From the ad to the booked consultation, without losing anyone on WhatsApp.
The landing page captures the contact, the clinic's WhatsApp lands in an inbox the team shares and Alex answers at any hour. He offers open slots from the calendar — and asks before he books.
14-day trial · No card · Then a free plan
Alex, Sales: “Did anyone ask for an appointment on WhatsApp today?”
3 requests. Marina Costa came in through the landing page form and picked Thursday at 3 pm, which is open on the clinic's calendar. Shall I book the assessment? Book Marina's assessment on Thursday at 3 pm. Booked. The invitation went to the e-mail she left on the form, and the event is linked to her lead.
Studio Bravo is a demo company. Made-up data.
A clinic's front desk, before and after
The clinic's WhatsApp lives on the receptionist's phone and goes on holiday with her.
The number is connected to an inbox the team shares, with an owner per conversation.
Whoever writes at 10 pm only hears back the next day — and has booked somewhere else by then.
The agent answers at any hour with what you taught it and hands over to a person when it doesn't know.
Contacts from the ad sit in a spreadsheet, with no idea where they came from.
The landing page form lands in the CRM as a lead, with its source already tagged.
Nobody knows how many asked for a slot and how many actually booked.
Each request becomes a stage in the pipeline, from first contact to booked consultation.
From capture to calendar, on one base
Landing page, WhatsApp, CRM and calendar linked — the contact who arrives already has a name, a source and a next step.
Landing page
A page that brings in patients
Build the landing page in the visual editor, without waiting on a developer, with a form that goes straight into the CRM. Offer a resource in exchange for the contact.
- Visual editor, live in minutes
- A form that becomes a lead with its source
- A resource delivered for the contact
WhatsApp
The clinic's WhatsApp in a team inbox
Connect the clinic's number and answer from the same inbox: each conversation has an owner, internal notes the patient never sees and tags.
- One connected number
- Internal notes and tags
- Quick replies and snooze
Sales agent
An agent that answers and offers a slot
The agent answers questions with the information you gave it, checks the connected calendar and offers open slots. Booking the consultation waits for your OK.
- Answers at any hour
- Open slots from Google Calendar
- Books only with your approval
CRM and calendar
Every request with history and a next step
Contacts live in the lead base with source and owner, in a pipeline by stage. The event is born linked to the right lead.
- Leads with source and owner
- Pipeline by stage
- Calendar linked to the lead
What only one base does for a clinic
- From landing page to WhatsAppWhoever writes on WhatsApp becomes a contact in the CRM, and the conversation joins their history, next to the landing page's leads.
- From contact to slotThe lead arrives with a source and an owner, and the agent takes the conversation to an open slot.
- From page to resultLeads from each landing page keep their source tagged, so you know which page brings in patients.
Modules you can switch on today
Read from the same catalog as the module store: if it's listed here, it's in the product.
- Marketingfrom R$29/month
- Landing pagesLanding pages published in minutes in a visual editor, with no dev in the loop.
- FormsForms that land straight in the CRM as leads, source already tagged.
- NewsletterPublish editorial emails to a consented list and manage subscribers in the CRM.
- CRM & Salesfrom R$29/month
- PipelineA stage-by-stage sales funnel with forecast value and whatever has been stuck too long.
- LeadsA lead base with source, owner and the full history of every touch.
- CampaignsWhatsApp and email campaigns with an audience, a cadence and a result funnel.
- Omnichannel Inboxfrom R$49/month
- Connected channelsConnect your company's WhatsApp and Telegram and receive everything in one box, with the AI agent answering while you sleep.
- Shared inboxYour team works the same box: every conversation has an owner, internal notes the customer never sees, tags, quick replies and snooze.
- Official WhatsApp (Meta)Connect through Meta's official API, with a verified number and approved templates — the path that carries no ban risk.
Does the agent book consultations on its own?
No. It checks the connected Google Calendar, offers open slots on weekdays between 10 am and 6 pm, and the booking waits for your OK. Once approved, the invitation goes out by e-mail.
Does the agent give medical advice?
It shouldn't, and you decide what it answers: prices, address, insurance plans, preparation. Whatever it doesn't know, it hands over to someone on the team in the same conversation.
Does it replace my medical records system?
No. BaseOS handles patient capture, WhatsApp and the consultation calendar. Records and clinical data stay in your health system.
Can I send automatic reminders and campaigns?
Not in this composition: automations and campaigns belong to CRM Pro, and the official WhatsApp API and a custom domain for the landing page are also in the Pro plans.
Be the owner again.Not the integrator.
Start with the area that hurts most. In 14 days you'll know whether BaseOS stays — no card, and a free plan afterward.
14-day trial · No card · Then the free plan