CRM and marketing

Powerful tools to attract, convert, and retain patients

UPOD transforms how clinics manage growth. From enterprise-grade CRM tracking to automated marketing, recall campaigns, and patient referrals, every feature is built to keep your pipeline full, your relationships strong, and your communication seamless — all within one connected system.

Complete enterprise CRM for full patient journey management

Problem

Basic systems can’t track relationships or patient journeys.

Solution

UPOD provides full visibility across every patient interaction.

UPOD’s healthcare-grade CRM tracks every stage of the patient journey, from first enquiry to lifelong care. It centralises patient information, ensuring no lead or opportunity is ever lost.

Centralised patient database and history

Tracks enquiries, treatments, and follow-ups

Integrated with marketing and communication

Lead and revenue success management built into workflows

Problem

Lost leads reduce clinic revenue and opportunity.

Solution

UPOD tracks and nurtures every enquiry to conversion.

UPOD’s CRM connects every lead to a measurable workflow, showing potential revenue and follow-up tasks. No opportunity slips through, and clinics can focus on the leads that matter most.

Full lead tracking from enquiry to booking

Revenue attribution for every opportunity

Automated follow-up reminders

Automated marketing messages triggered by patient actions

Problem

Manual marketing is inconsistent and ineffective.

Solution

UPOD automates patient messaging to boost engagement.

UPOD sends tailored marketing messages automatically based on real patient activity — from recalls and approvals to post-treatment check-ins — keeping patients engaged and informed.

Behaviour-based marketing automation

Customisable templates for every clinic

Pre-built campaigns for recalls and reminders

Automated marketing pipelines to nurture every lead

Problem

Disconnected marketing loses patients mid-journey.

Solution

UPOD nurtures every lead through custom pipelines.

UPOD builds full marketing pipelines that guide patients from enquiry to booking. Each pipeline adapts to treatment type and stage, keeping patients engaged and confident in their care.

Step-by-step nurturing workflows

Pipelines tailored by treatment type

Conversion rate and performance tracking

Advanced recalls integrated into marketing workflows

Problem

Standard recalls get ignored and reduce patient returns.

Solution

UPOD turns recalls into powerful marketing touchpoints.

UPOD combines recalls with marketing campaigns to make reminders more engaging. Educational content and loyalty messaging help patients understand the value of regular visits.

Recalls linked with educational campaigns

Multi-channel delivery across SMS, email, and app

Drives engagement and long-term retention

Inbuilt rewards and referrals to encourage loyalty and growth

Problem

Practices struggle to capitalise on word-of-mouth.

Solution

UPOD automates referral tracking and patient rewards.

UPOD’s referral tools reward existing patients for bringing in new ones. Track, manage, and automate referrals directly inside the CRM to grow your patient base organically.

Create custom referral programmes

Track referrals inside the CRM

Reward patients automatically

Mass email campaigns built into the platform

Problem

External tools create data silos and inefficiencies.

Solution

UPOD unifies marketing campaigns in one platform.

UPOD includes a complete email marketing suite, letting clinics build branded campaigns, segment audiences, and track performance — all within the same system.

Built-in campaign builder and templates

Segmentation and targeting options

Real-time performance tracking

Mass SMS campaigns for instant patient reach

Problem

Clinics underuse SMS despite its high engagement.

Solution

UPOD enables mass SMS for fast, measurable communication.

UPOD’s mass SMS campaigns make it easy to contact hundreds of patients instantly. Every message is tracked, measured, and linked to the patient record for complete oversight.

Send instant campaigns to large audiences

Track open rates and responses

Fully integrated with patient records

Features

Built for clinics of the future

Every tool your clinic needs from AI-powered notes and imaging to patient engagement and inventory control all connected in one seamless platform.

Features

Built for clinics of the future

Every tool your clinic needs from AI-powered notes and imaging to patient engagement and inventory control all connected in one seamless platform.

Features

Built for clinics of the future

Every tool your clinic needs from AI-powered notes and imaging to patient engagement and inventory control all connected in one seamless platform.

Why we built UPOD Medical

UPOD Medical was built to be more than software its a true partner for clinics. By combining AI innovation with complete practice management, we give practices the tools to grow, stay protected, and deliver the very best patient experience. And we will never stop pushing to be the best, because our mission is simple: to help every clinic achieve its full potential.

Samantha Stone

Founder, UPOD Medical

Why we built UPOD Medical

UPOD Medical was built to be more than software its a true partner for clinics. By combining AI innovation with complete practice management, we give practices the tools to grow, stay protected, and deliver the very best patient experience. And we will never stop pushing to be the best, because our mission is simple: to help every clinic achieve its full potential.

Samantha Stone

Founder, UPOD Medical

Why we built UPOD Medical

UPOD Medical was built to be more than software its a true partner for clinics. By combining AI innovation with complete practice management, we give practices the tools to grow, stay protected, and deliver the very best patient experience. And we will never stop pushing to be the best, because our mission is simple: to help every clinic achieve its full potential.

Samantha Stone

Founder, UPOD Medical

Benefits

Why clinics choose UPOD to manage their day-to-day

Save time, reduce costs, and grow your clinic with smarter systems that automate admin, improve compliance, and deliver a better experience for every patient.

Benefits

Why clinics choose UPOD to manage their day-to-day

Save time, reduce costs, and grow your clinic with smarter systems that automate admin, improve compliance, and deliver a better experience for every patient.

Benefits

Why clinics choose UPOD to manage their day-to-day

Save time, reduce costs, and grow your clinic with smarter systems that automate admin, improve compliance, and deliver a better experience for every patient.

Discover the
power of UPOD

Seamless booking. Intelligent automation.
Everything your clinic needs in one platform.

Discover the
power of UPOD

Seamless booking. Intelligent automation.
Everything your clinic needs in one platform.

Discover the
power of UPOD

Seamless booking. Intelligent automation. Everything your clinic needs in one platform.