🧩CRM & Workflow Automations
Patient pipelines, lifecycle flows, and 60+ pre-built workflows.
Patient pipelines, intelligent tagging, lifecycle flows, and 60+ pre-built workflows — the brain of the snapshot, sitting on top of GoHighLevel.
Everything included in CRM & Workflow Automations
- 15+ pre-built patient pipelines (new, recall, treatment-plan, lapsed)
- 100+ universal tags for slicing every patient list
- 60+ pre-built workflows wired and ready
- 15-day nurture campaign for cold leads built in
- Source attribution per channel (organic, ads, referral, IG, FB, GMB)
- Provider / practice-owner notifications routed correctly
From trigger to result
Patient enters a pipeline
Every contact lands in the right pipeline automatically — new patient, recall, treatment-plan follow-up, lapsed reactivation — based on the trigger.
Lifecycle stages auto-advance
A patient moves from "new inquiry" to "consult booked" to "exam complete" to "treatment-plan presented" to "case accepted" without anyone dragging cards manually.
Workflows fire on signal
Speed-to-lead, recall, win-back, post-visit, review-ask — 60+ workflows triggered by the right patient action.
Reports show the truth
Source attribution per channel, pipeline conversion at every stage, channel-level ROI surfaced cleanly — reports built straight into GHL.
Why CRM & Workflow Automations is in the snapshot
CRM & Workflow Automations is the connective tissue of the snapshot — the layer that turns the other ten features into one coherent system instead of ten disconnected tools. Every other feature fires through pipelines and workflows defined here. It’s the difference between "we have some automations" and "the practice runs itself."
All 11 features. One snapshot. $997.
CRM & Workflow Automations is one of eleven dental automation features pre-built inside GoHighLevel and installed in your account within 1 business day.