Customer Success Story: My Home Doctor used Zoho CRM to boost patient outreach.

Industry: Medical care

Size: 14

Type: B2C


My Home Doctor’s Wellness Visit program encompasses annual in-home physician visits reminiscent of the past when doctor house calls were the norm. My Home Doctor receives annual list of members which contains 16,000 – 20,000 individuals. Our team is responsible for surveying these members to identify if there are any additional needs they might have that are not being met on medical grounds.

Challenges:  Finding a data tracking system to accommodate growth

“Our biggest setback was that we were losing data, by using cloud software, said Alex Haynes, Project Manager. Not only were we losing information, but we were also losing a tremendous amount of time trying to locate lost data. It was a lose-lose scenario and we were missing out on opportunities for further growth.

Realizing the current data-tracking inefficiencies,we began the hunt for a

CRM solution. We sought to establish two distinct accounts to manage data for not only the Wellness Visit program, but also an additional program that manages information for patients with chronic conditions.


The straightforward interface was easy to adopt in both departments and helped us track and communicate with leads and contacts anytime..

Zoho CRM generated pre-defined reports to help us understand our data. Above all, Zoho offered flexibility and customization that no other CRM could match.

Tools that attracted us : 

1) Customization

2) Reports and dashboards

3) Pricing


Both of our accounts have become a lot more efficientsince the implementation. Zoho CRM takes the calculations out of the hands of employees. This ensures accuracy and makes us more comfortable with the numbers we’re recording.

“We’re averaging maybe 15-20 percent time saved each day.We were losing data before, so transitioning to a more secure and robust system was significant to the success of our patient outreach and to our overall business.” – said Haynes’ team


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