Foundation
For teams starting with enquiry capture and a clear next action.
- Lead CRM & shared customer context
- Enquiry source tracking
- Team ownership & follow-up workflows
- Configuration & team onboarding
Choose the right starting point for your business. We confirm capabilities, integration needs and the full cost before onboarding.
For teams starting with enquiry capture and a clear next action.
For teams connecting acquisition, AI assistance and everyday workflows.
For businesses connecting multiple teams, systems or locations.
Package descriptions outline the intended scope. Industry software, including DentalTrails, is scoped separately. Your proposal confirms the available capabilities and agreed deliverables.
Your proposal separates platform access, implementation, managed services and third-party usage.
| Part of your setup | How it is scoped |
|---|---|
| Software subscription | Locations, team access, modules and usage allowances. |
| Implementation | Configuration, agreed imports, training and supported integrations. |
| Managed marketing | An agreed content and campaign plan with defined delivery responsibilities. |
| Voice assistance | Workflow configuration and metered call usage. |
| Messaging & advertising | Provider charges and your separately approved media budget. |
GrowthTrails is an AI business automation platform across industries. Dental is one focused use case, where DentalTrails adds practice management to the shared growth and automation foundation.
We agree the workflows, configure the platform, connect supported systems and train your team. Managed marketing and ongoing optimisation are available through a separately scoped service.
We begin with your CRM, communication channels and operational systems. Supported APIs and integration access determine what can be connected. Your proposal confirms the integrations and workflows before setup.
These have usage or media costs. Your proposal separates the software subscription, setup, managed services and third-party usage so you can understand the full bill.
Yes. Start with an important process, such as enquiry capture or follow-ups, and expand after your team has a working foundation. Branches, access permissions and reporting are scoped around your business.
Show us how your business works today. We’ll map the connections that matter.