Automated lead capture
Turn site visitors into booked patients. Launch in minutes, track interactions and push qualified leads straight into your EHR.
Fill schedules, not spreadsheets.
Create patient interest forms
Use drag-and-drop templates to create quizzes, guides, and forms – no developer help needed.
Build trust with educational content
Build patient confidence with doctor-reviewed resources choose from a wide variety of pre-built templates.
Let AI handle the heavy lifting
Skip the blank page. Carely’s AI builds your lead generators for you, based on your goals, procedure type, and target audience.
Online booking
Streamline conversion with easy online booking, data flows directly into your EHR system.
Capture data and consent securely
Gather names, emails, and preferences with built-in HIPAA- and GDPR-compliant workflows.
Understand what patients want before they book
See which topics, questions, and formats drive the most responses. Carely shows you what matters most to your patient concerns before the first consultation.
Build lasting relationships
Go beyond communication. Carely transforms every patient interaction into a personalized, human experience that fosters patient trust and loyalty.
Create unique and personal journeys
Create automated and personal experiences from the first click to long after treatment.
Design with a visual builder
Design beautiful and modern patient communication flows with a drag-and-drop interface.
Send multi-channel messages
Email, SMS, and doctor-recorded audio adapt to each patient’s stage and preferences.
Trigger actions from live EHR data
Bookings, forms, and clinical milestones fire the next touchpoints for automated stay-in-touch.
Guide patients with pre-visit prep
Automated education, forms and reminders boost conversions and bring doctors and patients closer.
Free your team’s time
Carely handles follow-ups, reviews and other repetitive tasks, so your team can focus on patient care.
AI-Powered analytics
Stop guessing and start knowing. Carely’s built-in analytics dashboard delivers the clarity you need to optimize marketing spend and accelerate patient acquisition
AI that knows what works
Carely’s AI researches which campaigns and journeys actually drive revenue — and which don’t. No guesswork, just clear real-time insights to optimize sales and marketing.
First-party data
No cookies or third party scripts. All data comes directly from your actions, forms on EHR. Get reliable data you can trust.
Complete patient journey visibility
Track every step, from first click to completed procedure, and spot drop-offs before they hurt revenue.
Real-time ROI tracking
See spend, revenue, and profit update live, letting you shift budget while campaigns are running.
Channel Performance Insights
Compare search, social, email, and referrals side-by-side. Double-down on what works; pause what doesn’t.
Optimize Lead Generators
Know which quizzes, guides, and forms convert best so you can refine content and lower acquisition costs.
