RapidX
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Automate, Engage, Succeed.
Your business, smarter than ever
- 10x
- Faster lead response
- 40%
- Less admin work
- 1
- Unified workspace
See RapidX in action
Your all-in-one clinic workspace — leads, calendar, messaging, and AI automation.
New Leads
47
+12%
Appointments
23
+8%
Revenue
$18.4k
+24%
Conversion
34%
+2%
- 10x
- Faster lead response
- 40%
- Less admin work
- 1
- Unified workspace
Everything you need
One workspace for your entire clinic
From first contact to final invoice — manage every touchpoint without switching tools.
Lead Pipeline
Capture, qualify, and convert leads with Kanban boards, bulk actions, and instant follow-ups.
Smart Calendar
Manage appointments, staff availability, and public booking links — all synced in real time.
Unified Inbox
Reply across channels from one conversation view. Never miss a patient message again.
Form Builder
Drag-and-drop forms you can embed on your website. Every submission triggers your workflows.
Customer 360°
Services, tasks, invoices, documents, and full conversation history in one profile.
Finance & Billing
Installments, referrals, discounts, and taxes — built for clinic revenue operations.
Full CRM Platform
Every tool your clinic needs
RapidX replaces scattered spreadsheets and disconnected apps with one powerful workspace — built specifically for clinics and healthcare businesses.
Dashboard & Reports
Customizable widget grid with real-time KPIs. Build reports with drag-and-drop widgets or ask RapidX AI to create them in natural language.
- Custom widget layouts
- AI Widget Builder
- Leads, revenue & appointment metrics
Lead Management
Full pipeline from first touch to conversion. Kanban and list views, bulk actions, lead scoring, and one-click convert to customer.
- Kanban pipeline stages
- Bulk email & SMS
- Source tracking & conversion
Calendar & Booking
Staff calendars, appointment scheduling, availability rules, and public booking links your patients can use 24/7.
- Multi-staff scheduling
- Public booking pages
- Automated reminders
Unified Messaging
WhatsApp, SMS, email, and more — all in a single conversation thread per patient. Real-time updates with full history.
- Multi-channel inbox
- Template replies
- Conversation on customer profile
Customer Profiles
Every service, task, invoice, document, and message in one profile. Your team always has full context before every interaction.
- Services & packages
- Financial history
- Documents & notes
Tasks & Templates
Task boards and table views with due dates, assignees, and priorities. Reusable task templates for consistent follow-ups.
- Board & table views
- Task templates
- Linked to leads & customers
Manage Catalog
Configure your service catalog, membership packages, marketing campaigns, and referral programs — all connected to your CRM data.
- Services & packages
- Memberships
- Campaigns & referrals
Form Generator
Drag-and-drop form builder with templates. Embed on your website — every submission flows into leads and triggers automations.
- Visual form designer
- Website embed codes
- Workflow triggers on submit
Automation Engine
Build automations on an infinite canvas with triggers, conditions, delays, and actions. Monitor every run with live logs.
- Visual flow designer
- Scheduled & event triggers
- Execution logs
Finance & Billing
Invoices, installments, discounts, taxes, and referral commissions — designed for how clinics actually collect revenue.
- Installment plans
- Referral tracking
- Tax & discount rules
Activity History
Every change, message, and action logged automatically. Know exactly what happened and when across your entire clinic.
- Audit log
- Filter by user & module
- Compliance-ready records
Clinic Settings
Branding, staff & roles, pipelines, communication channels, security, and backups — everything to run your clinic your way.
- Role-based access
- Pipeline & stage config
- Channel integrations
Built for how clinics work
Deep dive into what matters
See how RapidX handles the workflows that eat your team's time every day.
From inquiry to booked appointment
Lead Pipeline
Track every lead through customizable pipeline stages. Move cards on Kanban, send bulk messages, assign tasks, and convert winners to customers — without leaving RapidX.
- Kanban & list views with custom stages
- Bulk actions: email, SMS, assign, move stage
- Lead source analytics and conversion tracking
- One-click convert to customer profile
- 1Kanban & list views with custom stages
- 2Bulk actions: email, SMS, assign, move stage
- 3Lead source analytics and conversion tracking
47
Avg. leads/week
34%
Conversion rate
Reply faster, miss nothing
Patient Conversations
Patients reach you on WhatsApp, SMS, or email — you reply from one unified inbox. Every thread is linked to the customer profile with full history for your whole team.
- Multi-channel inbox with real-time updates
- Saved templates for common replies
- Assign conversations to staff members
- Offline queue — messages sync when back online
- 1Multi-channel inbox with real-time updates
- 2Saved templates for common replies
- 3Assign conversations to staff members
< 2min
Avg. response time
100%
Conversation history
Bookings that run themselves
Smart Scheduling
Manage staff availability, block times, and recurring appointments. Share public booking links so patients schedule themselves — appointments land directly on your calendar.
- Day, week & staff views
- Public booking links per service
- Automated confirmation & reminder workflows
- Sync with lead and customer records
- 1Day, week & staff views
- 2Public booking links per service
- 3Automated confirmation & reminder workflows
23
Appointments/week
0
Double-bookings
Everything about every patient
Customer 360°
Open any customer profile and see services purchased, active tasks, open invoices, uploaded documents, and the full conversation — the complete picture before every call.
- Services, packages & membership status
- Task history and upcoming follow-ups
- Invoices, installments & payment tracking
- Document storage and shared notes
- 1Services, packages & membership status
- 2Task history and upcoming follow-ups
- 3Invoices, installments & payment tracking
1
Unified profile
∞
History retained
Workflow Automation
Automate the busywork.
Keep the human touch.
Build visual workflows with triggers, conditions, and actions — or let RapidX AI create them for you. Every step runs automatically while you focus on patients.
Live execution log
Visual Designer
Drag-and-drop nodes on an infinite canvas. No code required.
Smart Triggers
React to form submissions, record changes, schedules, and manual runs.
Full Visibility
Track every execution with detailed logs and live flow monitoring.
RapidX AI
Describe it. Review it. Save it.
Two AI superpowers built into your workspace — create automations and dashboard reports with natural language. No prompt engineering required.
AI Workflow Creator
Describe your automation in plain English. RapidX AI builds it on the canvas for you to review and save.
- Understands your clinic context and data model
- Generates ready-to-review output on the canvas
- You stay in control — edit before saving
Interactive Demo
See RapidX in action
Explore a live preview with sample data. Switch between views to experience the dashboard, lead pipeline, workflow designer, and AI assistant.
New Leads
47
+12%Appointments
23
+8%Revenue
$18.4k
+24%Conversion
34%
-2%Text updates
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