CRM Setup & Automation for diagnostic labs
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for diagnostic labs in India, where the leak we see most is report-ready and home-collection queries.
What is included in the setup
- CRM setup (Google Sheets or Zoho)
- Lead capture from all channels
- Follow-up reminders
- Monthly pipeline report
What you need before the call
- The accounts the setup connects to (WhatsApp, Google or Meta)
- Your services, prices, timings and address
- Who receives alerts and reports
- Approval for the content the setup will send in your name
A sample conversation for diagnostic labs
Customer: Hi, I want to know if my father's PSA test report is ready. He gave the sample yesterday morning. Bot: Hi! PSA reports are usually ready within 24 hours. Let me check — can you share the patient's name or the sample ID from your receipt? Customer: Ramesh Chandra Nayak, sample was around 8 AM yesterday. Bot: Thanks, checking now. Your report should be ready by this evening. We'll send it directly on this WhatsApp number once it's out — no need to visit.
Illustrative exchange from our guide for diagnostic labs; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Report-ready enquiries during peak hours | Technician pulled off bench to check manually, or patient waits hours for a reply | Auto-answered from status log within minutes; technician uninterrupted |
| Home-collection request comes in at night | Sits unread till morning, often booked elsewhere by then | Auto-acknowledged with slot options; front desk confirms first thing |
| Patient's report ready but not informed | Report sits in the system 2-3 days till patient calls to ask | Auto-reminder flags it same day; staff sends report proactively |
| Follow-up test due (thyroid, HbA1c recheck) | No one tracks it; patient reappears months late or not at all | Shows up on the daily call list on the due date |
| Walk-in vs WhatsApp enquiries tracked | Two separate systems (register + phone), no combined view | One sheet, all channels, one status column |
| Owner wants to know which test enquiries are highest but not converting | No way to know without manually counting old messages | Monthly pipeline report shows this directly |
How it goes
Message us
Business type, city, what is leaking. We reply within a business day with slots.
20-minute call
We fill the knowledge card for your diagnostic lab. Setup fee is paid before the build starts.
Live within 48 hours
Once your platform access and Meta verification are complete (verification typically takes 3 to 10 business days). We test with you on a sandbox first.
Care plan
Monitoring, fixes, updates, reports. Cancel from any next billing date.
Guides for diagnostic labs
Same setup, other clinics & health business types
Tell us your business and the problem to fix first.
One WhatsApp message. We reply within a business day with the setup that fits, its fees, and call slots.