🔁 Conversion Suite v1.0
/features/suites/conversions
Page purpose (Design Standard — non‑negotiable)
This page positions the Conversion Suite as Primoro’s controlled conversion layer — helping practices turn enquiries and treatment discussions into confirmed bookings and accepted treatment without losing governance or creating CRM‑style sprawl.
The Conversion Suite extends Primoro CORE to support patient acquisition, follow‑up, and case acceptance as structured, owned workflows that stay connected to appointments, communications, and clinical context.
Tone: confident, structured, outcome‑led
Style: conversion clarity — never salesy, never CRM‑heavy
This page must communicate
- Conversion happens inside the operating system, not a separate CRM
- Enquiries, follow‑ups, and proposals are owned and auditable
- Practices can replace enquiry trackers, marketing tools, and proposal PDFs
- Patients experience clear, guided next steps
- Teams maintain clinical and commercial governance at all times
This page is not
- a generic CRM platform
- an email blast or marketing automation tool
- a sales‑first system disconnected from care delivery
Hero
Conversion Suite — turn interest into commitment, without losing control
The Conversion Suite connects enquiries, follow‑ups, and treatment proposals into one governed workflow — turning intent into action without fragmented tools.
Everything runs on the same patient records, communication history, and task ownership as Primoro CORE, ensuring conversion is connected, compliant, and transparent.
CTAs → Request a demo (/request-a-demo) → Explore Primoro CORE (/features)
What the Conversion Suite enables
The Conversion Suite helps practices:
- manage enquiries and leads without spreadsheets or inboxes
- ensure timely, consistent follow‑up
- present treatment clearly and digitally
- track conversion without manual reporting
- reduce reliance on third‑party CRM and proposal tools
It replaces disconnected conversion workflows with one accountable pathway from first contact to confirmed care.
What’s included in the Conversion Suite
Treatment Pipeline
Structured enquiry and opportunity management.
- track enquiries from first contact to booking
- assign ownership and next actions
- see pipeline status at a glance
- replace ad‑hoc lead trackers and inbox notes
→ View Treatment Pipeline (/modules/treatment-pipeline)
Campaign Manager
Event‑driven campaigns that lead to real bookings.
- run targeted outreach without third‑party tools
- trigger campaigns based on real patient events
- measure outcomes end‑to‑end
- keep marketing connected to patient records and conversion
→ View Campaign Manager (/modules/campaign-manager)
Smart Treatment Proposals
From explanation to acceptance — digitally and on record.
- present treatment plans in‑chair or remotely
- support clear explanation and patient understanding
- capture acceptance with audit trails and signatures
- replace PDFs, emails, and manual chasing
→ View Smart Treatment Proposals (/modules/smart-treatment-proposals)
How practices use the Conversion Suite
Practices adopt the Conversion Suite when they want to:
- improve enquiry‑to‑booking conversion
- reduce dropped or forgotten follow‑ups
- present treatment more clearly and consistently
- track outcomes without spreadsheets
- scale conversion without increasing admin overhead
How it works with Primoro CORE
The Conversion Suite:
- runs on CORE communication, tasks, and patient records
- integrates seamlessly with the Patient App, Communication Hub, and Task Manager
- respects the same security, access, and audit controls
- feels native to the platform — not bolted on
You don’t add a sales system — you extend the patient journey responsibly.
Frequently asked questions
Is the Conversion Suite a CRM?
No. The Conversion Suite is not a generic CRM. It’s designed specifically for dental and healthcare practices, focusing on ownership, governance, and patient understanding — not sales pipelines or contact databases.
How is this different from using spreadsheets, inboxes, or WhatsApp?
Spreadsheets and inboxes are unowned and easy to lose track of. The Conversion Suite turns every enquiry, follow‑up, and proposal into a clear, owned workflow with full visibility and audit trails.
Does this replace marketing and enquiry tools we already use?
Yes. Many practices use the Conversion Suite instead of enquiry trackers, basic CRM tools, campaign software, and proposal PDFs — consolidating conversion into one connected platform.
Who is responsible for follow‑ups and next steps?
Ownership is explicit. Tasks and pipeline stages are assigned to named roles or individuals, so nothing is left unclaimed or forgotten.
Do patients interact with this directly?
Yes. Patients receive campaigns, follow‑ups, and treatment proposals through the Primoro patient app or secure web views — keeping communication clear and on record.
How does this stay compliant and auditable?
All actions, decisions, and patient acknowledgements are logged automatically, providing clear evidence for governance and review.
Is this suitable for private, NHS, or mixed practices?
Yes. The Conversion Suite adapts to private, mixed, and referral‑driven workflows while maintaining appropriate controls and visibility.
Will this change how clinicians work?
No. Clinical decision‑making remains in the PMS. The Conversion Suite supports communication, explanation, and acceptance — not diagnosis or charting.
Final CTA
Convert interest into care — without disconnected tools.
→ Request a demo (/request-a-demo) → Explore Primoro CORE (/features)
Status:
/features/suites/conversions — Page draft v1.0
Aligned to Primoro Sitemap v3.1 and Design Standard