CRM Setup & Automation for pharmacies
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for pharmacies in India, where the leak we see most is medicine availability questions on WhatsApp.
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 pharmacies
Customer: Hi, do you have Metformin 500 available? Need 2 strips. Bot: Yes, Metformin 500mg is in stock. Would you like us to keep 2 strips ready for pickup, or do you need home delivery?
Illustrative exchange from our guide for pharmacies; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| WhatsApp stock enquiry at rush hour | Sits unread for 20-40 minutes, customer often goes elsewhere | Logged instantly as a lead, staff sees it in the queue even if they can't reply immediately |
| Chronic-medicine customer's monthly refill | Owner relies on memory or the customer calling first | System flags them 3-4 days before their usual repeat date |
| Walk-in asks to "note down" an out-of-stock medicine | Written on a loose paper, often lost by evening | Captured as a lead with contact number, follow-up reminder set for next stock-in |
| Owner wants to know how many enquiries were missed this month | No way to know — it's invisible | Monthly report shows total enquiries, conversions, and follow-ups pending |
| Staff on leave (chhutti) during a busy period | Enquiries during that shift go completely unanswered | Any staff member can open the CRM and see what's pending, no single point of failure |
| Home delivery requests scattered across calls and messages | Delivery details re-asked each time, sometimes wrong address used | One record per customer with delivery address and preferences saved |
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 pharmacy. 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 pharmacies
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.