{"product_id":"add-on-crm-setup-integration","title":"Add‑on — CRM Setup \u0026 Integration","description":"\u003csection id=\"addon-crm\"\u003e\n\u003ch2\u003eAdd-on: CRM Setup \u0026amp; Integration\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eIdeal for clinics needing to organize, track, and automate their patient lead flow from first click to booked appointment.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis one-time setup transforms your CRM from a simple contact list into a powerful sales and marketing engine, ensuring no lead falls through the cracks.\u003c\/p\u003e\n\u003ch3\u003eWhat's Included:\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Pipeline Build:\u003c\/strong\u003e We design and build a custom  \u003cem\u003epipeline \u003c\/em\u003e (e.g., \"New Lead,\" \"Contacted,\" \"Booked,\" \"Patient\") tailored to your clinic's workflow.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustom Fields:\u003c\/strong\u003e Creation of  \u003cem\u003ecustom contact fields \u003c\/em\u003e to capture essential patient data (e.g., \"Service of Interest,\" \"Location\").\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBasic Automations:\u003c\/strong\u003e Setup of essential automations like  \u003cem\u003elead assignment notifications\u003c\/em\u003e to your team and automated \"task creation\" for follow-ups.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard Setup:\u003c\/strong\u003e A basic \u003cem\u003ereporting dashboard\u003c\/em\u003e to track lead volume, conversion rates, and team activity.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eRequirements:\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eAn active subscription to a supported CRM platform.\u003c\/li\u003e\n\u003cli\u003eAdmin access to your CRM and any lead sources (e.g., website forms, ad accounts).\u003c\/li\u003e\n\u003cli\u003eA clear breakdown of your internal sales or front-desk process for handling new inquiries.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eKey Terms \u0026amp; FAQ\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSupported Platforms:\u003c\/strong\u003e We primarily specialize in \u003cem\u003eHubSpot\u003c\/em\u003e and \u003cem\u003eClickUp \u003c\/em\u003e. Other platforms can be supported on a case-by-case basis; please inquire.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProject Timeline:\u003c\/strong\u003e This one-time setup project is typically completed within 10-14 business days after a full discovery session.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWhat's Not Included:\u003c\/strong\u003e This does not include the monthly license fee for your CRM software or ongoing, day-to-day management.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/section\u003e","brand":"The Smile Inc.","offers":[{"title":"Default Title","offer_id":50374648201520,"sku":null,"price":11850.0,"currency_code":"EGP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0919\/1938\/4880\/files\/27.webp?v=1767845735","url":"https:\/\/thesmileinc.com\/products\/add-on-crm-setup-integration","provider":"The Smile Inc.","version":"1.0","type":"link"}