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LeadDesk

Every enquiry with an owner, a next step and a cost per lead.

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What it is

Every call, missed call, walk-in, WhatsApp message, website form and ad lead lands in one pipeline: new → contacted → booked → consulted, or honestly lost with a reason. Each one carries an owner, the next thing somebody will do and the date they will do it, and an append-only log of how it got where it is. Your public page can carry an enquiry form; an unanswered WhatsApp from an unknown number opens an enquiry by itself; and a lead form on Meta, Google, JustDial or Practo posts in through an API key without ever creating the same enquiry twice. Type in what each source cost you this month and the Sources tab tells you your cost per lead, and what those enquiries went on to be billed. The Attribution tab credits each enquiry, booking, patient and rupee billed to the sources or campaigns it arrived through — all to the first arrival, to the last before it was booked, or shared between them — from the campaign form fills and imports it recorded; an enquiry with no recorded arrival counts once against its own source, never a guess. For a chain on one number, Phone Calls has a Book any branch tab: the agent finds the caller by number, sees the soonest free times at every branch side by side (narrowed by doctor or department), and books into that branch’s own diary, with the day’s call-centre bookings counted per branch.

Who uses it: Built for: Every specialty
Reads: Patient record, appointments, consents
Writes: Leads, conversions, marketing consent, monthly ad spend
Never: It does not import contact lists, does not poll ad platforms, and does not message an enquiry that has not opted in — the follow-up nudge skips them and writes down why.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: Operational history stays queryable for audit.

How it works

Add the enquiryName, phone, where it came from and what they are asking about. An open enquiry already on that phone number is merged into rather than duplicated, and one arriving through an API key with the same external reference is merged the same way.
Work the boardOne column per stage: new, contacted, booked, consulted, lost. Each card carries its owner, days in stage and the next action, marked overdue once its date has passed. Filter to Mine, by source, or Due today.
Move it onContacted, then Book consult against an appointment already made, then Consulted against the registered patient. Lost asks for a reason so the Sources report can group it; Next action needs both the action and a date.
Own itTake it makes the enquiry yours; Reassign… hands it to a colleague with an active account, or to nobody.
Read the Sources tabFor each source: enquiries, the share contacted, booked and consulted, spend, cost per lead and what those enquiries went on to be billed. Spend is one figure per source per month typed on the Spend tab; nothing is polled from an ad platform.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not import contact lists, does not poll ad platforms, and does not message an enquiry that has not opted in — the follow-up nudge skips them and writes down why.

AI in LeadDesk

AskQuestions about what is on screen — “What needs attention in LeadDesk today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

LeadDesk — Enquiries — Turn enquiries into booked consultations — 01Enquiries — Turn enquiries into booked consultationsCaptured from the running demo clinic

01Enquiries — Turn enquiries into booked consultationsCaptured from the running demo clinic

1 of 1

Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 7

AdLeadCapture BillDesk ConsentVault ExportDesk Patient Registry SiteFront SlotGrid

Hands to · 7

AdLeadCapture AdmitLine Automations ConsentVault ExportDesk Insights ReferralNet

See the whole clinic →

Questions clinics ask

What does LeadDesk do?

Every enquiry with an owner, a next step and a cost per lead. Every call, missed call, walk-in, WhatsApp message, website form and ad lead lands in one pipeline: new → contacted → booked → consulted, or honestly lost with a reason. Each one carries an owner, the next thing somebody will do and the date they will do it, and an append-only log of how it got where it is. Your public page can carry an enquiry form; an unanswered WhatsApp from an unknown number opens an enquiry by itself; and a lead form on Meta, Google, JustDial or Practo posts in through an API key without ever creating the same enquiry twice. Type in what each source cost you this month and the Sources tab tells you your cost per lead, and what those enquiries went on to be billed. The Attribution tab credits each enquiry, booking, patient and rupee billed to the sources or campaigns it arrived through — all to the first arrival, to the last before it was booked, or shared between them — from the campaign form fills and imports it recorded; an enquiry with no recorded arrival counts once against its own source, never a guess. For a chain on one number, Phone Calls has a Book any branch tab: the agent finds the caller by number, sees the soonest free times at every branch side by side (narrowed by doctor or department), and books into that branch’s own diary, with the day’s call-centre bookings counted per branch.

What data does LeadDesk read and write?

LeadDesk reads patient record, appointments, consents and writes leads, conversions, marketing consent, monthly ad spend. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does LeadDesk deliberately not do?

It does not import contact lists, does not poll ad platforms, and does not message an enquiry that has not opted in — the follow-up nudge skips them and writes down why.

What happens to our data if we uninstall LeadDesk?

Operational history stays queryable for audit.

Is LeadDesk available today?

Yes — LeadDesk is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see LeadDesk running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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