Optimize Your Marketing & Sales Using Automation

ADvance Leads is a web and mobile platform built to streamline tracking and automate the lead-to-patient conversion process for Aesthetic and Refractive Practices.

Partner Network

Perfect your marketing & sales with an all-in-one automation platform.

Lead Generation Forms
& Phone Call Tracking

Easily capture leads with ADvance Leads’ native forms or integrate your existing ones seamlessly using Zapier. Track and manage inbound and outbound calls, emails, SMS, MMS, live chat, and more—all from one powerful platform!

Automated Multi-Channel
Follow Up

Maximize the impact of your paid and organic marketing efforts with our automated, two-way follow-up campaigns. Designed to boost conversion rates, these campaigns are seamlessly managed through our integrated inbox, ensuring efficiency and effectiveness every step of the way.

Internal Marketing

Enhance the value of your leads by launching targeted marketing campaigns directly through ADvance Leads. Whether you’re connecting with your entire list or a specific segment, you can seamlessly promote events, specials, giveaways, or utilize our specialty campaigns to drive revenue and engagement.

Why do you need an Automated Sales & Marketing System?

Many practices find it challenging to streamline & manage the process from generating leads to scheduling consultations.

If your practice invests in marketing and advertising, you may be losing revenue and new patients due to human error. ADvance Leads automates lead followup and communication in a way that is difficult to replicate, even for the most seasoned sales people.

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Our Automated Marketing & Sales Platform optimizes the way practices manage opportunities and track results.

Initiate proper follow up through multi-channel follow up sequences designed to open conversations with your prospective patients. No need to be ready to respond at a moment’s notice, let ADvance Leads do the heavy lifting.

Enjoy ADvance Leads’ 2-way SMS and MMS messaging from within the platform. All users can enjoy seeing the full conversation that’s taken place without the need to use a personal cell phone! Furthermore, enjoy the convnience of 2-way Social Media Messaging on Facebook, Instragram, and Google My Business.

If you need to record incoming and outgoing calls for quality assurance and training, ADvance Leads has you covered. Plus, you can easily make calls directly from our mobile app.

ADvance Leads has the capability to allow potential patients to “self book” appointments and consultations. With additional setup, a booking/consult fee can even be charged. Adding the convenience to self book is frequently requested by patients. The calendar can even sync with Google Calendar.

In our CRM/Pipeline Area keep track of the actual revenue created within a contact and track the return on investment from your campaigns. By tracking revenue you’ll be able to make more informed business and marketing decisions.

Launch VIP membership programs, referral campaigns, flash sales, reactivation efforts, and more. With our specialty campaigns, you can maximize the value of your existing list and drive revenue growth.

ADvance Leads has been reviewed to ensure full compliance with HIPAA Privacy Rules and HIPAA Security Rules. All data is encypted before being written to disk and the databases use the 256-bit Advanced Encryption Standard.

All plans come with new opportunity campaigns, appointment/consultation messaging campaigns, and after hours automated messaging campaigns. Our plans include a birthday campaign, post consultation automations, and even post treatment automated campaigns.

ADvance Leads can integrate easily with most websites to feed leads into campaigns quickly and easily. Current integrations are with CallRail Calls, CallRail Forms, Gravity Forms, Typeform & many more with our Zapier API connectior.

ADvance Leads seamlessly integrates with multiple payment platforms, including Stripe, allowing you to sell gift cards, memberships, raffle tickets, event invites, products, special offers, and more. Patients can make purchases even when your office is closed, generating revenue around the clock. With ADvance Leads’ e-commerce capabilities, your practice can boost sales effortlessly.

Your Automated Sales & Marketing System All in One Place

Many practices face challenges with tech bloat, relying on multiple software systems to meet their needs. ADvance Leads streamlines your workflow by consolidating many of these platforms into a single, efficient system. This simplifies operations and boosts your team’s effectiveness.

  • Email Marketing System
  • Text Marketing System
  • Review System
  • Patient Scheduling System
  • Call Tracking System
  • Social Media Management Platform
  • Membership Management System
  • CRM
  • Website Chat Widget

Proven Effective
Specialty Campaigns

Utilize your existing patient/contact lists to generate more sales through our curated campaigns.

ADvance Leads presents a chance for your practice to re-engage prospects to generate quick revenue to add to your bottom line! This campaign is designed to reactivate consultations from the past 6-12 months that did not close. 45-Day Campaign that really works!

The Viral Giveaway campaign is perfect for cross-channel promotion. With ADvance Leads, you can schedule social media posts, send text and email announcements, and track referral links. Those who share the giveaway on their own channels will earn extra entries. All of this is managed and tracked automatically in the background for you.

Don’t lose patients after hours! If you get a call while you’re closed, our missed call text-back campaign will automatically contact the patient, asking if they’d like to schedule a callback for the next business day. Once they schedule, our system will notify your office and allow you to connect directly with the lead—no extra effort required!

Planning an open house or event at your practice? ADvance Leads lets you send out invitations, collect RSVPs, send confirmation messages, and follow up automatically to ensure you have a great attendance rate.

ADvance Leads for
Plastic Surgeons

Effortlessly turn leads into Consultations and grow your practice with ADvance Leads. Our platform streamlines your operations with a unified inbox, ROI tracking, automated lead follow-up, targeted marketing, and specialty campaigns. With ADvance Leads, you’ll have the tools to launch successful campaigns, boost revenue, and schedule more surgeries, all while maximizing efficiency.

“Tracking ROI is absolutely critical for our practice, and ADvance Leads has made it effortless. With our investment in online ads, the platform provides real data that helps us identify which campaigns perform best, allowing us to make smarter decisions. We also love the ADvance Chat widget integrated into our website—it’s been a fantastic tool for engaging with potential patients and enhancing their experience!”

-Dr. Waltzman, Owner, The Waltzman Institute

ADvance Leads for Medspas

ADvance Leads is essential for running a thriving medspa. With features like two-way texting, live chat widgets, online booking, and follow-up campaigns, you can seamlessly track leads and convert them into loyal, recurring patients. Plus, specialty campaigns like promotions and VIP programs make it simple to turn new patients into steady, long-term revenue.

“ADvance Leads has been a game-changer for our practice at Rejuve Medspa. It’s made tracking leads seamless and allowed us to send targeted marketing texts to both our patients and team with ease. Our staff quickly embraced the platform, leveraging its features to their fullest potential. Plus, we saw incredible success with online e-commerce gift cards, which brought in significant revenue. I can’t imagine running our operations without ADvance Leads!”

-Karen, Practice Manager, Rejuve Medspa

ADvance Leads for
Refractive Surgeons

ADvance Leads is a vital platform for refractive surgeons looking to streamline communication and grow their practice. Effortlessly engage with patients through two-way texting, send timely appointment reminders, and let leads self-book directly into your calendar. With robust ROI tracking and detailed analytics, you can measure campaign performance and ensure steady growth. ADvance Leads helps you maximize patient engagement, optimize your operations, and boost your practice’s success.

“ADvance Leads marketing has been a fantastic addition to our self-pay refractive practice at One EyeCare. It makes tracking leads simple from initial contact through paid services. The online self-scheduler is a game-changer—our leads are booking themselves onto our calendar with ease and streamlining the entire process! In addition, the automated pipeline responses save time and leads to more conversions. “

-Dr. Wu, Surgeon, Once Eyecare

Additionally, organizing piplelines and tracking leads and ad campaigns from start to finish allows a practice to increase ROI from marketing and advertising campaigns.

Most practices do not have properly defined systems around lead pipleline management and follow up procedures.

Capitalizing on your lead generation efforts requires persistance and organization. ADvance Leads was specifically designed to help automate the process around lead followup. In addition, organizing your leads into pre-defined pipeline stages will help the person assigned this task to be more organized and more efficient.

Practice staff rarely have skilled and trained salespeople dedicated to converting opportunities.

To say that the average practice staff member is spread thin and overtasked is an unspoken truth. Using a properly configured ADvance Leads account with a bit of training will enhance the conversion rates and efficacy of your team members. With the power of automation, ADvance Leads is like adding a dedicated salesperson to your staff.

We Grow Your Practice by Increasing Conversion Rates and ROI from your Advertising Campaigns.

ADvanced Leads was designed to house all of your marketing and sales data in a way that the average person can manage easily. This organization and enhanced tracking will allow you to make better decisions for your campaigns and increase return on investment.

Live Chat Widget
for your Website

With ADvance Leads there is no need for a complicated extra live chat software. With select packages, you can integrate our livechat software onto your website. Even after you are done with your initial messaging session, your new contact is saved into your account, and you can add them to sales pipleines and automated follow up campaigns. Integrate LiveChat onto your website today!

Ringless
Voicemails

Research shows that on average it takes 7 touchpoints to get ahold of a propsect. With this in mind, the automation power of ADvance Leads is extremely valuable. Our multi-channel follow up approach of SMS, MMS, and Email is enhanced by the use of Ringless Voicemails. Ringless Voicemails allow you to schedule pre-recorded messages that are automatically sent to a phone’s voicemail box. This, paired with the rest of the sequence, can increase the response rate significantly, boosting your ROI.

Automated Review Requests & Website Widget

Social Proof is one of the most powerful mechanisms when it comes to gaining the trust of a prospect. Third party validation in the form of reviews on websites like Google My Business allows a prospect to view how others feel about your practice. With our review system, you can request reviews & display your Google My Business positive reviews directly on your website in an integrated manner. This will help to reduce the loss of website traffic to Google My Business which should help with your on site conversation rates.

Multi-Channel
Follow Up Sequences

Each prospect has a unique way that he or she likes to communicate. While older prospects may prefer to have a phone conversation, many younger prospects prefer to text message. By using a multi-channel follow up campaign, you can cater to individual preferences when it comes to communication. Most importantly, ADvance Leads allows two-way communication on these channels to ensure that you never miss a response and can continue the conversation when your prospect is ready.

See how ADvance Leads can make a difference
for your practice

Request a Demo