ForevrOneApp: Centralized Lead Management for Clinics in the U.S.

A unified platform built to simplify patient bookings, improve lead triaging, and ensure no opportunity is missed—through seamless Calendly and CallRail integration.

Industry

Healthcare

Services Delivered

UI/UX Design, Web Platform Development, API Integration (Calendly & CallRail), QA

Tech Stack

Figma, React, AWS, Calendly API, CallRail API

Region

USA

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Patient Lead Management Hero Image
Patient Lead Project Illustration

About The Project

Foreverone aimed to fix the problem of how clinics in the United States manage appointments and leads. A wide variety of clinics report that they receive customer booking data on their calendars disconnected and scattered from different sources including Calendly and even CallRail. As this project is expected to systematically unify and align such systems, it is not possible to overemphasize the need for an efficient patient leads triage, management, and short-follow-up system.

The Challenge

The Problem: Fragmented Booking Data & Inefficient Lead Management

Customer booking data is one of the main potential difficulties that clinics have to confront. Clinics using Calendly to capture bookings and CallRail to track calls were not able to view leads from a single interface. This was because there was a lack of an efficient lead triaging system, hence leading to cases of missed leads and poor sequencing when following up with the patients. Our task was that we need to overcome these gaps by achieving Calendly and CallRail integration and providing a centralized dashboard and high-level lead management.

The Solution

The project was divided into two core components:

Admin Panel

Admin Panel User Icon Calendly Integration

Complete integration with Calendly and CallRail APIs for real-time data sync

Admin Panel User Icon Dashboard

Customizable dashboard to track new, triaged, missed, and referred leads

Admin Panel User Icon Lead Records

Editable and filterable lead records including booking info and call transcripts

Admin Panel User Icon Clinic Users

Ability to add and manage clinic users with secure role-based access

Clinic Dashboard

Clinic Dashboard User Icon Real-Time Leads

Real-time view of incoming patient leads and follow-up needs

Clinic Dashboard User Icon Custom Filters

Custom filters to prioritize new patients, missed calls, or referrals

Clinic Dashboard User Icon Transcription

Built-in transcription and playback for call recordings

Clinic Dashboard User Icon Editable Records

Editable lead records to ensure up-to-date contact and appointment data

Patient Lead Management Dashboard Screenshot Patient Lead Management List Screenshot Patient Lead Management Details Screenshot

Key Features

Admin Panel Features

Check Mark Calendly Integration

Calendly and CallRail API Integration for Unified Data Access

Check Mark Custom Filters

Custom Filters to Sort Leads by Type and Priority

Check Mark Editable Records

Editable Lead Records for Follow-Up and Case Tracking

Check Mark Follow Up

Editable Lead Records for Follow-Up and Case Tracking

Clinic Dashboard Features

Check Mark Real-Time Leads

Real-Time View of All Leads: New, Triaged, and Missed

Check Mark Call Transcription

Call Transcription and Playback Integrated with Records

Check Mark Intelligent Sorting

Intelligent Lead Sorting for Faster Response

Check Mark User Account Management

User Account Management and Secure Role-Based Access

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Get In Touch

Whether you're looking to build a custom digital product, revamp your existing platform, or need expert IT consulting or you need support, our team is here to help.

Contact Information

Have a project in mind or just exploring your options? Let's talk!

Close +91 81785 59229
email contact@trawlii.com
location Faridabad, India

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