CRM Setup & Automation for child clinics
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for child clinics in India, where the leak we see most is anxious parents messaging at night.
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 child clinics
Customer: My daughter is 8 months, due for her vaccination this week, can you tell me the schedule? Bot: Thanks for reaching out! Please share your daughter's date of birth and last vaccination date, and our staff will confirm the schedule and available slots by tomorrow morning.
Illustrative exchange from our guide for child clinics; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Parent messages at 9 PM about fever | Sits unread till next morning, parent often calls elsewhere | Instant acknowledgment sent, logged for morning review |
| Vaccination due date | Tracked in a paper register, easy to miss during busy OPD days | Auto-flagged on the daily follow-up list |
| Missed call during rush hour | No callback, enquiry lost entirely | Missed call logged as an enquiry, staff calls back same day |
| Walk-in patient asks "will you remind me for next visit?" | Verbal promise, no system to track it | Entered in CRM with follow-up date, appears on staff's list |
| Owner wants to know how many enquiries converted this month | No visibility, pure guesswork | Monthly pipeline report shows enquiries vs. visits vs. missed follow-ups |
| Front desk staff on leave (chhutti) for 2 days | Enquiries pile up unanswered or get lost | Any staff member can open the CRM and see what's pending |
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 pediatric 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 child 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.