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ENGAGE · CHIROBASIX CRM

The Operating
System For
Your Practice

ENGAGE replaces 6 disconnected apps with one platform. Lead pipeline, 2-way SMS, online calendar, AI front desk, automations, call tracking, social, email, web chat, and lead forms — all in one place.

Virtual CA Unified Inbox Automations
New patient lead
Sarah J. · Google Ad · just now
Virtual CA booked
New patient · Tue 9 AM
EN
4
Patient Pipeline
23 active leads · updated 2 min ago
New Lead
New
8
Sarah J.
Google Ad
Mike R.
Web Form
+6 more
Contacted
6
Diego R.
SMS sent
Anna K.
Voicemail
+4 more
Booked
5
Lisa P.
Tue 9 AM
Tom B.
Wed 2 PM
+3 more
Patient
4
Jenna M.
4 visits
Marcus T.
8 visits
+2 more
14
New patients this week
68%
Booked rate
2 min
Avg response time
The Stack You Don't Need Anymore
ENGAGE replaces these tools — one login, one bill
Standalone CRM
$89/mo
SMS app
$49/mo
Scheduling tool
$39/mo
Email platform
$59/mo
Web chat widget
$29/mo
Social scheduler
$49/mo
Review software
$79/mo
Call tracking
$45/mo
Old stack subtotal
$438 / mo
EN
ENGAGE
One platform · included with every CHIROBASIX program
Bundled
Why Engage

The Whole Front Office,
One Login

Most practices run their front office across a patchwork of 4 to 8 disconnected tools — a CRM, a texting app, a scheduling tool, a chat widget, a review platform, a social planner, and somebody's spreadsheet. Leads slip through the cracks. So does revenue.

ENGAGE collapses the whole stack into one platform — your team works one inbox, one calendar, one pipeline, and one workflow engine. We build it. Your front desk runs it. Your practice grows.

One Inbox For Every Channel
SMS, email, web chat, missed calls, and social DMs all thread to a single conversation view your team works from.
One Pipeline For Every Lead
Every new-patient inquiry tracked from first touch to first visit — with the source, owner, and next step on the card.
One Automation Engine
Custom workflows fire on every event — lead created, call missed, visit completed — so nothing falls through the cracks.
Book a Free Consultation
Pipeline & Lead Tracking

Every Lead.
One Pipeline.

From the second a lead lands — Google Ad, Facebook, web form, missed call, or referral — they live on the ENGAGE board. Drag them through the stages. See who's up next, what was said, and what should happen next. No more lost leads, no more guessing.

EN
ENGAGE · New Patient Pipeline
Updated 2 minutes ago · 26 active leads
New Lead
8
Sarah Johnson
Google Ad
#G-Ads
2m ago
SJ
Mike Rivera
Web Form
#site
12m ago
KM
Anna Khoury
Facebook Ad
#FB-Ads
38m ago
KM
+5 more
Contacted
6
Diego Ramos
SMS sent
#warm
14m ago
SJ
Tom Burns
Missed call
#callback
1h ago
KM
Jess Liu
AI follow-up
#nurture
2h ago
AI
+3 more
Booked
5
Lisa Park
Tue 9:00 AM
#new-pt
Confirmed
SJ
Marcus Tate
Wed 2:30 PM
#exam
Confirmed
KM
Robin Vance
Thu 11:00 AM
#exam
Pending
KM
+2 more
Showed
7
Jenna Miller
Visit 1
#patient
Today
Dr L
Hugo Nelson
Visit 1
#patient
Today
Dr L
Priya Shah
Visit 1
#patient
Yesterday
Dr L
+4 more
<2 min
Avg response time to new leads
More likely to convert when reached <5 min
100%
Lead source attribution
0
Leads lost in spreadsheets
2-Way Texting & Web Chat

One Inbox,
Every Channel

Patients message you on every channel they can find — SMS, your website chat widget, Facebook, Instagram, Google Business, missed calls. ENGAGE threads every conversation by patient, so your team works one inbox instead of five.

2-way SMS from your practice number
Website chat widget with auto-greeting
Facebook, Instagram & Google Business DMs
Missed-call text-back fires in seconds
Desktop & mobile app for your front desk
See A Demo
Inbox
3 NEW
All
SMS
Chat
Social
Calls
S
Sarah Johnson
Yes please, can we move it to 4 PM?
2m
M
Mike Rivera
Hi! Do you take Blue Cross?
5m
A
Anna Khoury
How much for an exam?
14m
D
Diego Ramos
☎ Missed call · auto-text sent
38m
J
Jess Liu
Are you open Saturdays?
1h
T
Tom Burns
Confirmed for Tuesday, thanks!
2h
S
Sarah Johnson
SMS · +1 (616) 555-0148
Today · 2:14 PM
Hi Sarah! Quick reminder you're booked tomorrow at 9 AM with Dr. Lee. Reply C to confirm 👋
Actually any chance we can move it to the afternoon?
Of course! How does 4 PM tomorrow work?
Yes please, can we move it to 4 PM?
Reschedule
Send booking link
✓ Confirm 4 PM
Reply via SMS…
Send
Virtual CA · Riley
Live call · 2:14
Thanks for calling Your Chiropractic Practice! This is Riley, how can I help today?
S
Hi — I tweaked my back over the weekend. Are you taking new patients?
Absolutely — we love helping with that. Quick question: do you have insurance you'd like us to bill, or would self-pay work better?
S
Blue Cross PPO.
Perfect — we're in-network. Sounds like an acute issue, so I'd recommend a new-patient exam first. Does Tuesday at 9 AM or Wednesday at 4 PM work?
S
Tuesday at 9 works.
Got it. Can I grab your full name and the best email for the confirmation and intake forms?
S
Sarah Johnson — sarah.j@gmail.com.
You're booked Tuesday at 9 AM with Dr. Lee. I'll send the confirmation, the new-patient forms, and parking info in the next minute. See you Tuesday, Sarah!
Appointment booked: Sarah J. · Tue 9:00 AM
New patient exam · Dr. Lee · insurance verified
Synced
Confirmation SMS sent
Intake forms emailed
24h reminder queued
Powered by AI

Meet Your AI Front Desk

Virtual CA answers your phone, replies to your web chat, returns missed calls by text, qualifies new leads, and books appointments directly on your calendar — 24/7, in your practice's voice. Trained on your services, hours, insurance, and pricing.

Answers inbound calls
Picks up on the second ring after hours, evenings, or whenever your front desk is on another line.
Books on your calendar
Qualifies new patients, checks availability, and drops the appointment straight into ENGAGE.
Auto text-back on missed calls
Every missed call gets a personalized SMS within seconds — no lead lost.
Stays in your voice
We train it on your tone, FAQs, and pricing. It never sounds like a generic bot.
Hear Virtual CA Live
Live · Talk To AI Right Now

Try Virtual CA
In Your Browser

Don't take our word for it. Start a live conversation right here on the page — ask about hours, insurance, pricing, or book a fake appointment. See exactly how Virtual CA handles a new patient inquiry.

No sign-up · 30 seconds to try · Real AI conversation
Online Calendar & Booking

Patients Book
While You Sleep

A clean, fast booking page that lives on your website, in your SMS replies, in your ads, and in the email signatures of every team member. ENGAGE owns the calendar — availability, intake forms, reminders, and no-show recovery all run together.

24/7 self-service booking
Patients pick a slot any time — nobody waiting on hold or playing phone tag.
Provider-specific calendars
Separate availability and rules per doctor, exam room, or service type.
Intake forms attached
Forms auto-send with the booking confirmation — patients arrive ready.
Auto reminders & confirmations
24h + 2h SMS and email reminders cut no-show rates by 30–50%.
Dr. Lee · This Week
November 18 — 22 · 21 appointments
Mon
18
Tue
19
Wed
20
Thu
21
Fri
22
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
Marcus T.
Adjustment
Devon P.
Adjustment
Erin M.
New patient exam
Carlos R.
Adjustment
James R.
Adjustment
Sarah J.
New patient exam
Jenna M.
Adjustment
Lisa K.
Decompression
Robert N.
Adjustment
Emily W.
New patient exam
David Y.
Follow-up
Diego R.
Adjustment
Hugo N.
Adjustment
Sophie B.
New patient exam
Tom B.
Adjustment
Lisa P.
New patient exam
Anna B.
Adjustment
Priya S.
Decompression
Mike R.
Initial consult
Anna K.
Adjustment
Carla V.
Adjustment
New patient
Existing patient
21 reminders queued
Automated Workflow Builder

Your Practice On
Autopilot

The ENGAGE workflow builder turns every patient touchpoint into a system. New leads, missed calls, completed visits, lapsed patients, birthdays, reviews — each one fires an automation that runs in the background while your team focuses on care. We build the workflows for you, monitor performance, and tune them over time.

EN
ENGAGE · Workflow Builder
Missed Call Recovery
Active
9 callers in this workflow now
Trigger
Inbound Call Missed
Source · Call tracking number
Wait
30 seconds
Let voicemail finish
Send SMS
Hi! Sorry we missed your call...
Via · Practice 10DLC number
If / Then
Replied within 30 min?
Branch on conversation event
YES
Send
Booking link
Tap to pick a slot
CRM
Move to 'Hot Lead'
Notify front desk
NO
Wait
6 hours
Quiet-hours aware
Virtual CA
AI follow-up call
Qualify · book · tag
Pre-Built Automations Included With Every Program
New Lead Follow-Up
Instant SMS + email sequence when a new lead comes in from any ad, form, or call.
Missed-Call Text-Back
Automatic text reply the moment a call goes unanswered — no lead lost.
Appointment Reminders
24h + 2h reminders with one-tap confirmations that update your calendar.
Review Request
Auto-fires after each visit asking for a Google review at the perfect moment.
Lapsed Patient Reactivation
Wins back patients who haven't booked in 60 / 90 / 180 days.
Birthday & Milestones
Personalized birthday wishes and patient-anniversary check-ins all year.
Marketing & Acquisition Tools

Built To Acquire,
Not Just Manage

ENGAGE isn't just where leads land — it's where new ones come from. Four marketing tools, all wired into the same pipeline, inbox, and automations so every campaign feeds back into the same source of truth.

Call Tracking

Every Call. Sourced.

Unique tracking numbers per campaign — see which ad, keyword, or landing page is driving phone calls. Every call recorded, transcribed, and attached to the lead's record.

Google Ad · "chiropractor near me"
14
Facebook Ad · spring promo
9
Organic search
6
Direct · existing patients
4
33 calls this week · 6h 18m recorded
Social Media Planner

Plan. Schedule. Post.

Plan your Facebook, Instagram, and Google Business posts in one calendar. Schedule weeks in advance. Recycle reviews and patient wins into ongoing organic content.

M
T
W
T
F
S
S
fb
ig
fb
gbp
ig
fb
ig
gbp
fb
Facebook Instagram GBP
Email Marketing

Newsletters & Campaigns

Drag-and-drop email composer, full template library, list segmentation, A/B subject lines, and detailed analytics — all built into the same CRM your front desk lives in.

5 Stretches For Sciatica Relief
BOOK YOUR VISIT
48.2%
Open rate
7.4%
Click rate
12
Bookings
Lead Forms & Web Chat

Capture Every Visitor

Conversion-tuned forms, popups, and the website chat widget — all wired into your pipeline. Every submission triggers an automation; no copy-paste between tools.

Book A Free Consultation
Name
Phone
Email
BOOK NOW
Chat with us!
👋 Hi! How can we help?
Do you take Blue Cross?
Inside Engage

Twelve Tools.
One Platform.

ENGAGE is the all-in-one platform we build every CHIROBASIX program on top of. Here's what's inside.

Pipeline Management

Visual lead pipeline tracking every new-patient inquiry from first touch to first visit — with source, owner, and next-step on the card.

2-Way SMS

Text patients directly from the ENGAGE inbox on desktop or mobile. Threaded by patient, with saved replies and AI-drafted suggestions.

Online Calendar & Booking

24/7 self-service booking with provider-specific availability, intake forms, and automated reminders that cut no-shows 30–50%.

Virtual CA (AI Receptionist)

AI answers your phone, replies to web chat, returns missed calls by text, and books new patients straight onto your calendar — 24/7.

Automated Workflows

Multi-step SMS + email + voice sequences with if/then branching, time delays, business-hours awareness, and conversion reporting.

Call Tracking

Unique numbers per campaign, full call recording and transcription, with every call attached to the lead's record in the pipeline.

Social Media Planner

Plan and schedule Facebook, Instagram, and Google Business Profile posts from one calendar — weeks in advance.

Email Marketing

Drag-and-drop composer, full template library, list segmentation, A/B subject lines, and detailed analytics built into the CRM.

Website Chat Widget

A live chat widget on your website with auto-greeting, AI-assisted replies, and seamless hand-off to your team — all in the same inbox.

Lead Forms & Pop-Ups

Conversion-tuned forms, scroll-trigger pop-ups, and exit-intent prompts. Every submission triggers an automation — no copy-paste.

Mobile App

Your full inbox, pipeline, and calendar in your pocket. Reply to a patient SMS or accept a booking from anywhere.

Reporting & Attribution

Source-attributed conversion reporting on every workflow, ad, and channel. See exactly what drives new patients — in real time.

Don't take our word for it

Chiropractic Marketing
Success Stories

Dr. Alan Bertolero
"

Best marketing group for chiropractors around. One of the main reasons of my success in practice is because of CHIROBASIX.

Dr. Alan Bertolero
Step Up Chiropractic
Trusted by hundreds of chiropractors
Dr. Derrick Pallis
Dr. Dan Miller
Dr. Seth Wilde
Dr. Gregory Bernard
Dr. Leland Ferguson
Dr. Tory Robson
Dr. Donald Reese
Dr. Levi McQueary
Common Questions

ENGAGE CRM
FAQs

Quick answers to the most common questions chiropractors ask about ENGAGE, Virtual CA, and what's included. Still curious?

Talk With Our Team
ENGAGE is the all-in-one chiropractic CRM that powers every CHIROBASIX client. It runs your lead pipeline, 2-way SMS and email, online calendar, Virtual CA™ AI receptionist, automation workflows, call tracking, social planner, web chat, and lead forms — all from a single dashboard your team uses every day. Most practices replace 4–6 disconnected tools when they move to ENGAGE.
ENGAGE platform access is included with every CHIROBASIX program. It's the system we build your campaigns, automations, and workflows on top of. While we can integrate with some existing tools, most clients consolidate to ENGAGE because it replaces so much of the stack — and because every CHIROBASIX automation and report is purpose-built for it.
Virtual CA is our AI-powered chiropractic assistant built into ENGAGE. It answers inbound calls, replies to web chat, returns missed calls by text, qualifies new leads, and books appointments directly on your calendar — 24/7, in your practice's voice. We train it on your services, hours, insurance, and pricing so it never sounds like a generic bot — and it gives you a real safety net for after-hours and overflow.
Yes — 2-way SMS is a core feature. Your team can text patients directly from the ENGAGE inbox using a single business number, on desktop or mobile. Conversations are threaded by patient with full history, saved replies for common questions, and optional AI-drafted suggestions. Built-in opt-in collection and one-tap opt-out keep your sending compliant.
ENGAGE replaces most of the standalone tools chiropractors stitch together — a separate CRM, SMS app, email platform, scheduling tool, social scheduler, web chat, lead form builder, call tracking, and review management. It does not replace your EHR or billing software; it sits alongside them as your front-office command center.
No — ENGAGE manages your full patient lifecycle. Lead capture, nurture, booking, post-visit follow-up, reactivations, review requests, birthday wishes, and ongoing newsletters all run from the same platform. The same automations that win you new patients keep your existing ones engaged — which is where the real lifetime value comes from.
Yes. Every team member gets the ENGAGE mobile app on iOS and Android. They can work the inbox, see the pipeline, accept bookings, send SMS, and check daily stats from anywhere. Front desk during the day, on-call team after hours — it all flows through the same platform.
Most practices are live on ENGAGE within 2 weeks of kickoff. We handle account provisioning, phone number registration (10DLC SMS compliance), calendar integration, workflow builds, automation setup, and team training so your front desk is comfortable from day one. We don’t hand you a blank dashboard and walk away.
ENGAGE platform access is included with every CHIROBASIX program tier. Usage-based fees (SMS sending, AI minutes, call tracking) bill at-cost based on volume. Book a free consultation and we'll walk you through pricing and the right scope for your practice.
Ready to grow?

One Platform.
One Login. One Bill.

Book a free strategy session and we'll show you ENGAGE inside — the pipeline, the unified inbox, Virtual CA in action, and how it all wires up to your practice in under 2 weeks.

12
Tools, one platform
24/7
Virtual CA coverage
2 wks
Time to go live
4.9
Avg client rating