Sales pipeline
NextHealth Engage
NextHealth Engage
Part of the Leads and pipeline add-on
NXH Engage sales pipeline gives enquiries an owner and a clear route towards a booking or sale. Teams record leads, assign response deadlines and move each enquiry through defined stages. Follow-up tasks are raised within the workflow, while funnel reports show conversion by channel and agent. The module helps managers see the work between first interest and the next commercial step, with a record of who is responsible rather than an enquiry left in an unassigned list.
Give each enquiry an owner and a next step
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Step 1
Capture
Add, import or receive the enquiry
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Step 2
Assign
Set an owner and response deadline
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Step 3
Follow up
Record call-backs and work the stages
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Step 4
Book
Convert the enquiry into an appointment
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Step 5
Review funnel
Review channel and agent conversion
What your team can do
- Capture enquiries by hand, by spreadsheet import, through a signed web form or from a connected WhatsApp number.
- Route a new enquiry to the agent with the lightest open workload, or let a person claim it.
- Set response deadlines and see when one has been missed.
- Move leads through stages towards booking or sale, and record why a lead was lost.
- Raise follow-up tasks for leads not yet contacted and for recorded call-backs.
- Review funnel conversion by recorded channel, campaign and agent.
Interest needs an owner before it becomes an appointment.
Keep the next step clear for every enquiry
An enquiry can arrive well before someone is ready to book. The team needs to know who owns the conversation, when a response is due and what should happen next. A list of contact details alone does not show where each enquiry stands.
How enquiries get in
- WhatsApp: once the clinic connects its own WhatsApp Business account through the Meta Cloud API, a message from a new number opens an enquiry on the WhatsApp channel, and a message from a known contact joins the open one. Staff reply from the shared inbox.
- Web form: a form on the clinic’s website can post to a signed Engage address. The clinic or its web team sets that connection up.
- Entered by hand or imported: staff add a lead from any screen, or import a spreadsheet of leads. The person entering it chooses the source, such as phone call, walk-in, Instagram or Facebook.
Engage has no telephone integration and no link to Instagram or Facebook, so enquiries from those sources are recorded by a person. Funnel reports group enquiries by the source that was recorded, so they are only as complete as the recording.
Illustrative example: a web enquiry that becomes a booking
This example uses synthetic data.
Layla Rahman, a made-up contact, submits the clinic’s web form to ask about a skin consultation. Engage creates an enquiry on the web form channel, sets a response deadline and assigns it to the agent with the fewest open enquiries. The agent calls, records a call-back for the next morning and Engage raises a task for that time. On the second call Layla picks a slot. The agent uses Convert to booking, chooses the service, practitioner and start time, and Engage books the appointment, marks the enquiry booked and promotes the contact to a full client.
Related NXH Engage modules
3 more modules
Common questions
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Sales pipeline is part of the Leads and pipeline add-on for NXH Engage. It is selected alongside Engage core rather than included automatically in the core licence.
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Not all of them. WhatsApp enquiries arrive once the clinic connects its own WhatsApp Business account through the Meta Cloud API. A website form can post to a signed Engage address, and leads can be imported from a spreadsheet. Phone calls, walk-ins, Instagram and Facebook are recorded by the person entering the enquiry, because Engage has no telephone or social media integration.
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Yes. Each lead can be assigned an owner and a response deadline, with stages showing its progress towards a booking or sale.
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The funnel reports show conversion by channel and agent using recorded enquiry activity. They do not claim advertising cost per booked patient reporting.
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The agent converts the enquiry by choosing a service, practitioner and start time. Engage books the appointment through the normal booking rules, marks the enquiry booked and promotes the contact to a full client.
Not answered here? Contact the team
NXH Flow