AI CRM for clinics
Your clinic needs a system.
Not more tools.
We combine our CRM with proprietary AI to centralize scheduling, confirmations, reminders and clinical follow-ups in an APP, so the clinic manager can oversee and decide everything from their phone.
Run your clinic from your phone with AI
Pipeline · Live
142 opportunities
NewNew
38
Qual.Qualified
24
ProposalProposal
18
ClosedClosed
9
María González
$1.840
Carlos Martín
Lead — Inmobiliaria
Revenue today
$16,580
+0% today
47 leads today · Auto
The real problem
Most clinics lack structure and procedures.
Inbox · without a system
Your team doesn't need more tools. They need the system to reply first.
Patients don't confirm and leave gaps in the schedule.
Reception spends hours calling to remind appointments.
Lack of post-consultation follow-up loses repeat visits.
Hard to know which patients need recall and which already came back.
Patient history and communication scattered across tools.
No real visibility of patient flow or profitability per treatment.
We build the system that connects your whole clinic in seconds on your phone.
How the system works
The CRM should do the work. Not create it.
Most systems end up being just another operational burden. Ours automates a good part of your team's work.
Estimate based on your company type
15 people · ~300 leads/month
Time savings
What your team stops doing by hand.
Monthly summary
Manual work your team stops doing:
0h
automated each month
Daily
5.3h
Yearly
1,392h
Ahorro en gestión · a $20 USD/h
$0USD/month
≈ $27,840 USD per year
Less admin. More execution.
Mobile operational intelligence
Your whole company, accessible with AI from your phone.
Not AI for demos. AI for real operational work. Query any data and create tasks, meetings and notes for your team in seconds.
Assistant
Online
How many appointments are confirmed today?
18 confirmed, 4 pending. The AI has already sent reminders.
Which patients are due for recall?
9 patients with no visit >6 months. Ready for reactivation.
Create a task for Paula: call Martín Sosa today.
Task assigned to Paula · Due today 6:00 PM · Notification sent.
How many new patients came in this week?
23 new patients. 8 already with first appointment booked.
Pull a report of the most profitable treatments this month.
Report generated · Top 3: Implants ($14.2K), Orthodontics ($9.8K), Cleanings ($6.4K).
What's our no-show rate this month?
No-shows: 6.2% (was 19% before the system).
What's the patient satisfaction?
Current NPS: 78. 12 new reviews this week.
Which patients have outstanding payments?
14 patients with a balance, totaling $7,840. Automatic reminders active.
Your business data, instantly at hand. From anywhere.
Team experience
Teams that stop repeating tasks are teams that produce more.
When your people don't waste hours on manual work, they spend those hours on what moves the business.
What they stop doing
- Copying data between spreadsheets
- Resending follow-up emails
- Searching info in 5 places
- Moving leads between systems
- Confirming bookings by hand
- Generating reports manually
- Remembering pending tasks
- Updating statuses one by one
Manual work that adds no value → automated.
Time freed up
up to 70%
of operational work
Capacity per person
+3×
with the same team
What they do instead
High-value work.
Close sales, serve customers well, build relationships, decide with data.
The difference that changes everything
Traditional CRMvsTFB AI System.
It's not just a CRM with AI. It's an operational layer that works for your company + a proprietary app so the leader can decide from their phone.
Traditional CRM
TFB AI System
Designed for
Traditional CRM
Operational teams. The leader is just an observer of the system.
TFB AI System
The leader. A native app to make decisions from the phone, with operations running on autopilot beneath.
Customer service and qualification
Traditional CRM
Your team replies and qualifies one conversation at a time. If they're away, it's lost.
TFB AI System
AI agents handle and qualify leads 24/7, on any channel, in your brand voice.
Recontacts and meetings
Traditional CRM
Manual reminders. What the team forgets, falls through.
TFB AI System
Automations that recontact, schedule and confirm meetings with no human intervention.
Internal tasks and processes
Traditional CRM
Assigned by hand, living in spreadsheets or scattered chats.
TFB AI System
AI creates, assigns and supervises tasks inside each customer's flow.
Customer processes
Traditional CRM
Each stage depends on someone triggering it manually.
TFB AI System
Automatic actions at every stage: communication, documents, follow-ups, closures.
Queries and reports
Traditional CRM
Pulling a report takes hours or depends on someone else on the team.
TFB AI System
You ask the AI from your phone. Instant answer, 24/7.
Decision-making
Traditional CRM
You look at dashboards and decide by intuition or wait for meetings.
TFB AI System
The AI debates with you: shows scenarios, compares options and proposes next steps.
Leader mobility
Traditional CRM
Visibility fragmented across panels. Hard to operate from the phone.
TFB AI System
Native app with everything: sales, leads, team, reports, AI. In your hand, all the time.
We work with dental, aesthetic, hair and multidisciplinary clinics
What it is and what it's for
What is a CRM for clinics?
A CRM for clinics is the platform that centralizes the relationship with each patient: scheduling, confirmations, reminders, recall and post-consultation follow-up in a single system. Combined with AI, it automates the repetitive part (notifying, recontacting, routing) and frees the reception team to focus on what adds human value.
What a CRM for clinics is for
Reduce no-shows
Automatic confirmations via WhatsApp and email cut no-shows from 19% to 6% in a few weeks, without reception making calls.
Reactivate inactive patients
The AI detects patients with no visit in X months and triggers personalized recall campaigns with no manual work.
Centralize patient history
All communications, appointments and notes in a single record, accessible from the clinic manager's phone.
Measure profitability per treatment
Automatic reports on which treatments generate more revenue and which cost more team effort.
Frequently asked questions
What we've already solved with real clinics.
We learned working with clinics that depend on patient flow to grow. The idea is simple and critical for the coming years: adapt your clinic to the future of healthcare management.
Yes. We integrate with medical management systems via API or webhook, keeping the record where it is and centralizing patient communications in TFB.
Built for real companies
Designed for companies that need structure and scalability.
Recognition
OpenAI Select Partner
The Funnel Box was recognized within the OpenAI Partner Network as a Select Partner — the tier that distinguishes firms with demonstrated ability to deliver AI solutions in real enterprise environments.
Read the announcement
Forbes Business Council
The Funnel Box's application to Forbes Business Council was pre-approved on merit and business track record — Forbes' curated community for business leaders.
Request a demo
Your business already generates plenty of complexity.
We build the system that organizes it.
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