Works with your CRM

Already use a CRM? Keep it.

The four Avlu apps work on their own, or next to the CRM you already use. The Zoho CRM connection is ready; for another CRM that has an API, we build the connection during setup.

Where patients reach you

Meta forms, WhatsApp, calls

New leads, chats and calls come in.

On your clinic's server

Avlu

Gets each lead to the right coordinator and keeps the chats, calls and treatment plans.

Your CRM

Zoho CRM, or another CRM with an API

Stays the place your managers report from.

Simplified drawing. Patient data stays on your server and in your CRM.
  • Zoho CRMA ready connection
  • Other CRMsConnected during setup, if the CRM has an API
  • Your dataOn your server and in your CRM

Two ways to use Avlu

  • Way 1

    On its own

    Avlu is a complete CRM for your clinic: patient files, stages, users and roles, with leads, WhatsApp chats, calls and treatment plans in one place. You need no other CRM; we import your existing patients once, from Excel or CSV.

  • Way 2

    Next to your CRM

    Keep the CRM you already use. Avlu connects to it, so new leads, chats, calls and plans also reach your CRM, and your managers keep reporting where they do today.

Which CRMs?

  • Ready

    Zoho CRM

    The Zoho CRM connection is already built and in daily use at a working dental-tourism clinic in Istanbul. At installation we connect it to your Zoho account and map your own stages and fields.

  • Built during setup

    Other CRMs with an API

    For example HubSpot, Salesforce, Bitrix24, Kommo, Pipedrive or a Turkish CRM. If your CRM has an API, we build the connection as part of your setup. We check its API first and quote before any work starts.

What the connection does, app by app

Each app keeps your CRM up to date with its own work.

  • Avlu Treatment Plan

    The plan is linked to the patient's deal, and the deal's stage moves as the file moves.

  • Avlu Lead Distribution

    Each lead from your Meta forms reaches the right coordinator within seconds; in your CRM it becomes a deal, and the deal's owner follows the coordinator it is assigned to.

  • Avlu Calls

    Every finished call is added as a note on the patient's deal in your CRM.

  • Avlu WhatsApp

    Each chat is matched to the patient's deal by phone number, so coordinators see the deal next to the conversation; an optional daily summary note goes to the deal.

Your CRM stays the place your managers report from. Avlu adds the speed, and the WhatsApp, calls and plan work, on top.

How we set it up

The connection is part of your installation; your team does not have to configure anything itself.

  1. We look at your CRM

    Before we quote, we look at how your CRM is set up: its pipeline, stages, fields and owners, and its API.

  2. We map your stages and fields

    We match Avlu's stages and fields to your CRM's own, so records land where your team expects them.

  3. We test before go-live

    We test the connection on your CRM before your team goes live, and fix anything that does not match.

  4. Your data stays yours

    Patient data stays on your clinic's server and in your CRM. Avlu talks to your CRM directly, from your server.

The CRM connection is a setup service: priced per CRM, quoted with your order. Other services

CRM questions

Do we have to change our CRM?

No. Keep the CRM you use today. Avlu works next to it and keeps it up to date.

Which CRMs can Avlu connect to?

Zoho CRM is ready. For any other CRM that has an API (for example HubSpot, Salesforce, Bitrix24, Kommo, Pipedrive or a Turkish CRM), we build the connection as part of your setup, after we check its API.

Where is our data?

On your clinic's own server and in your CRM. We connect to your server only for support, with your permission, and every connection is logged.

Can we start without a CRM?

Yes. Avlu is a complete CRM on its own: patient files, stages, users and roles. You can add a CRM connection later.

Let's look at your CRM together.

In the demo, tell us which CRM you use: we show how Avlu works next to it, and what the connection would cover for your clinic.