WhatsApp CRM with AI for clinics

The ad brings the patient. Your clinic never loses the thread

Sales Flow brings customer service, CRM and AI together in one place. Every inquiry that arrives on WhatsApp already knows which ad it came from, and your team never loses the patient's history.

Set up in 48 hours. No lock-in

Illustrative platform demo with fictional names and figures.

Who we are

Technology proven in Brazil, the country where 147 million people use WhatsApp

+650K

messages processed

+55K

contacts served

+75K

automated sends

Sales Flow team
Sales Flow team
Sales Flow team
Sales Flow team
Sales Flow team
Sales Flow team

We were born in Brazil, a country of 220 million people and one of the heaviest WhatsApp users in the world. There, our platform already handles hundreds of thousands of messages, and now we're bringing that technology to Europe.

Illustrative platform demo with fictional names and figures.

Results

Sales
0
$1,485 in sales
Ad spend
$0
Spent on Meta in the period
Overall return
0.0×
Sales ÷ ad spend
Cost per sale
$0
Ad spend ÷ sales

Spend per day

$0$25$5009/1809/2009/2209/24

Sales per day

03509/1809/2009/2209/24

Funnel

TOPMIDDLEBOTTOM0Audience0Visitors0Leads0Booked

Where sales came from

  • Meta ad7 sales · 47% · $693

    Clicked a Meta ad.

  • Meta - Bio and organic3 sales · 20% · $297

    Bio link, profile, post, or ad with no campaign identified.

  • Google ad2 sales · 13% · $198

    Clicked a Google ad.

  • Direct access1 sales · 7% · $99

    Opened the site by typing the address or from a bookmark, with no origin signal.

  • Origin not identified2 sales · 13% · $198

    No visit recorded before the purchase.

Origin identified for 13 of 15 sales (87%). The rest have no recorded visit before the purchase.

Results

How much you invested, how much you sold and where each patient came from

Ad spend, contacts and patients for the period on a single screen. No spreadsheets, no manual math.

  • Spend and sales per day, side by side
  • The full funnel: from ad reach to appointment
  • Where each sale came from: Meta ad, Instagram or direct access

At the clinic, patients get lost the same way every time

The ad gets a click, the click becomes a WhatsApp message. And then? A mixed-up inbox, a different receptionist every shift, no history. It's easy to lose the patient, and with them the appointment you already paid to attract.

Without Sales Flow

  • The patient writes on WhatsApp and gets mixed up with every other inquiry
  • Each staff member handles it as best they can, with no patient history
  • You don't know which campaign brings patients who actually book

With Sales Flow

  • Every patient conversation stays organized, with full history
  • The AI replies, spots who wants to book and alerts your team
  • You know how many patients and appointments each campaign brought in

All in one place

Your ads, your website and your WhatsApp in one place

Sales Flow

One single panel

WhatsApp

Only on the front desk phone

Meta Ads

You don't know which ad worked

Web form

Stuck in the email inbox

Google Ads

One more dashboard to check

Excel

Copy and paste by hand

Your website

You don't know where the visit came from

Each channel on its own. Nobody sees the patient's full journey

Everything your clinic needs to stop losing patients along the way

No technical jargon. Just what changes day to day for your front desk and your team.

"September promotion"

You know which ad each patient came from

When a patient comes from a WhatsApp ad, the conversation already knows which ad it was. No spreadsheets, no guessing.

Live in minutes, no waiting

Start today, with the WhatsApp you already use at the clinic

Use the number you already have, with no approval queue. Whenever you want, move to the official API.

ColdWarmHotPaidProblem

The AI tells who wants to book from who's just asking

Each inbox has its own AI, which classifies the patient on its own.

Scheduled for Thursday 2 pm

Schedule the message for the right moment

Schedule a message to send later, whenever you want, without having to remember to send it on time.

How it works

Three steps, no complications

1

Connect your WhatsApp and your ads

Use the number you already have, no approval needed. We connect your Meta Ads lead forms for you.

2

Every conversation arrives with context

Your team sees which ad the patient came from, and the AI helps reply and spot who's ready to book.

3

Track everything in a single dashboard

From the ad click to the booked appointment, without switching tools or losing information along the way.

Sensitive data, taken seriously

You take your patients' data seriously. So do we

It's not just about selling more. It's about not putting at risk the trust your patients place in you.

Data encrypted, always

Your patients' messages and personal data are encrypted in the database.

Hosted in the European Union

Your data sits under one of the strictest data protection standards out there, the European one (GDPR).

You control who sees what

Set access levels for each person on your team: not everyone needs to see everything.

Simple pricing, no fine print

Fixed monthly subscription. No surprises, no plan hidden behind "talk to sales" for everything.

Most popular

Professional

US$ 149/mo

For clinics already investing in ads and talking to patients on WhatsApp every day.

  • Meta ad tracking
  • Official and unofficial API support
  • Up to 10 team members
  • AI per inbox, with automatic follow-up
  • Automatic WhatsApp replies to leads from your ads
  • Set up by our team in 48 hours
Book a demo

Scale

Custom

For clinic groups or larger operations that need something tailor-made.

  • Everything in Professional
  • Dedicated support from our team
  • Custom integrations
  • Inbox and team limits agreed with you
Talk to us

A cut of your messages? Not here!

Your official template messages are billed directly by Meta. We don't add any percentage on top.

Each automation (webhook triggered, broadcast, or follow-up sent) costs US$ 0.02

Common questions

Do I need Meta's official API to get started?+

No. You can start today with the number you already use, with no approval wait. When it makes sense for your clinic, you can move to WhatsApp's official API.

Is my data and my patients' data safe?+

Yes. Your patients' messages and personal data are encrypted, and every account's data is isolated from other Sales Flow customers.

Can I use the number I already use today?+

Yes. You don't need to switch numbers or migrate your contact base to start using Sales Flow.

Do I need to be good with tech?+

No. Our team sets everything up with you, and after that the dashboard is easy for your front desk and the rest of the team to use, no developer needed.

Ready to stop losing patients along the way?

We'll show you in 15 minutes

Book a demo

We'll show you Sales Flow in 15 minutes

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