How Manage Helps Sales & Marketing Teams

Grow Leads and Conversions with Connected Patient Journey Data

Attract new patients, improve conversions, and support acquisition efforts with clean, connected data from your PMS.

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Stand Out in Competitive Markets

See campaign performance, conversion rates, and lead volume by region or clinic to refine your strategy and improve results.

Improve Lead Generation & Nurturing

Track every lead from campaign to appointment, streamline follow-up, and maintain a consistent journey across locations.

See the Full Journey From First Touch to Revenue

Track every step of the patient acquisition funnel — campaign → lead → appointment → consultation → sale — in one place so you can identify bottlenecks and improve conversions.

Measure and Prove Marketing Impact

Connect marketing activity to clinical outcomes and revenue to demonstrate ROI clearly and confidently.

Align Marketing & Clinic Teams With Shared Insights

Give both marketing and clinic teams visibility into lead status, follow-up tasks, campaign performance, and downstream revenue so everyone works from the same data.

"We can precisely tailor when and how reminders are sent, optimizing our interaction with patients. We’ve integrated automatic follow-up emails post-appointment because they allow us to incorporate detailed information and maintain our clinic’s branding. This method has proven far more effective than text messages, enhancing our communication and patient engagement."

Adam Chell

Whitstable Hearing

Read Whitstable Hearing's Story →

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Onboarding & Training

Low-Disruption Onboarding

We map sources, consent, and naming conventions, then stand up sandbox syncs so your CRM, ads, and call tracking align before anything goes live.

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Manage isn’t a marketing tool — and it doesn’t try to be.

We know you already use great platforms for campaigns and CRM, so we built Auditdata Manage to connect with them. Our open API and Zapier support let you keep the systems you rely on while getting cleaner data, stronger insights, and better results from every campaign.

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Auditdata Manage tracks every lead from campaign to appointment, supports structured follow-up, and highlights where conversions drop. When used with Auditdata Engage, Auditdata’s tablet-based hearing screener, high-intent leads flow directly into the system — reducing manual entry, preventing dropped leads, and improving conversion from first touch to consultation.
Yes. Auditdata Manage connects marketing activity to clinical outcomes so you can see which channels and campaigns drive revenue, not just clicks — giving you a true view of CAC and ROI.
Standardized workflows, tasks, and automated reminders ensure teams follow up promptly and consistently, reducing leakage and preventing leads from falling through the cracks.
Yes. Auditdata Manage integrates with CRM systems, call centers, marketing automation tools, and more through an open API and Zapier, giving your team accurate data without manual work.
Absolutely. Auditdata Manage provides visibility across all clinics while allowing you to compare performance by region or individual location.
Auditdata Manage links your marketing activity to actual clinical outcomes, showing the full path from campaign → lead → appointment → revenue. This makes it easy to demonstrate which campaigns generate high-quality leads, where money is being wasted, and how marketing directly contributes to acquisition and growth.
Auditdata Manage keeps lead data clean and standardized across clinics. Paired with Engage, high-intent screened leads enter the PMS instantly — improving accuracy, reducing manual work, and giving marketing teams stronger leads to nurture.
Auditdata Manage unifies sales, marketing, and clinic data so you can see the entire journey in one place — lead volume, campaign performance, follow-up cadence, appointment conversions, and downstream revenue.
Yes. Auditdata Manage’s workflows and reminders help ensure leads are contacted quickly, followed up consistently, and moved forward — even when clinics are busy.
Auditdata Manage centralizes all KPIs into one dashboard, allowing you to compare lead quality, conversion rates, and marketing effectiveness across regions, clinic groups, or individual locations.
Yes, when integrations are in place, leads from screeners, campaigns, and referral sources flow directly into our audiology practice management software. This allows clinics to route leads into scheduling and follow-up workflows while giving marketing teams clear visibility into attribution and calendar impact.