Healthcare Solutions

Healthcare CRM Solutions

Healthcare CRM that manages patient enquiries, referrals, follow-ups and campaigns, helping hospitals and clinics convert enquiries into consultations and keep patients engaged after treatment.

Overview

Why it matters
for your business.

Hospitals receive enquiries from calls, websites, ads, referring doctors and health camps, but many are never followed up. Patients who need procedures, chronic care reviews or package renewals drift away without reminders. A healthcare CRM tracks these relationships separately from clinical records, so your patient relations and marketing teams know who to contact and when.

We configure the CRM around your specialities, packages and referral network. Enquiries from every source are captured and assigned to counsellors, with follow-ups scheduled automatically. Referring doctors can be tracked and acknowledged. Post-treatment follow-ups, health check reminders and feedback surveys run through WhatsApp and SMS, respecting patient consent and keeping clinical details out of marketing messages.

What's included

  • Enquiry capture from calls, website and ads
  • Counsellor assignment and follow-up workflows
  • Referring doctor tracking and reports
  • Treatment and package journey stages
  • Consent-based WhatsApp and SMS campaigns
  • Patient feedback and NPS surveys
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Outcomes

What changes
for your business.

Ideal for

  • Multi-specialty hospitals with patient relations teams
  • IVF, dental and cosmetic clinics
  • Diagnostic chains running health packages

More enquiries converted

Every enquiry is assigned and followed up, so fewer interested patients are lost to delay.

Stronger referral relationships

Referring doctors are tracked and kept informed, supporting long-term referral partnerships.

Continued patient engagement

Follow-up reminders and check-up campaigns keep patients connected after their initial treatment.

How we deliver

A clear, accountable
process.

Every engagement follows the same disciplined approach, adapted to the size and urgency of your project.

  1. 01

    Plan

    We map your catalogue, customers, workflows and integrations, and agree the platform and scope.

  2. 02

    Configure & build

    Your store or system is set up and customised around how your business actually works.

  3. 03

    Integrate & migrate

    Payments, logistics, accounting and existing data are connected and moved over carefully.

  4. 04

    Launch & optimise

    We go live with training and support, then improve conversions and processes using real data.

Ways to work with us

  • Fixed-price projectsDefined scope, milestones and deliverables.
  • Implementation & integrationOne-time technology deployment and integration.
  • Annual maintenance contractsScheduled maintenance and support agreements.
  • Monthly managed servicesRecurring application, IT, marketing or infrastructure support.

FAQ

Common
questions.

Something else on your mind? Ask us directly.

How is a healthcare CRM different from hospital management software?

Hospital management software handles clinical and operational work such as registrations, consultations, pharmacy and billing. A healthcare CRM manages relationships before and after care: enquiries, counselling, referrals, campaigns and feedback. They work best when integrated, so CRM staff see visit status without accessing full clinical records.

How do you handle patient privacy in marketing messages?

We set up consent capture, keep clinical details out of campaign messages and restrict CRM access by role. Messages focus on reminders and general information rather than diagnoses. The system is designed to support your obligations under data protection law, and we recommend your legal team reviews message templates.

Let's talk about Healthcare CRM Solutions.

Tell us what you need and get a clear plan and proposal, free and with no obligation.

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