Anviom CRM for healthcare
Respond to every patient enquiry on time
Bring enquiries for consultations, packages and services into one place, route them to the right coordinator, and follow up consistently.
The problem
Where enquiries slip through today
Enquiries from campaigns and calls handled inconsistently
Coordinators unsure who owns which enquiry
No visibility into which services and campaigns drive appointments
How it works
Your healthcare workflow in Anviom CRM
- 1
Capture
Campaign enquiries arrive automatically; call-centre and front-desk enquiries are added or imported.
- 2
Assign
Rules route each enquiry to the coordinator or team for that department or location.
- 3
Follow up
Schedule call-backs and appointment reminders for your team as follow-ups.
- 4
Review
Track enquiries through your own stages and report on sources and team performance.
Your pipeline
Stages that match how you actually sell
Every stage is configurable. Here's an example pipeline — rename, add or reorder stages to fit your process.
- 1New enquiry
- 2Call back
- 3Appointment booked
- 4Visited
- Closed
Built in
What your team gets
- Role-based visibility so teams see only the enquiries they should
- Private notes when context shouldn't be shared org-wide
- Audit log of significant actions for administrators
- Custom fields for the service or department enquired about
See Anviom CRM for healthcare
We'll walk you through capture, assignment and follow-ups — set up around how your team works.