Running a business is busy, and keeping track of inquiries is crucial. Boxly makes organising leads easy with custom Boxes.
Custom Boxes help sort and manage all incoming leads, ensuring nothing gets missed.
Stages in Boxly track each step of communication, from the first contact to booking appointments. This smooth tracking turns inquiries into loyal clients.
Each Box can link the ‘Won’ Milestone to a specific stage, which is where leads turn into sales.
In the Boxes we've built below, we highlight this stage you would link for easy reference: 
Won - Won Milestone
We've split the Boxes into Industries with their industry-specific Boxes and Stages
The Boxes
General DentistryStages:
Incoming
In conversation
Follow-Up Needed
Waiting For decision
Consultation Booked
Consultation Attended
Lost/No Response
Restorative DentistryStages:
Incoming
In Conversation
Follow-Up Needed
Consultation Booked
Consultation Attended
Lost/No Response
Cosmetic DentistryStages:
Incoming
Follow-Up
In Conversation
Consultation
Custom Plan Sent
Waiting For decision
Treatment Started
Lost
Emergency DentalStages:
Incoming
Triage
Immediate Action
Treatment
Post-Treatment
Follow-Up
Lost
OrthodonticsStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Facial AestheticsStages:
Incoming
Follow Up
Initial Consultation
Treatment Plan sent
Decision Pending
Lost
Invisalign TreatmentStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Dental ImplantStages:
Incoming
Follow Up
Initial Consultation
Treatment Plan sent
Decision Pending
Lost
The Boxes
Facial RejuvenationStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Lip AugmentationStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Eye RejuvenationStages:
Incoming
Consultation
Treatment Planning
Procedure
Aftercare
Follow-Up
Lost
Body ContouringStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
RhinoplastyStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Skin RejuvenationStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Injectable TreatmentsStages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
Incoming`
In conversation
Follow up needed
Discovery Call
Waiting for decision
Lost
Milestones
Track and report on the journey from lead to customer accurately.
