⚡ Jeeve Engage

Your clinic's growth engine

Connect your PMS and accounting software to grow revenue, rebook more patients, and keep your team aligned. Powerful CRM tools, automated follow-ups, AI financial insights, and six real-time dashboards in one platform.

Measure. Analyse. Predict. Grow.

From tracking financial KPIs to predicting patient behaviour, Jeeve Engage gives your entire team the insights they need to run smarter and grow faster.

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Measure

Track your financial, front desk, and clinical KPIs in intuitive real-time dashboards

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Analyse

Analyse clinical trends and benchmark your expenses against industry standards

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Predict

Forecast with advanced algorithms and PMS + Xero integrations

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Marketing ROI

Track your ROI and discover how much it costs to get a new patient in your chair

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Income & Expenses

Integrates with Xero and your PMS for the full picture of financial health

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Multi Practice

Capable of handling multiple clinics within a group from a single login

The KPIs that matter most,
right at your fingertips

Jeeve Engage combines data from your PMS and accounting software into six focused dashboards, so you can keep your finger on the pulse of your business.

Owner's Dashboard

$184KRevenue MTD↑ 12.4%
94%Chair Utilisation↑ 3.2%
47New Patients↑ 18%
$128Cost Per Lead↓ 5%
$42.8KProduction↑ 8.1%
86%Chair Utilisation↑ 2.5%
142Procedures↑ 11%
4.8Avg Rating↑ 0.2
Restorative 35%
Crown & Bridge 25%
Implant 20%
Endo 12%
🔒 Your data is private. Colleague benchmarks are anonymised.
23Today's PatientsFull day
2No Shows↓ vs avg
97%Confirmation Rate↑ 4%
4Waitlist ReadyAvailable
$128Cost Per Lead↓ 12%
38%Conversion Rate↑ 5.2%
$4.2KAd Spend MTDOn budget
6.8xROAS↑ 1.2x
$184KRevenue↑ 12.4%
$142KExpenses↑ 3.1%
$42KNet Profit↑ 22%
22.8%Margin↑ 2.4%
34Overdue Recalls↓ 12
18Treatment PlansPending
$89KPipeline Value↑ 15%
72%Rebook Rate↑ 6%

Start every day with a
data-driven playbook

Our unique Morning Huddle gives your entire team a daily briefing on what's important, who needs following up, and what goals the clinic wants to achieve. Data-driven alignment in under 5 minutes.

  • Daily metrics brief with key performance indicators
  • Priority patients and follow-up tasks surfaced automatically
  • Clinic goals with progress tracking
  • Designed for the whole team, not just managers

☀️ Morning Huddle

Monday, 30 March 2026
Good morning, Dr. Chen
Here's your daily briefing for Sydney CBD Dental
$12,400 Production target
18 Patients booked
3 New patients
!
Sarah M - overdue recall (6 months)
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📋
James C - treatment plan pending ($5,200)
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Emma D - rescheduled from last week

Independent feedback.
In real time.

Dentists are used to feedback in school, then suddenly it disappears in private practice. Jeeve Engage lets all associates track their own progress, review procedures, follow trends, and see which CPD courses have actually made a difference. Benchmarked anonymously against colleagues.

  • Track your own procedures and production
  • See your procedure mix and identify growth areas
  • Anonymous benchmarking against colleagues
  • Follow trends and measure impact of CPD
  • Feedback when you want it, independently
Dr Sarah Chen - My Performance
Last 12 months
$42.8K
This Month
↑ Personal Best
86%
Chair Utilisation
↑ Above avg
142
Procedures
vs 128 clinic avg
Procedure Mix
Restorative 35%
Crown & Bridge 25%
Implant 20%
Endo 12%
🔒 Your data is private. Colleague benchmarks are anonymised.

Turn every enquiry
into a patient

Visual pipelines built for dental workflows. Track every enquiry from first contact through to treatment completion with full visibility, automated follow-ups, and conversion tracking.

  • Drag-and-drop Kanban pipeline
  • Lead scoring and activity timeline
  • Workflow automation with conditional branching
  • Automated follow-up workflows
  • Unified inbox for all patient communications

New Patient Pipeline

This month
New 5
Sarah Mitchell
Whitening enquiry
$650
James Cooper
Implant consult
$5,200
Contacted 3
Emma Davis
Invisalign interest
$6,800
Booked 4
Michael Lee
Crown - Mar 28
$1,800
Won 8
Tom Williams
Veneer treatment
$12,400

AI CFO - your financial
co-pilot

Every Engage subscription includes AI CFO, your intelligent financial advisor. It analyses your clinic's data to surface cost-saving opportunities, benchmark against industry standards, and forecast financial outcomes.

  • Automated cost optimisation recommendations
  • Overhead analysis benchmarked to industry
  • Provider ROI analysis per clinician
  • Cash flow forecasting and alerts
  • Monthly AI-generated financial insights report
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AI CFO
Financial Intelligence
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Cost Optimiser

AI finds savings across lab fees, supplies, and overheads

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Overhead Analysis

Benchmark expenses against industry standards

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Provider ROI

True profitability per clinician, per procedure

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Cash Flow Forecast

Predict and plan with AI-powered projections

Works with your favourite software

Ready to grow smarter?

See how Jeeve Engage helps dental practices track KPIs, convert more patients, and keep their teams aligned.