Fewer lost opportunities
Know which leads have not received the next action.
ONE VIEW. EVERY OPPORTUNITY.
See every patient opportunity. Know what happens next.
Your CRM connects the systems your clinic already uses, tracks every lead through the patient journey, and assigns the next step to the right person or AI Employee.
Every lead has an owner and a next step.
CRM Pipeline
Aurora Dental Clinic
New Lead2$2,090
Contacted2$2,740
Qualified2$2,170
Booked2$3,080
Confirmed2$3,360
THE REVENUE LEAK
Getting the lead is not the same as getting the patient.
Revenue can disappear between the first contact and the completed appointment. MTS makes that movement visible, so your team knows which opportunities need attention before they go cold.
CRM Pipeline
Aurora Dental Clinic
New Lead2$2,090
Contacted2$2,740
Qualified0$0
Booked0$0
Confirmed0$0
01
NO MORE LOST OPPORTUNITIES.
Connected Pipeline
See every lead from first contact to confirmed appointment.
MTS brings lead activity into one operational view instead of forcing the team to search across disconnected systems.
CRM Pipeline
Aurora Dental Clinic
New Lead2$2,090
Contacted2$2,740
Qualified2$2,170
Booked2$3,080
Confirmed2$3,360
02
EVERY LEAD HAS AN OWNER.
Intelligent Assignment
Put every opportunity in the right hands.
Different work can be routed to different MTS AI Employees or to your front desk team, and it is always visible who owns it next.
Assignment flow
New Implant Lead
AI SDR
Qualified
Front Desk
Booked
03
NOT JUST A STATUS.
Activity Timeline
Know what happened before deciding what happens next.
Every lead carries a real event history, not just a stage label, so your team can see exactly where the conversation stands.
Activity timeline
- Lead received
- AI SDR contacted lead
- Reply received
- Appointment requested
- Appointment booked
- Reminder sent
- Appointment confirmedNow
04
WORKS WITH WHAT YOU ALREADY USE.
Connected Systems
Keep the systems your clinic already relies on.
MTS connects the workflow around the systems your clinic already uses. It does not require replacing them.
Connected systems
Your existing PMS
Your scheduling system
Your patient records
Your lead sources
MTS Revenue Infrastructure
CRM pipeline
AI Employees + your team
05
YOUR DATA STAYS YOURS.
Data Control
Your clinic owns its data. MTS operates the workflow.
Access follows the permissions and controls configured for your clinic. Data stays scoped to your clinic's account.
Your Clinic
Your Patient Data
MTS Infrastructure
Your Team + AI Employees
THE FULL JOURNEY
From first contact to confirmed appointment.
Lead
Opportunity identified
Contacted
Response recorded
Qualified
Interest confirmed
Booked
Appointment created
Confirmed
Reminder completed
Completed
Visit completed
Revenue
Value attributed
ONE COORDINATION LAYER
Humans and AI work from the same pipeline.
AI Employees handle defined workflows. Your team keeps visibility and control over every lead, at every stage.
One lead, one shared timeline
AI SDR
Qualifies the new lead
Front Desk
Handles the human conversation
Appointment Reminders
Confirms the visit
Recall Agent
Reactivates the patient later
WHAT CHANGES
Fewer opportunities slip through the gap.
Less front-desk chasing
Automate repetitive follow-up and reminders.
Clearer patient journey
See exactly where each opportunity sits.
More visible revenue
Connect completed actions to booked and completed appointments.
QUESTIONS TO ASK
Built to support your team, not replace it.
Does the CRM replace the systems my clinic already uses?
No. It connects around your existing PMS, scheduling system, and patient records instead of replacing them.
Who can see patient and lead data in the CRM?
Access follows the permissions and controls configured for your clinic. Data stays scoped to your clinic's account.
Can my team take over a lead the AI is handling?
Yes. Ownership can move between AI Employees and staff at any point. The CRM always shows the current owner and next action.
What happens if a lead is assigned to the wrong person or AI Employee?
Reassign it manually at any time. Nothing is locked once a lead is auto-assigned.
Does my clinic own the data in the CRM?
Yes. Your clinic owns its data. MTS connects and operates the workflow, and no certification claims are made beyond what MTS actually provides.
SEE THE GAP
Find the opportunities your clinic is already paying to create.
See where leads are being lost, where follow-up is breaking down, and where your existing patient demand can produce more booked appointments.