Optimize Your Marketing & Sales using Automation

ADvance Leads is a web and mobile platform designed specifically to simplify tracking and automation of the lead-to-patient conversion process for Aesthetic & Refractive Practices.

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

Lead Generation Forms
& Phone Call Tracking

Use ADvance Leads’ native forms or integrate your own using Zapier. Track inbound and outbound Calls, Emails, SMS, MMS & more!

Automated Multi-Channel
Follow Up

Get the most out of your paid
and organic marketing campaigns
with automated 2-way follow up campaigns designed to optimize your conversion rates.

VIP Membership
Programs

Manage & Promote your membership and VIP programs in ADvance Leads with Automated Billing and Payment Plans.

Why do you need an Automated Sales & Marketing System?

Most practices cannot easily manage the process between lead generation and consultation scheduling.

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

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


1. Multi-Channel Automated Follow Up

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.

2. Two-way Text Messaging

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 convenience of 2-way Social Media Messaging on Facebook, Instagram, and Google My Business.

3. Call Recording & Tracking

Should you want to record incoming and outgoing calls for quality assurance and training purposes, ADvance Leads is setup with that capability. ADvance Leads can also sync with Call Tracking Software, CallRail.


4. Self Booking System

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.

5. Revenue Tracking & Reporting

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.

6. VIP/Membership Programs

Setup and manage your membership programs within ADvance Leads! VIP Memberships have become a popular way to ensure loyalty and client retention. ADvance Leads can even handle your recurring billing.


7. HIPAA Compliance

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

8. Pre-Built Follow Up Campaigns

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

9. Integrations

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 connector.

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 convenience of 2-way Social Media Messaging on Facebook, Instagram, and Google My Business.

Should you want to record incoming and outgoing calls for quality assurance and training purposes, ADvance Leads is setup with that capability. ADvance Leads can also sync with Call Tracking Software, CallRail.

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.

Setup and manage your membership programs within ADvance Leads! VIP Memberships have become a popular way to ensure loyalty and client retention. ADvance Leads can even handle your recurring billing.

ADvance Leads has been reviewed to ensure full compliance with HIPAA Privacy Rules and HIPAA Security Rules. All data is encrypted 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 Elite and Elite Max 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 connector.

Additionally, organizing pipelines 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 pipeline management and follow up procedures.

Capitalizing on your lead generation efforts requires persistence and organization. ADvance Leads was specifically designed to help automate the process around lead follow-up. 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.

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

ADvance 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.

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Ringless
Voicemails

Research shows that on average it takes 7 touchpoints to get ahold of a prospect. 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.

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iPhone Chat

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 pipelines and automated follow up campaigns. Integrate LiveChat onto your website today!


Mobile Demo

Review Widget
on your Website

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 widget, you can 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.

Mobile Demo

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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.


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 pipelines and automated follow up campaigns. Integrate LiveChat onto your website today!

Ringless
Voicemails

Research shows that on average it takes 7 touchpoints to get a hold of a prospect. 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.


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.

Review Widget
on your Website

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 widget, you can 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.

Sales Pipeline
Management &
Reporting

Customizable dashboards within ADvance Leads allow you as the practice owner to understand what is in your sales pipelines, as well as view revenue and roadblocks within your processes, so you can optimize your business practices.

ADvance Leads also allows you to create multiple sales pipelines customized to your practice offerings. This can help to ensure that your practice offerings stay separated so you can more easily cater your sales process, messaging, and tracking for the best results.

Complete the form below
to request Pricing and a Video Demo

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