Every potential with the right rep
The pipeline assigns each potential to a representative by data source and language; chats go to the next representative who speaks the language and hasn't reached their limit. You define the states, and who does what, and when, stays on record.
- Automatic assignment
- Chat limits
- Required flow
- State alerts
Automatic assignment by pipeline
Set up pipelines by data source, operation type and language. Each new potential is assigned automatically to a representative in the matching pipeline's queue; leads from your web forms go round-robin.
Queues and limits for chats
Meta Pipeline assigns each new chat to the next representative in line who speaks its language and hasn't reached their limit; set a daily, weekly or monthly limit per representative. Pause someone on leave with one click.
States and a required flow
Define your own states, then set the next step and required tasks for each one. A potential moves to the offer state when an offer is created and to the appointment state when an appointment is booked; the full history stays on record.
Duplicate detection
Repeat entries from the same phone number are flagged separately, so two representatives never call the same customer.
Also included
State alerts and WhatsApp notifications
If a potential doesn't move within the time you set, an alert is raised, and all alerts are gathered in one list. When the state changes, the customer and the representative get a templated WhatsApp message.
Other features
Frequently asked questions
What exactly is Docvivo CRM and which industries is it for?
Docvivo CRM is a customer and client management platform built for healthcare institutions, clinics, dental clinics, aesthetic centers and consultancies, with pipeline support and ChatGPT API integration.
Does Docvivo CRM meet KVKK and data security requirements?
Yes, Docvivo CRM is 100% compliant with KVKK and GDPR. Data is encrypted with 256-bit SSL. User-based permissions and digital consent approvals are managed securely.
From first message to sale, start today
Create your free account, connect your channels and greet your first potential. Wherever you get stuck during setup, our team is there to help.
