Inside the productSample data, not client telemetry
Step inside the system that runs the business.
We don't install automations. We build an operating system around how your company actually works — leads, customers, scheduling, follow-up, money. This is that system, running four different businesses — and a group that owns four locations at once.
Scroll to begin
The business wakes up
Know what happened while you weren't working.
Leads captured, appointments booked, money collected, clients active. The overview is already current when you open it — nobody assembled this.
Your business. Finally visible.
Good morning, Jordan.
Everything that happened while you were working. Sunday, August 23
Demo data
Running · 24/7
Needs you today
Riley sorted everything by what it costs to ignore. 4 left.
Revenue at risk$4,220in appointments not yet completed (3 more, unquoted)
Marcus WebbReady to win
Booked a consult twice and opened every email. Ready to close on the microneedling plan.
$1,200
treatment plan value
Amelia ChenCosting you now
Payment failed on her Hydrafacial package — card on file expired overnight. Retry 2 of 3 queued.
$480
package at risk
Dana FosterSlipping
No reply in 9 days since her free consult. Going cold without a nudge.
$640
consult not converted
Thursday 6:30 PMSlipping
Noorhan is out Thursday afternoon — two booked appointments need moving.
—
capacity
2 modules off for this build — config, not code
Leads captured63
+18 this week
Appointments booked41
+9 this week
Collected$28,400
last 30 days
Active clients214
+12 this month
New18
Qualified12
Consult9
Proposed6
Booked41
Won27
Live leads
Scored the moment they land — with the reason why, in plain English.
Auto-scored
Lead
Source
Score
Why
Stage
AC
Amelia Chen 8m ago
Instagram DM
94
Repeat visitor, priced the package, high intent
Booked
MW
Marcus Webb 26m ago
Website form
96
Two consults booked, opened every email, priced the plan twice
Consult
PN
Priya Nair 1h ago
Referral
72
Warm referral, browsing pricing pages, no date chosen
Qualified
DF
Dana Foster 3h ago
Google Ads
41
Single visit, consult held, no reply in 9 days
New
Nurture, running itself
The ones who said "maybe."
1
Lead lands
Scored instantly, tagged by intent.
auto
2
First reply in 12s
Riley answers the DM and offers real times.
sent
3
Consult booked
On the calendar, reminder scheduled.
booked
4
Follow-up if quiet
Day-3 nudge, then a day-7 offer.
running
5
Treatment plan won
Moves the plan forward, books the course.
won
Leads vs. won · 6 weeks
W1
W2
W3
W4
W5
W6
Leads capturedConverted
Where leads come from
Every lead, grouped by how it found you.
Source
Leads
Booked
Rate
Instagram DM
24
15
63%
Website form
18
11
61%
Referral
12
9
75%
Google Ads
9
2
22%
Meridian Care · the morning brief
What matters next
It doesn't just tell you what happened.
Riley sorts everything by what it costs to ignore. A payment that failed overnight. A lead going cold. A client ready to close. Each one carries its price and its next action.
It tells you what matters next.
Good morning, Avery.
Everything that happened while you were working. Sunday, August 23
Demo data
Running · 24/7
Needs you today
Remy sorted everything by what it costs to ignore. 3 left.
Jamie ParkReady to win
Eight drop-ins this month — cheaper for them on a membership, better for you. Ready for the conversation.
$1,560
annual membership
Nadia ColeCosting you now
Membership payment failed 4 days ago. Credits withheld — she has tried to book twice.
$189
membership at risk
6:30 AM StrengthSlipping
Two spots left, three on the waitlist. Remy can fill it without you touching anything.
—
capacity
5 modules off for this build — config, not code
Active members186
+9 this month
Credits outstanding1,284
sessions owed
At risk6
payment or attendance
12-month retention94%
+2 pts
Member roster
Click anyone to open their credit ledger — every payment, every session, every dollar.
4 of 186
Member
Membership
Left
Next session
Streak
Lifetime
Payment
Status
▸
NC
Nadia Cole
Unlimited $189/mo
10
—
—
$2,268
Failed
At risk
▸
JP
Jamie Park
Drop-in pack $180 / 10
8
Wed 06:30
6w
$720
Paid
Active
▸
HK
Hana Kim
3× weekly $129/mo
10
Thu 17:30
14w
$3,096
Paid
Active
▸
DO
Dev Osei
Unlimited $189/mo
15
Fri 06:30
22w
$4,536
Paid
Active
Capacity this week
Where the room is full, and where it isn't.
93%
6:30 AM 26/28
75%
5:30 PM 21/28
29%
12:00 PM 8/28
79%
Saturday 19/24
Summit Studio · members and the credit ledger
Every lead, understood
63 leads didn't enter a spreadsheet.
They entered a system that scored them and explained why in plain English. Open one and you get what they actually told you, their appointments, their follow-up state, and a timeline you can audit.
Don't just collect leads. Know who deserves attention.
Good morning, Rowan.
Everything that happened while you were working. Sunday, August 23
Demo data
Running · 24/7
Needs you today
Cameron sorted everything by what it costs to ignore. 3 left.
The Okonkwo fileReady to win
Rate hold expires Friday. Documents complete — nothing is blocking submission.
$4,200
broker commission
Sam ByrneSlipping
Two documents outstanding for 6 days. Cameron has chased twice; a call would close it.
Every stage, live — from first touch to won. No lead lost to a dropped follow-up.
No lead lost
New
21
Qualified
14
Consult
9
Docs
7
Submitted
6
Funded
12
Deals in motion
Every open file, scored, with the next action.
Lead
Source
Score
Why
Stage
IO
Ife Okonkwo 15m ago
Referral
92
Pre-approved, documents complete, rate hold expires Friday
Submitted
SB
Sam Byrne 1h ago
Website
70
First-time buyer, two documents outstanding 6 days
Docs
HC
Hana Cho 4h ago
Google Ads
44
Rate shopping, no reply in a week
New
Northstar Finance · the pipeline
Nobody disappears
The follow-up happens even when you don't.
First reply in twelve seconds. The day-three nudge. The day-seven offer. Every send logged with its consent basis — and when one is skipped, it says exactly why.
Nobody quietly disappears from your pipeline.
Good morning, Dana.
Everything that happened while you were working. Sunday, August 23
Demo data
Running · 24/7
Needs you today
Sage sorted everything by what it costs to ignore. 5 left.
Revenue at risk$65,350identified across four clinics this month
Recall — group-wideCosting you now
118 patients are past their six-month recall. Reactivation is only running at Riverside, so three clinics are quietly losing the easiest appointments they have.
$31,200
recall value
Brightwater LakeshoreCosting you now
Median first response is 4h 12m. The group median is 6 minutes. Thirty-one enquiries came in last week and nineteen waited overnight.
$18,600
at group booking rate
Northgate ↔ RiversideSlipping
Northgate has 42 open chair-hours next week while Riverside turned away 17 requests. Forty minutes apart, same brand, no routing between them.
$9,400
unfilled chairs
Brightwater HarbourfrontSlipping
Twenty-three failed payments unresolved for nine days or more. Payment recovery has not been switched on at this location yet.
$6,150
outstanding
Dr. Amara Osei · RiversideReady to win
Highest treatment-plan acceptance in the group at 74%. Her intake questions aren't being asked at the other three clinics.
—
playbook
Locations
One row per clinic. Click a row to see what is happening inside it.
4 sites
Location
City
Patients
Enquiries
Booked
Booked %
Chairs full
Collected
Status
Brightwater Riverside
Turning away requests
Toronto
1,080
78
214
71%
94%
$168,400
Healthy
Brightwater Northgate
42 open chair-hours
Vaughan
820
51
122
64%
68%
$104,900
Healthy
Brightwater Harbourfront
23 failed payments
Hamilton
610
44
91
52%
72%
$79,300
Needs attention
Brightwater Lakeshore
Response time 4h 12m
Mississauga
630
41
59
38%
61%
$60,200
Needs attention
Same brand. Same offer. Different results.
The comparison a single-site dashboard can never show you — best and worst flagged on every measure.
Group only
Median first responseHow long an enquiry waits before a human or the agent replies.
Riverside4 min
Northgate7 min
Harbourfront11 min
Lakeshore4 h 12 min
Enquiry → bookedOf the people who asked, how many ended up in the chair.
Riverside71%
Northgate64%
Harbourfront52%
Lakeshore38%
Chair utilisationHow full the schedule actually ran.
Riverside94%
Harbourfront72%
Northgate68%
Lakeshore61%
Recall rebookedSix-month recalls that turned back into an appointment.
Riverside58%
Northgate44%
Harbourfront31%
Lakeshore22%
No-show rateBooked, confirmed, didn't arrive.
Riverside4%
Northgate6%
Harbourfront9%
Lakeshore14%
Riverside books 71% of the people who ask. Lakeshore books 38%. Same brand, same prices, twenty minutes apart — and the reason is one row above: a four-hour first reply against a four-minute one.
What's switched on, where
Every difference above traces back to this grid. Turning a column on is a configuration change, not a new build.
Config, not code
Capability
Riverside
Northgate
Harbourfront
Lakeshore
Instant reply
On
On
On
Off
Lead scoring
On
On
On
On
Reminders
On
On
On
Partial
Recall
On
Off
Off
Off
Payment recovery
On
On
Off
Off
Reviews
On
On
Partial
Off
Reporting
On
On
On
On
Brightwater Dental Group · four clinics compared
Every customer
Know every customer without keeping it in your head.
Credits left, attendance streak, payment state, lifetime spend. Open the file and the credit ledger shows how a payment became sessions — append-only, balance derived, never a stored number.
The whole relationship, on one row.
Room to grow
See where the business has room — and where it's full.
One calendar instead of two that disagree. Bays, block-outs, a cancellation that just freed Tuesday morning, and the sessions that already happened that nobody closed out.
Fill capacity without living in your calendar.
Every opportunity
See exactly where every opportunity stands.
New, qualified, consult, documents, submitted, funded. A rate hold expiring Friday on a file that is already complete — and two documents outstanding on one that isn't.
No deal lost to a dropped follow-up.
Nothing sends without you
Autonomous, not unsupervised.
Cameron researches, writes the draft and clears the compliance gates. Then it stops and waits for a human. Approving queues the send; the kill-switch stays off until you say otherwise.
The system does the work. You keep the judgement.
After the win
Every happy client asked, at the right moment.
A review request goes out after every funded file — timed, never pushy, stopping after two asks. And when a referral arrives, it is attributed back to the person who sent it.
Your best clients become your best channel.
The front desk that never closes
Nineteen enquiries that would have been voicemail.
Sixty-three conversations in a week, a hundred and four questions answered, and nineteen after-hours enquiries that became consults — because something answered at 2 AM.
Open for business while you're asleep.
Winning and leaking
Know exactly where the money comes from.
What each treatment earned, who delivered it, and an honest note about the work nobody priced. Failed payments chase themselves for seven days before they ever reach you.
Know where you're winning — and where you're leaking.
More than one location
Four clinics. One console.
Each site keeps its own schedule, its own team, its own patients. The group layer reads across all four and ranks what needs the owner by what it costs to ignore — wherever it happens to be happening.
Own several. See one.
The outlier
Same brand. Same offer. Half the bookings.
Riverside books 71% of the people who ask. Lakeshore books 38% — twenty minutes away, same prices, same brand. One row explains it: a four-minute first reply against four hours.
Know which site is leaking, and why.
Different businesses. One operating system.
The system is configured around the business.
A clinic. A studio. A brokerage. A shop. A four-site group. Same engine, same intelligence — its own vocabulary, its own numbers, its own colour, its own module set. Turning a capability on is a config change, not a rebuild.
Not another SaaS dashboard everyone gets. Yours.
Telemetry inRoute advisory out
Your dashboard runs the same map — on your own numbers.
Every station reports live telemetry: what it caught, what it booked, what it returned — down to campaign spend, cost per lead, and source attribution. And when your numbers make the case for switching a station on — or off — the map says so in writing, with the arithmetic attached. Never a pitch; a route advisory, reviewed on your quarterly call.
Route advisory · sample telemetry
Paid campaigns produced 63 leads at $38 CPL this month, but booking conversion sits at 11% — leads are arriving faster than they are followed up. Nurture Engine and Reminders are dark. Fix the route before raising spend.
Switch on 08 + 09 before raising spendprojected +9 bookings / mo
Sample data · reviewed by a person · never auto-billed · logged to your audit trail
The final revealNot a line in a deck
This is what ORACA actually builds.
Not another chatbot.Not another CRM.Not another dashboard.
A business operating system built around how your company actually works.
