CRM Setup & Automation for eye clinics
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for eye clinics in India, where the leak we see most is repeat questions about fees and lens prices.
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 eye clinics
Customer: Hi, I want to know the cost of cataract surgery with a premium lens Bot: Hello! Cataract surgery cost depends on the lens type — monofocal, multifocal, or toric. Our team will share exact pricing and available slots. Can we call you in the next 30 minutes, or would you prefer to visit for a free consultation?
Illustrative exchange from our guide for eye clinics; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Missed call during OPD rush | No record; patient may not call back | Logged automatically, shows up as pending enquiry with callback flag |
| Post-cataract day-7 follow-up | Relies on someone remembering or checking a paper register | System flags it on the daily "call today" list |
| Lens price enquiry on WhatsApp at 9 PM | Sits unread until morning, patient may've already booked elsewhere | Auto-reply gives base info immediately; staff follows up next morning with context already logged |
| Walk-in for power check-up asks about progressive lenses | Front desk repeats standard answer verbally, no record it happened | Same info sent via WhatsApp after, and marked as an active lead |
| Owner wants to know how many enquiries came in this week | Has to ask reception to recall or check registers manually | Monthly pipeline report shows the numbers without asking anyone |
| Diabetic patient due for 6-month retinopathy screening | Often slips because there's no separate tracking outside GP referrals | Follow-up date set at last visit, reminder triggers automatically |
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 eye clinic. 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 eye clinics
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.