SaaS Case Study
CRM for Leads Pipelines — Vault Dental
Multi-office dental lead desk with live pipeline, consult booking, auto-text, and high-yield same-day / full-arch lead routing.
Client: Vault Dental•Industry: Healthcare / Dental•Duration: Ongoing product
The Challenge
Vault Dental needed a single lead desk across offices to claim high-value reconstructive consults, track pipeline stages, and book same-day / All-on-4 opportunities without leads falling through the cracks.
The Solution
I built a Next.js CRM lead desk with practice-scope filters, live high-yield lead cards, pipeline stages, calendar upcoming consults, auto-text and message log, plus growth tools for landing pages, keywords, and campaigns.
Results
- Live CRM at leads.vaultdental.com/crm for multi-office teams
- Real-time same-day and full-arch lead desk with open deal value
- Pipeline visibility across New, Contacted, and Consult booked
- Auto-text and message log workflows for faster lead response
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