Services ยท Reporting and CRM
Reporting & CRM
Knowing how many calls actually turn into booked patients is hard to track by hand. Velaire keeps every call, lead, and booking request in one place, with a monthly report that shows what happened and why it matters.
One dashboard
Calls, leads, and bookings in a single view instead of scattered across a phone log and a calendar.
Monthly ROI report
A plain-language summary of what Velaire answered, booked, and recovered.
No spreadsheet required
The data your practice needs to see is presented, not buried in raw call logs.
FAQ
Questions about this
Who can access the dashboard?
Whoever you give access to on the account. It isn't limited to a single login.
Can I export the data?
Yes, the monthly report is provided in a format you can keep or forward.