For sales managers
Give each agent a discount limit, approve what goes above it, and see every case from New to Sold. No edited PDFs, no prices agreed in a chat.
A day without the hassle
What a sales manager does by hand today, and what takes its place.
09:00
Today
You ask each agent which patients are waiting for an offer.
With Diagnosit
The pipeline shows every case, its stage and who it is assigned to.
11:00
Today
An agent agrees a discount in a chat, and you hear about it later.
With Diagnosit
Each agent has a limit. Above it, the offer waits for your approval.
14:30
Today
You find a PDF where the price was changed before it was sent.
With Diagnosit
The price in the PDF is locked. What you approved is what the patient gets.
17:00
Today
Offers go out the next day because pricing a plan takes an hour.
With Diagnosit
An agent prices a confirmed plan and sends it in minutes.
Offer builder
Your agent picks the treatments, the price list and the discount. Above their limit, the offer comes to you before it reaches the patient.
Demo is playing. Change anything to take over.
Your limit: 10%Within your limit
Sample clinics and prices.
Want to see your own clinic on an offer? The free PDF builder is a simple version of this one.
Try building one yourself right nowControl and less manual work
Everything you check by hand today is enforced by Diagnosit.
Every case has its own room, so you can open any case and see what was said.
Your agent asks for a change in the app and gets an answer there, so the case does not stall.
A live link with 3D of the plan, images and prices broken down. Fewer questions, faster answers.
Questions
Short answers to the questions sales managers ask us most.
Each person has a discount limit. An offer inside the limit can be sent right away. An offer above it is sent to a manager, who approves or declines it before the patient sees anything.
No. The offer is priced from the clinic’s price list, and the PDF the patient receives cannot be edited. The price you approved is the price the patient sees.
Every case and its stage: New, Assigned, Diagnosed, Offered, Pre Sold and Sold, with the agent it is assigned to. You see which cases wait for a doctor, which wait for an offer and which wait for the patient.
No. Your CRM keeps your leads. Diagnosit runs what a CRM was never built for: the diagnosis, the treatment plan, the pricing and the offer. It connects with Zoho, Bitrix24, Odoo, Salesforce, HubSpot and Make.com, and it has a REST API and webhooks for anything else.
Once the doctor confirms the plan, the agent picks the price list and the discount, and Diagnosit builds the PDF and the live link. It takes minutes, not an hour of copying into a template.
Yes. Try the demo and see the manager’s screen for yourself. If it fits, our team will speak with your management about opening an account for the clinic.