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OLYRON Operations
Pipeline, accounts, quotes, invoices, email and workflows for the business that runs the practice (or the company behind it).
| Clinic | Steps done | Next step |
|---|---|---|
| Example Nutrition Co. | 6 of 6 | Live |
| Example Wellness Co. | 4 of 6 | Import patient list |
| Harbor Lane Clinic | 3 of 6 | Publish booking page |
In it today
Each card names the code behind it, so you can see what exists today. We confirm what is switched on for your team during onboarding.
Leads and deals move through pipeline stages, each with an owner and a next step.
Companies and the people at them, each on one record with its history.
Send quotes and invoices, and take card payments through Stripe.
Every open task with an owner and a due date, and one list of what is due today.
Team email in one inbox, next to WhatsApp and website chat.
Triggers and steps for follow-up, reminders and hand-offs between your team.
Saved reports and analytics across pipeline, accounts and activity.
Connect Salesforce, HubSpot or Zoho when you need records in both places.
Bring contacts and leads in from a spreadsheet; existing emails are skipped, not duplicated.
Planned
These are not built yet. They are here so you can see the direction.
A queue for requests from the practices and teams you support.
Pilot agreements and contracts with status, owner and renewal date.
Target practices by area and segment, with who has been contacted.
Each new account's setup steps in one table, so nobody waits on you.
Staff sign-ins, patients sharing and follow-ups closed, as one number per pilot.
Questions
The people who run the business side: owners, practice managers and the company behind a group of practices. Patient-facing work lives in OLYRON Clinical.
It is not designed to. Operations works with accounts, contacts, deals, quotes and invoices. Lab results from OLYRON Labs are not part of it.
Yes. Connectors let you keep records in both places while you move over. See the connector guides in the docs.
Where drafting is switched on, it writes email drafts you review before anything is sent. Email drafts are never sent on their own; your team reviews each one.
South Florida practices
A walkthrough using the accounts and deals you work today.