CRM setup
Set up a practitioner-focused CRM to manage inquiries, accounts, and follow-up in one place.
Systems & AI
The Growth Infrastructure Around Your Supply
More than supply. ClearTrace offers optional, practitioner-grade systems — CRM, follow-up, reorder workflows, and an internal AI assistant — so qualified accounts can operate cleanly.
Account Dashboards
One Place to See Documentation, Reorders, and Demand
A polished, account-level view that connects your documentation hub, reorder workflow, CRM, and AI assistant.
Account Documentation HubVerified
Batch COA — CTR-2261ON FILE
Identity testingON FILE
Purity documentationON FILE
Endotoxin reportPENDING
Storage & handlingON FILE
Reorder WorkflowActive
Next cycle · 14 daysCoordinated with supplier fulfillment
Cellular & LongevityQUEUED
Recovery & RegenerativeQUEUED
Practitioner CRM28 leads
New inquiries12
Follow-up scheduled9
Onboarding7
AI AssistantOnline
"Where can I find the COA for batch CTR-2261?"
It is in your Documentation Hub under Cellular & Longevity. I can also draft a reorder reminder for accounts due this cycle.
Optional Systems
Enable Only What Your Practice Needs
Every system is optional and modular. Qualified accounts can layer them in as the channel grows.
Lead forms
Capture qualified inquiries with structured lead forms aligned to your channel.
Email / SMS follow-up
Automated, compliant follow-up sequences for new inquiries and existing accounts.
Webinar funnels
Run practitioner-facing webinar funnels to educate and qualify your channel.
Reorder reminders
Automated reorder reminders timed to your fulfillment cadence.
Practitioner education assets
A library of account-facing education materials for your team and channel.
Account dashboards
A connected view of documentation, reorders, and demand at the account level.
Internal AI assistant
An internal AI assistant for FAQs and sales support, trained on your account context.
Build the System
Request B2B Information
Tell us how your practice operates and we will outline the growth infrastructure that fits your qualified account.