CRTX 2026 Generation

The End of “Lead Management.” The Era of the Sales System.

Stop "managing" software and start closing patients. We’ve rebuilt CRTX into a high-velocity sales engine that qualifies, nurtures, and alerts you only when a human touch is needed.

Component 01: The Feed

One Job: Clear the “Priority” List.

Focus only on leads that requested a callback, a reschedule, or a human conversation. Scan your pipeline in seconds with sophisticated “Proof Badges” that tell you exactly why a lead is hot.

CRTX 2026 Priority List Dashboard
Component 02: The Profile

Every Tool. One View. Zero Clicks.

Text, Book, or Reschedule from a fixed header. Use the Stop CRTX Reply toggle to instantly take the wheel from the AI when you're ready to close the deal personally.

CRTX 2026 Patient Profile View

The CRTX Handoff Logic

How we turn cold traffic into warm handshakes.

01. Ingestion

Lead In

Facebook, Google, or Website leads hit the system instantly.

[New Lead: Sarah Miller]
02. AI Qualification

The Conversation

Hi Sarah! Do you prefer mornings or afternoons?
Actually, can I talk to someone about my insurance?
03. The Win

Team Alerted

The AI detects human response needed, stops replying, and moves Sarah to your Priority Feed.

✓ NOTIFICATION SENT

10-Minute Get-Started Checklist

Complete these 4 tasks to master the 2026 infrastructure.

Master the “Priority” Rule

Learn to clear the list to zero every day. If it's not in Priority, the AI has it under control.

Open a “Blue Dot” Lead

The Blue Dot indicates real-time activity. Handle high-intent leads in 60 seconds or less.

Use the “Status Router”

Update the stage (e.g., “Nurture”) and watch the dashboard clean itself automatically.

Verify Your “Alert Engine”

Go to Account Settings and use "Send Test Alert" to ensure your phone is synced.

Final Phase

CRTX 2026 goes live on Friday, March 13th.

Join us for the live walkthrough of the new architecture.

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