Patients, not deals
Pipedrive moves deals through stages. Coherent starts from each patient in your PMS: who cancelled, who's due back, who never rebooked.
In PipedriveDeals in a pipelineWith CoherentPatients from your PMS
Changing systemsPipedrive
Moving from Pipedrive
Move patient follow-up to a platform and team built for clinics. Coherent works from your PMS diary, contacts patients who cancel, lapse or never rebook, answers the replies and puts approved bookings back in your PMS. Keep Pipedrive for consultants' sales deals if they work for you.
30 minutes. Bring your Pipedrive setup, not patient details.
After the switch
What does Pipedrive do for your clinic today?
Why clinics switch
Pipedrive is a strong sales pipeline tool. Patient follow-up is a different job: it runs on your diary, the replies and your clinic's own booking rules.
Pipedrive moves deals through stages. Coherent starts from each patient in your PMS: who cancelled, who's due back, who never rebooked.
When each consultant chases their own clients, the same patient can hear from several people. Coherent agrees who contacts whom, and every conversation sits in one place.
Patients reply by WhatsApp, text or email. A coordinator answers each one to your clinic's booking rules, and anything clinical goes to your team.
Approved bookings go into your diary, and reporting shows what each programme booked, not which deals were marked won.
Pipedrive is priced per seat, and someone still has to do the follow-up. Coherent is one monthly price that covers the platform and the coordinators who use it.
Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.
Drawn from what clinics keeping clients in Pipedrive told us on calls. Your setup may differ, and we map it with you first.
The switch plan
Nothing is switched off until its replacement runs. Each Pipedrive automation pauses on the day its Coherent programme starts, so no patient hears from both.
We go through your pipelines, automations and email sequences, and agree what moves, what stays and what retires.
Pipedrive audit
Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.
The first programme goes live. Its Pipedrive automation pauses the same day, and a coordinator approves every reply.
Launch day
Once a programme runs well, you switch off the automation it replaced. Sales deals stay in Pipedrive if you keep them.
Checklist
Your Pipedrive data
Already on Pipedrive? That's a good start. Your pipelines, deals and history stay where they are, and Coherent takes over the patient follow-up.
Pipelines, deals and sales reporting can stay in Pipedrive. Coherent replaces patient follow-up only.
We check any opt-outs you keep in Pipedrive against your PMS contact settings before the first message goes out.
Each programme finds its patients in your PMS appointment history. Your Pipedrive deals and history stay in your account.
Where each one is stronger, and how clinics run both.
Fit and limits
Coherent takes over patient follow-up. It doesn't replace everything Pipedrive can do, so keep it for the work Coherent isn't built for.
Questions
Answers reviewed with our product team before publishing. Last updated 13 November 2026.
Ask us your own questionPipedrive is built for moving deals through a pipeline. Patient follow-up starts from your diary: who cancelled, who's due back, who never rebooked. Coherent does that work for you, timed from your PMS, with coordinators replying to your clinic's rules.
Yes. We agree which patients Coherent contacts and which stay with your team, and you can see every conversation, so nobody calls a patient who has just heard from us.
No. Coherent runs on its own platform, works from your PMS and shows you every conversation. Pipedrive keeps whatever you decide to leave in it.
For sales deals, Pipedrive is the CRM Zendesk suggests to Sell customers. For patient follow-up, Coherent runs it from your PMS instead, so you may not need a sales CRM for that work.
In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.
One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.
Pipedrive switch call
A walkthrough of what Pipedrive does for your clinic today, what Coherent would run for you, and what stays where it is.
What does Pipedrive do for you today?
Changing systemsPipedrive
Moving from Pipedrive
Move patient follow-up to a platform and team built for clinics. Coherent works from your PMS diary, contacts patients who cancel, lapse or never rebook, answers the replies and puts approved bookings back in your PMS. Keep Pipedrive for consultants' sales deals if they work for you.
30 minutes. Bring your Pipedrive setup, not patient details.
After the switch
What does Pipedrive do for your clinic today?
Why clinics switch
Pipedrive is a strong sales pipeline tool. Patient follow-up is a different job: it runs on your diary, the replies and your clinic's own booking rules.
Pipedrive moves deals through stages. Coherent starts from each patient in your PMS: who cancelled, who's due back, who never rebooked.
When each consultant chases their own clients, the same patient can hear from several people. Coherent agrees who contacts whom, and every conversation sits in one place.
Patients reply by WhatsApp, text or email. A coordinator answers each one to your clinic's booking rules, and anything clinical goes to your team.
Approved bookings go into your diary, and reporting shows what each programme booked, not which deals were marked won.
Pipedrive is priced per seat, and someone still has to do the follow-up. Coherent is one monthly price that covers the platform and the coordinators who use it.
Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.
Drawn from what clinics keeping clients in Pipedrive told us on calls. Your setup may differ, and we map it with you first.
The switch plan
Nothing is switched off until its replacement runs. Each Pipedrive automation pauses on the day its Coherent programme starts, so no patient hears from both.
We go through your pipelines, automations and email sequences, and agree what moves, what stays and what retires.
Pipedrive audit
Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.
The first programme goes live. Its Pipedrive automation pauses the same day, and a coordinator approves every reply.
Launch day
Once a programme runs well, you switch off the automation it replaced. Sales deals stay in Pipedrive if you keep them.
Checklist
Your Pipedrive data
Already on Pipedrive? That's a good start. Your pipelines, deals and history stay where they are, and Coherent takes over the patient follow-up.
Pipelines, deals and sales reporting can stay in Pipedrive. Coherent replaces patient follow-up only.
We check any opt-outs you keep in Pipedrive against your PMS contact settings before the first message goes out.
Each programme finds its patients in your PMS appointment history. Your Pipedrive deals and history stay in your account.
Where each one is stronger, and how clinics run both.
Fit and limits
Coherent takes over patient follow-up. It doesn't replace everything Pipedrive can do, so keep it for the work Coherent isn't built for.
Questions
Answers reviewed with our product team before publishing. Last updated 13 November 2026.
Ask us your own questionPipedrive is built for moving deals through a pipeline. Patient follow-up starts from your diary: who cancelled, who's due back, who never rebooked. Coherent does that work for you, timed from your PMS, with coordinators replying to your clinic's rules.
Yes. We agree which patients Coherent contacts and which stay with your team, and you can see every conversation, so nobody calls a patient who has just heard from us.
No. Coherent runs on its own platform, works from your PMS and shows you every conversation. Pipedrive keeps whatever you decide to leave in it.
For sales deals, Pipedrive is the CRM Zendesk suggests to Sell customers. For patient follow-up, Coherent runs it from your PMS instead, so you may not need a sales CRM for that work.
In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.
One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.
Pipedrive switch call
A walkthrough of what Pipedrive does for your clinic today, what Coherent would run for you, and what stays where it is.
What does Pipedrive do for you today?