A healthcare CRM for medical professionals, hospitals, and clinics.
Lead management
Appointment scheduling
Omnichannel communication
Follow-up reminders
Telephony management
Data-driven insights
EHR/HIMS integration
Digital signature solution
Healthcare CRM helps you manage patient relationships.
Healthcare CRM is a dynamic tool that helps streamline and centralize patient management across the healthcare sector.Transform your hospital or clinic into an efficient, scalable healthcare business ecosystem that can deliver high-quality care services anytime, anywhere.
A dedicated solution team
Whether you’re a clinic or a large hospital, our solutions team will help you create a customized CRM that will satisfy your healthcare-related requirements. We can also seamlessly integrate your existing healthcare software system with any Zoho application.
Lead management
- Maintain a comprehensive database of all former patients for ongoing communication and follow-up.
- Capture all patient information from webforms, internal references, and referrals from clinics and hospitals.
- Reach patients and healthcare providers at every stage of the sales funnel through effective email marketing campaigns.
- Manage patients using an omnichannel approach and ensure consistent communication and connection with patients across various platforms.
- Record patients details and ensure proper data tracking for callbacks and follow-ups.
Appointment scheduling
- Support both in-person and telehealth appointments with a unified scheduling system.
- Sync patient scheduling with calendar apps like Zoho Calendar or Google Calendar.
- Facilitate automated notifications for both patients and doctors.
- Analyze and manage no-shows and eliminate double bookings.
- Offer easy appointment rescheduling for patients.
Omnichannel communication
- Use WhatsApp, email, SMS, and chatbots to send automated messages for appointment confirmations, reminders, and follow-ups.
- Create templates for frequent interactions, such as appointment confirmations, prescription reminders, and test result notifications.
- Leverage chatbots for appointment scheduling, answering frequently asked questions, and sending personalized care reminders.
- Reach patients through email marketing campaigns tailored to their medical history and interactions.
- Integrate SMS reminders for patients about upcoming appointments to reduce no-show rates.
Follow-up reminders
- Automate messages for appointment confirmations, reminders, and follow-ups.
- Send personalized messages based on patient interactions.
- Ensure end-to-end encryption for all messages containing sensitive patient information.
- Create custom templates for common interactions such as appointment confirmations, prescription reminders, and test result notifications.
Telephony management
- Log and track all incoming and missed calls from patients in the CRM.
- Auto-log all telephonic interactions with patients for quality control.
- Send automatic notifications for missed calls to the administrator to ensure timely follow-ups with patients.
Data-driven insights
- Identify bottlenecks in patient flow and appointment scheduling.
- Get a complete analysis on the different types of customizable dashboards with charts and KPIs.
- Data-driven reporting helps you determine your total earnings and gain insights into other key metrics (such as the total number of visits) and evaluate overall clinic or hospital performance.
EHR/HIMS integration
- Integrate with your existing hospital information management system (HIMS) for real-time updates, accurate patient data, and efficient referral management.
Digital signature solution
- Manage patient consent, agreements, and forms using Zoho Sign.
- Enable secure e-signatures for faster processing and process completion.
- Use public key infrastructure (PKI) and AES-256 encryption for data protection to safeguard patient and administrative information.
- Adhere to regulations like HIPAA, FDA 21 CFR Part 11, and GDPR, ensuring that all of your signed documents are secure and legally binding.
