AI-assisted CRM for care businesses

Every lead, message and appointment of your clinic in one intelligent funnel

Harmony Connect centralises leads, WhatsApp, e-mail, qualification, scheduling, follow-up and patient history — with AI assistance where it saves your team the most time.

Ready to contractClinicsRequest a demo Talk to our team

What usually breaks in clinic commercial routines

  • Leads arriving through several channels and getting lost between phone, WhatsApp and social inboxes.
  • No visible funnel — nobody knows which patient is waiting for an answer.
  • Slow first response, which is the biggest reason a lead goes elsewhere.
  • Follow-up depending on someone remembering to call back.
  • Treatment history and commercial history kept in different places.

How Harmony Connect solves it

Harmony Connect gives your clinic a single commercial cockpit. Leads from every channel land in the same funnel, conversations stay attached to the patient record, AI helps qualify and draft replies, and scheduling plus follow-up tasks are triggered from the same place. The result is a team that answers faster and a manager who can finally see the pipeline instead of guessing.

Key features

Unified inbox

WhatsApp, e-mail and web-form leads consolidated into one conversation stream.

Commercial funnel

Visual stages from first contact to booked and completed treatment.

AI qualification

Assisted lead scoring, intent detection and suggested replies for the team.

Scheduling

Appointments linked to the patient record, professional and procedure.

Automated follow-up

Reminders and re-engagement tasks so no lead is silently dropped.

Patient and client history

Conversations, procedures, notes and documents on a single timeline.

Team management

Assignment, ownership and visibility of who is responsible for each lead.

Commercial indicators

Volume by channel, conversion by stage and response-time visibility.

Built for

Aesthetic and dermatology clinicsDental and health practicesWellness and therapy centresBeauty and hair studiosMulti-unit service networksAny appointment-driven business

What makes it different

  • AI applied where it saves real time, not as a gimmick.
  • Designed around how clinics actually sell and schedule.
  • Ready to contract, with configuration instead of a long build.
  • Extensible to your procedures, protocols and multi-unit structure.

Expected benefits

Faster first response

Centralised inbox and AI drafts shorten the time from lead to answer.

Nothing falls through

Every lead has a stage, an owner and a next action.

Context in every contact

The team talks to the patient with the full history in front of them.

Manager visibility

See the funnel, the channels and the team performance in one screen.

How it works

1. Setup

We configure units, professionals, services and funnel stages.

2. Connect channels

Your lead sources are pointed into the unified inbox.

3. Operate

The team works the funnel, schedules and follows up from one place.

4. Evolve

Indicators guide adjustments in the funnel, scripts and automations.

Pricing

Talk to our team — pricing is defined after we understand your operation.

Frequently asked questions

Is Harmony Connect ready to use?

Yes. It is a ready-to-contract product; onboarding is configuration, not development.

What does it cost?

Pricing depends on units, users and modules. Talk to our team for a proposal.

Does it replace my clinical record system?

It centralises commercial relationship and patient history. Integration with existing systems is evaluated case by case.

How is the AI used?

For qualification support, intent reading and reply suggestions — always with your team in control.

Can several units share one account?

Yes. Multi-unit structures are supported in the configuration.

Is patient data protected?

Access is controlled per user and role, and data handling follows privacy-by-design principles.

See Harmony Connect with your clinic's funnel configured

Products
Commercial request

Request a demo

Tell us about your operation and we will show the product working with your scenario.

No commitment. Pricing is discussed after we understand your operation.