Connect your channels
Bring WhatsApp Business, Instagram, Messenger and clinic email directly into Relify.
Relify CRM
Turn every conversation into connected patient engagement.
Bring WhatsApp, Instagram, Messenger and email into one clinic CRM. Reply from one place, capture new leads automatically and keep every enquiry connected to the people and workflows that follow.
One inbox for every conversation
Manage patient and lead conversations without jumping between apps or shared phones.
AI-powered replies
Configure AI to respond instantly to suitable enquiries when your team is busy or unavailable.
Automatic lead capture
Turn new enquiries into leads so potential patients do not disappear inside a messaging inbox.
Patient-linked conversations
Keep contact details, conversation history and follow-up activity connected to the right person.
Top features
Everything your team needs to manage patient conversations.
Relify CRM turns messaging into an organised clinic workflow, from the first enquiry to the next action.
Unified multi-channel inbox
AI-powered responses
Automatic lead capture
Assignments & follow-ups
One inbox for every conversation
See WhatsApp, Instagram, Messenger and email conversations together instead of switching between separate accounts.
Let AI handle the first response
Choose when AI can respond, configure its behaviour and give suitable incoming enquiries an immediate reply.
Capture enquiries as leads
Bring potential patients into a structured lead workflow so the team can qualify, progress and follow up on them.
Move conversations forward
Assign enquiries, create tasks and keep ownership clear so the right person always knows what needs attention next.
Connected workflow
From first message to booked patient.
Relify connects the conversation to what happens next. A new message can become a lead, receive an instant AI response, enter your pipeline and move into follow-up without your team copying information between separate tools.
Message arrives
AI responds
Lead captured
Team follows up
Identify the opportunity
Capture contact details and understand what the person is enquiring about.
Move it through your pipeline
Track new, qualified and progressing leads from one CRM workspace.
Never lose the follow-up
Create tasks and reminders so opportunities do not disappear after the first conversation.
Why Relify CRM
Messaging should lead somewhere.
Most clinics already speak to patients through messaging apps. Relify turns those conversations into an organised CRM workflow instead of leaving them scattered across phones, accounts and inboxes.
One inboxConnected channels
InstantAI responses
One pipelineFor new leads
Respond faster
Give incoming enquiries an immediate response, even while staff are handling the clinic.
Know who needs attention
Separate new leads, active conversations and follow-ups instead of treating every message the same.
Keep the team coordinated
Use assignments, tasks and ownership so staff know exactly who should respond next.
Build relationships over time
Keep conversation history and CRM activity available for future follow-up and patient engagement.
Benefits
Make every enquiry easier to act on.
Give the team a clearer path from incoming message to response, ownership, lead progression and follow-up.
Faster responses
Reduce the time patients and prospects wait for an answer.
AI assistance
Automatically handle suitable enquiries based on the rules and behaviour you configure.
Lead capture
Bring interested patients directly into the CRM workflow instead of losing them in chat history.
Better handoffs
Move conversations between team members without losing the context behind them.
Consistent follow-up
Use tasks, pipeline stages and automations to keep important opportunities moving.
Connected channels
Manage the clinic's conversations without opening every messaging platform individually.
Key features
Explore the CRM tools built into Relify.
Messaging, leads, ownership and engagement tools designed around the way a clinic actually follows up with people.
Unified Inbox
Manage clinic conversations in one workspace.
WhatsApp Business
Connect and reply through the official WhatsApp channel.
Instagram Messaging
Handle Instagram enquiries directly from Relify.
Facebook Messenger
Bring Facebook Page conversations into your CRM.
AI Auto-Reply
Configure AI to respond instantly to suitable incoming enquiries.
Lead & Pipeline Management
Capture prospects and move them through your clinic's lead process.
Tasks & Follow-Ups
Assign ownership and make sure important conversations get followed up.
Broadcasts & Automations
Reach patient segments and automate recurring communication.