted days and times for sending
Build follow-up sequences
Organize the next steps and adapt the sequence to what happens in the conversation.
- Messages and templates in sequence
- Wait steps and conditional checks
- Pause follow-up when the contact replies
Maintain patient relationships
Follow the patient experience and keep a history of the follow-ups your clinic has made.
- Satisfaction and NPS surveys
- Review requests after appointments
- Follow-up and re-engagement history
Scheduling and confirmations
Move from a conversation to a time on the schedule.
Check availability and create appointments while speaking with patients. Organize practitioners, locations and available times, connect Google Calendar and follow confirmations and reminders according to your clinic’s setup.
- Daily and weekly calendars by practitioner and location
- Book from the chat and connect Google Calendar
- Confirmations, reminders and recorded responses
In your clinic’s daily work
See it in a demonstrationDuring a WhatsApp conversation, your team checks the professional’s availability, records the appointment and follows its confirmation as part of the same routine.
Explore all featuresScheduling
Organize availability
See each practitioner’s schedule and the appointment times offered by your clinic.
- Daily and weekly views
- Filters by practitioner and location
- Working hours and blocked time slots
Connect conversations and bookings
Create appointments with patient details close at hand and keep track of scheduling changes.
- Book directly from the chat
- Reschedule and cancel appointments
- Google Calendar integration
Follow confirmations
Plan reminders and see how patients have responded before their appointments.
- WhatsApp confirmations and reminders
- Recorded yes or no responses
- Delivery status and rescheduling queue
Patient and clinical information
Patient history and information within your team’s reach.
Bring together patient details, appointment history and communication with your clinic. Depending on the enabled modules, review clinical documents and records and give patients access to authorized information through the patient portal.
- Patient details, history and relationship information
- Documents and records according to enabled modules
- Patient portal and public booking calendar
In your clinic’s daily work
See it in a demonstrationAt the next contact, your team checks the history and authorized records. The portal and public booking page also let patients access the interactions made available by your clinic.
Explore all featuresPatients
Connect patient details and history
Find the information your team needs to recognize patients and support daily work.
- Patient search and registration
- Appointment history and associated contact
- Practitioner, treatment, insurance and location
Organize documents and records
Clinical features depend on the modules enabled and the configuration adopted by your clinic.
- Medical history, examinations and documents
- Prescriptions, medical certificates and test requests
- Consent, signatures and AI-generated summaries
Make patient access easier
Offer ways to view authorized information and book appointments with your clinic.
- Portal with authorized patient information
- Public calendar by location and practitioner
- Treatment selection and available times
More tools for your practice
Organization for the details of your working day.
Users and access profiles
Organize users and module permissions according to each person’s role in your clinic.
Locations and practitioners
Set up locations and practitioners so communication and scheduling reflect your clinic’s structure.
Insurance and treatments
Keep insurance and treatment options organized to support patient registration and reception tasks.
Tags and classifications
Use tags, sources and contact types to organize your patient base and find relevant groups.
WhatsApp phone lines
Organize your contact numbers, identify the line in each conversation and choose an official line for replies.
Templates and media library
Prepare quick replies and templates with variables, images and videos for different moments in a conversation.
Modules for your workflow
Configure the modules used by your clinic and organize feature access around your team’s needs.
Action history
Review action records to support administrative oversight of your clinic’s operations.
Working hours and automation
Adjust opening hours, exceptions and automation rules to reflect each location’s workflow.
Who is Invisible CRM for?
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 Invisible use the official WhatsApp API?
Yes. Patient communication and message campaigns use the official WhatsApp API. Messages initiated by the clinic use approved official templates, in line with applicable WhatsApp rules. You can organize several official phone lines, identify the line in each conversation and manage consent and opt-outs in campaigns.
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 a follow-up differ from an appointment reminder?
A reminder relates to a booked appointment: it helps request confirmation and remind patients of the time, with their response recorded. A follow-up resumes a conversation that did not progress or reconnects with someone who stopped replying, using rules for attempts, timing and pausing when they respond. Both are configured around your clinic’s workflow.
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.
Request a demonstration