From first lookup to signed clinic, in one system.
The SRS sales platform for mConsent. LeadGen finds and builds dental practice leads, and Lead OS turns them into booked demos and closed deals.
LeadGen Portal
Find, add and enrich dental practice leads.
Lead OS
Qualify, contact and convert leads into customers.
One pipeline, two jobs.
Good sales starts with good data. LeadGen is where leads are sourced and built. Lead OS is where they're worked and won. Both portals use the same lead database, so a lead added in LeadGen shows up in Lead OS automatically. Nothing gets re-keyed and nothing gets exported between teams.
LeadGen Portal
Build the list that sales runs on.
LeadGen is the lead sourcing workspace. It's where the dental practices sales will contact get found, checked and filled in.
Run Lead Scan
Pull dental providers straight from the national NPI Registry, filtered by specialty and state, and save them to Lead OS in one step.
Leads Workspace
Add and manage practice contact details with filters and search. Changes sync to Lead OS automatically.
Lead Business Profile Search
Look up any existing lead by NPI, address or clinic name, then check its location in Google Earth before it goes to sales.
Export to Excel
Export the full filtered result set, not just the current page, for reporting and offline analysis.
Team Management
LeadGen admins create and manage their own portal users with permission boundaries.
LeadGen Admin (full access plus user management), LeadGen User (leads and search).
Lead OS
AI-powered dental sales intelligence, from qualified lead to closed deal.
Lead OS is the sales team's workspace. Every lead moves through one visible pipeline, and every touchpoint is logged.
Sales Pipeline (Kanban)
New → Assigned → ES Active → Ready for SDR → SDR Active → Demo → Sold. Bulk-move up to 50 leads at a time.
ES Qualification
ES reps verify and complete practice info before handoff. Enrich with Google in one click and check location via Google Earth.
SDR Outreach Sequences
Multi-day, template-driven cadences with calls, voicemails and emails. Due tasks turn red after 24 hours so nothing slips.
Demo Booking & Tracking
Schedule demos and track showed, no-show, rescheduled, canceled and sold. Canceled leads go to Nurture automatically.
Dispositions & Compliance
Bad Lead, Re-sequence and Do Not Call. DNC blocks all calling, and managers can recover leads when appropriate.
Email Templates
Reusable templates by role and category, with scheduled delivery and consistent messaging across reps.
Analytics & VP View
Pipeline metrics, leadership dashboards, and a full audit trail across every lead interaction.
Product Knowledge Base
mConsent product information, accessible to reps in the same app.
Admin, Sales, SDR Manager, SDR, ES (Engagement Specialist).
How it works
From initial registry discovery to a signed clinic in three connected phases.
Source
LeadGen scans the NPI Registry and builds verified practice profiles.
Qualify
Engagement Specialists complete and verify each lead in Lead OS.
Convert
SDRs run sequences, book demos and move practices to Sold.
Enterprise Access Standards
Session Timeout
Signed, time-limited sessions with a 30-minute idle timeout.
Authentication
Multi-factor authentication.
RBAC Controls
Role-based access across both portals.
Traceability
Full audit trail on lead activity.