Lead Pipeline Board
Drag cards between stages to update
Loading pipeline...
Campaigns
| Name | Channel | Status | Budget | Spend | ROAS | Leads | Consults | Surgeries | Actions |
|---|---|---|---|---|---|---|---|---|---|
Loading... | |||||||||
ROAS Dashboard
Marketing Funnel — Stage Conversion
Spend vs Revenue by Channel
Campaign Performance
| Campaign | Channel | Spend | Revenue | ROAS | Leads | Surgeries |
|---|---|---|---|---|---|---|
Lead Magnet Generator
AI generates complete, ready-to-use assets - choose a type and get a full draft in seconds
target
Choose Type
Quiz / Assessment
Guide / eBook
Checklist
Infographic
Video Script
Free Consult Offer
Crafting your lead magnet...
Interactive Quiz Builder
Generate an embeddable HTML quiz with lead capture - ready to paste on your website
Building your quiz...
PDF Guide Generator
AI writes a complete downloadable guide - introduction, chapters, key takeaways, and CTA
Writing your guide...
Checklist Generator
Generate printable patient checklists for pre-op, post-op, consultation prep, and more
Creating checklist...
Email Nurture Sequences
AI writes complete 3-5 email sequences to nurture leads from opt-in to booked appointment
Writing your email sequence...
Infographic Builder
Generate data-driven visual infographics - procedure comparisons, recovery timelines, IOL charts
Designing your infographic...
My Lead Magnets
Published lead magnets get a public landing page URL
Loading...
April 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Facebook
Instagram
Google Business
Draft
AI Social Content Generator
Generate platform-optimized posts, hashtags, and captions in seconds
Content Template
Generating content...
Post Queue
Platform Connections
Connect your practice's social accounts to enable scheduling and analytics
How to connect your accounts
📘 Facebook
1. Go to Meta Business Suite
2. Settings → Page Access Tokens
3. Generate a Page Access Token
4. Paste it in the form above
2. Settings → Page Access Tokens
3. Generate a Page Access Token
4. Paste it in the form above
📷 Instagram Business
Requires a connected Facebook Page.
Use the same Page Access Token — Instagram Graph API is accessed through your FB Page credentials.
Use the same Page Access Token — Instagram Graph API is accessed through your FB Page credentials.
📍 Google Business
1. Go to Google Business Profile
2. Settings → API Access
3. Generate an OAuth token via Google Cloud Console
4. Paste your Location ID and token
2. Settings → API Access
3. Generate an OAuth token via Google Cloud Console
4. Paste your Location ID and token
Social Analytics
Engagement performance across all published posts
Published Posts
| Platform | Caption | Scheduled | Likes | Comments | Shares | Reach | |
|---|---|---|---|---|---|---|---|
Click the ✏ icon on any post to update its engagement metrics manually after it has been posted.
Referral Analytics
Manage Referral Sources
Top Referral Sources
| Name | Type | This Month | Total | Revenue | Conv. Rate | Health |
|---|---|---|---|---|---|---|
✦ AI Marketing Studio
Generate complete ad creatives, copy, images, taglines & campaigns — powered by AI, tailored to ophthalmology
✦ Ad Creative Studio
Build complete, ready-to-post ads — background image + text composited into a single finished creative
Photography-grade AI
Platform & Format
Facebook Feed
1200 × 628
Instagram Square
1080 × 1080
Instagram Story
1080 × 1920
Facebook Story
1080 × 1920
Google Display
300 × 250
Text Layout
Your ad creative will appear here
Select format, campaign type, and click Generate
Ad Copy Generator
AI-crafted headlines, body copy, CTAs & hashtags — tailored to your practice
Crafting your copy...
AI Image Generator
Generate professional ad imagery — auto-branded for your practice
Creating your visual...
A/B Variant Generator
Generate test variants from any saved copy asset
Generating variations...
Tagline Engine
10 ranked taglines with engagement scores — find your practice voice
Finding your voice...
Campaign Templates
One-click blueprints — generates copy & creates campaign automatically
Premium IOL Awareness
Targets 55+ cataract patients
LASIK Spring Special
25–40 active lifestyle
Dry Eye Awareness
Adults with dry eye symptoms
New Patient Welcome
General public awareness
Referral OD Thank You
Referring optometrists
My Assets Library
Loading assets...
G
GoHighLevel
Bidirectional lead + pipeline sync
Loading…
Connect your GHL account to automatically sync leads and pipeline stages between OpticClose and GoHighLevel.
Universal Webhook
Salesforce, HubSpot, Zoho, Zapier, custom CRMs
Loading…
Inbound — External CRM → OpticClose
POST to this URL to create leads in your pipeline from any external system:
API Key (X-Api-Key header)
No key generated yet.
Outbound Webhook Configuration
OpticClose fires webhooks to your external CRM when lead events occur. Retries up to 3 times with exponential backoff.
Events that trigger outbound webhooks:
⚡
Zapier / Make.com Compatible
Your inbound webhook accepts this JSON format from any Zapier action, Make.com module, or custom CRM:
{
"first_name": "Jane",
"last_name": "Smith",
"email": "jane@example.com",
"phone": "+1-555-0100",
"source": "facebook_ad",
"campaign": "LASIK Summer 2026",
"notes": "Interested in LASIK, contacted via website chat"
}
Set
X-Api-Key: your_key in the request headers.Webhook Delivery Log
Last 50 inbound receipts and outbound deliveries
No deliveries yet
🔍
Keyword Research Engine
AI-powered local SEO keyword discovery
✍️
Blog Post Generator
SEO-optimized articles with one click
Campaign Type
📬
Newsletter
Monthly updates
📅
Appt Reminder
Reduce no-shows
🏥
Post-Op Follow-Up
Recovery check-in
🌟
Seasonal Promo
Procedure offers
💫
Re-Engagement
Win back patients
🤝
Referral Ask
Ask for referrals
📖
Education
Procedure info
🏦
Insurance Alert
Use benefits
Target Segment
Estimated reach: 1,240 contacts
Tone & Options
✉
Email Preview
Select a campaign type, segment, and tone — then click Generate to create AI-written email copy
Overall Rating
4.8 ★
Across all platforms
Google
4.9
127 reviews
Yelp
4.6
89 reviews
Healthgrades
4.8
203 reviews
Total Reviews
419
+12 this month
Sentiment Trend — Last 6 Months
Nov
Dec
Jan
Feb
Mar
Apr
😊 Positive sentiment trend
↑ +20% vs 6mo ago
🔔 Needs Response
2 reviews
★★☆☆☆
Google
2 days ago
"Waited 45 minutes past my appointment time with no explanation…"
★★★☆☆
Yelp
5 days ago
"The doctor was great but the billing process was confusing…"
AI Review Response Generator
Review Request Automation
Recent Reviews
Active Referrers
48
+6 this month
Referrals This Month
32
+8 vs last month
Conversion Rate
68%
22 surgical conversions
Revenue Attributed
$187K
YTD from referrals
🏆 Referral Leaderboard — This Quarter
👁 OD → MD Pipeline
Provider Referrals
🎁 Reward Tiers
💡 Reward tiers automatically send thank-you communications when a patient reaches each milestone. Configure your CRM integration to trigger these automatically.
📊 Referral Source Analytics
✉ Automated Referral Communications