CRM Setup & Automation for physiotherapy clinics
Every enquiry, customer and follow-up in one sheet or CRM, with automations that remind you who to call today. Built for physiotherapy clinics in India, where the leak we see most is patients asking for slots while therapists are busy.
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 physiotherapy clinics
Customer: Hi, do you have any slot available tomorrow for lower back pain, it's been 3 weeks Bot: Hi! Thanks for reaching out to us. We do have slots available. Could you share if this is a new injury or ongoing pain, and your preferred time — morning or evening?
Illustrative exchange from our guide for physiotherapy clinics; the live setup answers from your own knowledge card.
A typical week, before and after
| Situation | Before | After |
|---|---|---|
| Instagram DM asks about sports injury recovery | Seen by receptionist at closing time, replied next morning if remembered | Logged instantly, tagged "sports injury," follow-up reminder set for same evening |
| Patient pauses treatment after 4 sessions (pain reduced) | Silently drops off, no one notices for weeks | Flagged automatically after 7 days of no booking, front desk gets a call-back reminder |
| Walk-in enquiry while therapist is with a patient | Enquiry noted on paper, sometimes lost by end of day | Entered into CRM in 10 seconds, appears on tomorrow's call list if not converted same day |
| Doctor referral comes via phone call | Verbally passed to front desk, occasionally forgotten in the rush | Logged as a lead with "referral" source, prioritized in follow-up queue |
| Patient completes 10-session rehab package | No structured way to invite them back for maintenance | Auto-reminder at 60-90 days post-discharge for a maintenance session |
| Owner wants to know how many enquiries came this week | Has to ask front desk, who checks WhatsApp and memory | Monthly pipeline report shows enquiry count, source breakdown, conversion rate |
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 physiotherapy 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 physiotherapy 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.