In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunities in BoondManager.
But manually creating a opportunities can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cliniko, it will trigger a corresponding opportunities creation in BoondManager.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
Cliniko is a cloud‑based practice management app for clinics and allied health practitioners—offering appointment scheduling, secure health records, billing and invoicing, telehealth, and multi‑location support.