Reporting & CRM

Every call, lead, and booking request in a single dashboard.

Book a demo See what it does

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Reporting and CRM

What it does

What it does for your practice.

Knowing how many calls actually turn into 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 report
A plain-language summary of what Velaire answered, booked, and recovered.
No spreadsheet
The data your practice needs to see is presented, not buried in raw call logs.

In your working day

Your morning starts with a clear picture.

See what came in, why people called, and what still needs a response. Calls and booking requests stay together, making the next action easier to spot.

01

Step 1Open the activity view for your practice.

02

Step 2Review call details and outstanding booking requests.

03

Step 3Use the monthly report to assess your coverage.

Illustrative workflow. Configuration varies by practice.

Questions

Reporting & CRM questions.

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.

What does the monthly report show?

What Velaire answered, what it booked and what it recovered, written in plain language rather than handed over as raw call logs.

Can we look at individual calls?

Yes. Every call is kept as a record: who rang, when, what they asked for and what was booked.

Is the dashboard included on every plan?

Yes. The dashboard and the monthly report come with Recovery, Growth and Pro.

Works together

The rest of your front office.

Book a demo

See it answer on your own numbers.

A 15-minute call. No patient information needed.

Let’s make room for better care

Your next caller
could be your next patient.

See how Velaire would handle the calls your practice misses. A personal walkthrough, built around your questions.

Let’s talk about your practice