Avenor Documentation
Practical guides for configuring and using every part of the platform.
Getting started with Avenor
Sign in, understand your workspace, and complete the essential first-time setup.
Getting StartedDashboard and daily workflow
Use dashboard metrics and attention lists to organize the team’s day.
CRM & LeadsLeads, lists, and lead profiles
Create, find, qualify, assign, and update leads from one workspace.
CRM & LeadsKanban pipelines and lead statuses
Move leads through a configurable sales process.
CRM & LeadsCallbacks, notes, and files
Keep follow-ups, context, and attachments connected to each lead.
CRM & LeadsImporting leads from CSV or Excel
Import historical or external lead lists with explicit field mapping and duplicate safeguards.
CRM & LeadsLead deduplication and re-engagement
Understand how repeated phone, email, intake, webform, and Meta submissions are consolidated safely.
CRM & LeadsBanning and restoring leads
Exclude abusive or invalid contacts while preserving an auditable history.
CRM & LeadsLead Analysis dashboards
Build reusable filtered lead analyses and compare volume, status, source, and conversion performance.
CRM & LeadsCity Performance and location cleanup
Measure lead quality by normalized country and city while keeping unknown values visible.
CRM & LeadsLead attribution and ad creative previews
Trace a lead to its source, campaign, form, ad, click identifiers, and creative media.
Care OperationsPatients and patient records
Maintain patient identity, contact, and care information.
Care OperationsPatient portal
Give patients secure access to their workshop portal.
Care OperationsAppointments and scheduling
Create appointments and coordinate the team calendar.
Care OperationsCases and treatments
Organize care work into cases and reusable treatments.
Care OperationsClinical records and audit
Record clinical information and review its change history.
Care OperationsDental visits, services, and payments
Record tooth-level services, clinical snapshots, prices, payments, and outstanding balances.
Care OperationsPatient and visit PDF exports
Generate authorized printable summaries without exposing another workshop’s records.
AdministrationUsers and roles
Invite staff and grant only the access needed for their work.
AdministrationCustom fields
Capture workshop-specific data without changing the core records.
CRM & LeadsAutomations and email templates
Standardize follow-up with reusable messages and lead triggers.
CRM & LeadsAutomation conditions, actions, and run history
Use immediate, delayed, scheduled, status-based, and bulk lead workflows safely.
Growth & IntegrationsWebforms and lead webhooks
Capture leads from websites and external systems.
Growth & IntegrationsGoogle Ads tracking with webforms
Preserve gclid, gbraid, wbraid, UTM values, and browser conversion signals from landing page to CRM.
Growth & IntegrationsPublic webform share links
Publish a temporary standalone form without embedding it into another website.
Growth & IntegrationsMeta connection and lead sync
Connect Meta assets and import lead-ad data into Avenor.
Growth & IntegrationsMeta Ads reporting and breakdowns
Compare spend and campaign outcomes with CRM lead quality.
Growth & IntegrationsMeta CRM conversion feedback
Send qualified CRM status signals back to the configured Meta dataset.
Growth & IntegrationsMeta Ad Library and scheduler
Review creatives and schedule supported social content.
Growth & IntegrationsReports and exports
Turn operational and acquisition data into decisions.
AdministrationNotifications
Use in-app, browser, and email notifications without losing important work.
AdministrationWorkshop SMTP and email delivery
Configure the workshop sender used for lead, appointment, automation, and test emails.
AdministrationBilling and subscriptions
Review the plan, limits, add-ons, and payment requests.
AdministrationBranding and workshop settings
Configure the customer-facing identity and workshop defaults.
Growth & IntegrationsVoIP calling, numbers, and recordings
Call leads from Avenor and manage enabled telephony features.
Getting StartedAvenor mobile app
Manage leads, callbacks, files, and notifications on mobile.
Getting StartedSelf-service registration and email verification
Create a new Avenor workspace from an eligible public plan and activate it through verified billing.
Getting StartedBooking and managing a demo
Choose an available slot, receive confirmation, and securely cancel or reschedule from the management link.
Getting StartedDashboard layout and table preferences
Arrange dashboard widgets and lead-table columns for an efficient personal workspace.
Getting StartedAvo AI assistant
Summarize accessible records, draft follow-up, and ask supported workspace analytics questions.