Collate Features
Features
Full-funnel visibility from first click to booked appointment.
Growth
Teo ClinicHow Teo Clinic manages a seven-figure monthly pipeline with Collate
“Collate completely restructured our website and patient acquisition flow. The new site is far more optimized for search and conversion, and every inquiry now enters a clear, trackable pipeline.”
“Using Collate's acquisition tools and analytics, we can clearly see which channels bring real patients across social media, search, referrals, and offline sources. Instead of guessing, we now make decisions backed by real data.”
“Today, we manage a seven figure monthly consultation pipeline through Collate with full visibility into channel performance and the entire patient journey.”
Mehtap Yasar
Director, Teo Clinic
See exactly which channels bring in patients and optimize your strategy.
- Multi-channel attribution across social, search, referrals, and offline touchpoints
- Measure the performance of different tools
- Real-time dashboards keep your team aligned on performance
- See how Teo Clinic manages a seven-figure monthly pipeline with Collate
Powered by direct integrations with the platforms your patients use. View all integrations →
GTM Analytics
Acquisition Funnel · Last 30 days
Total Visitors
1,240
+12.4%Page Visits
156
+8.2%Conversions
31
+18.7%Conv. Rate
2.5%
+0.3%Acquisition Funnel
Top Sources
Client Cards
Every patient gets a rich profile — notes, tags, journey timeline, and funnel stage — so your team always has the full picture from first impression to booked appointment.
- Create custom journey checkpoints and design your own funnels — track ad impressions, page visits, downloads, and form submissions mapped to stages you define
- Tag and segment clients by procedure, priority, or source to keep your pipeline organized
- Team notes and status badges keep everyone aligned — from front desk to surgeon
- Questions? Get in touch to see it in action
charles.leclerc@gmail.com
VIP Client flying in from Monaco. Rhinoplasty and Facelift — consultation booked for next week.
Client Journey
Collate Voice
Your AI receptionist answers every call, books appointments, and manages your waitlist — so your staff can focus on patients.
- 24/7 AI voice agent handles booking, questions, and waitlist — in multiple languages
- Zero hold time, natural conversation — no robotic menus or phone trees
- Get started in under 3 minutes — no technical knowledge or IT team required. Just use our onboarding wizard