CRM Setup & Automation for GP clinics
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for GP clinics in India, where the leak we see most is token and timing questions all day.
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 GP clinics
Customer: What time is the clinic open today? Bot: We're open 10 AM–1 PM and 5 PM–8 PM today. Would you like to book a token for evening or come as a walk-in?
Illustrative exchange from our guide for GP clinics; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Patient WhatsApps at 9 PM asking about tomorrow's timing | Message sits unread till morning rush, sometimes missed entirely | Auto-reply answers instantly; enquiry logged for staff to see first thing |
| Patient says "I'll come after 3 days for review" | Nobody notes it down; patient forgets too | Follow-up reminder pings staff on day 3 to call the patient |
| Receptionist on chhutti for a day | Walk-in enquiries and calls go untracked | Any staff member can open the sheet and log enquiries — nothing depends on one person's memory |
| Doctor wants to know if last week's dip in patients is normal | No way to check except gut feeling | Weekly report shows enquiry count vs visits, flags the actual drop-off point |
| Two patients call about the same fever season rush (dengue/viral season) | Phone lines jam, some calls just go unanswered | Missed calls auto-logged as enquiries with number captured for callback |
| New patient asks if GP treats a specific condition (e.g., thyroid follow-up) | Answered inconsistently depending on who picks up | Standard answer stored so every staff member responds the same way |
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 general physician. 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 GP 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.