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BRK Wellness CRM

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BRK Wellness CRM
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Cases

Everyone who has reached out, from first message to enrolled member.

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Person Journey Fee Stage Next step Owner Actions

Cases by stage

Drag a card to another stage, or press Next stage on it.

Won: in delivery

Won Cases by delivery phase. Handover happens once the agreed performance measures hold.

Calendar

Every meeting the team has booked, with its link and invite status.

Where the work comes from

Conversion, service demand and the problems clients bring to us.

Pipeline by stage

Cases currently at each stage

Fees by health concern

Open and engaged value, excluding closed Cases

What is slowing warehouses down

Enquiries by the challenge selected on the contact form

Ways in

Enquiries and enrolment rate by Journey

New Case

Take or upload a photo and the contact fields fill in.
  • One card per photo, front side only.
  • Photos only: JPEG, PNG or WebP. No PDFs; on a Mac, export iPhone HEIC photos as JPEG first.
  • Large photos are shrunk before upload; anything still over 3 MB is refused.
  • Up to 60 scans per person per hour.
  • Check every field after scanning: the AI can misread small or stylised print.
Contact
Enquiry
Engagement