SurgyCRM: The Healthcare-Native CRMFor Modern Hospitals
Capture every patient inquiry. Track every journey. Resolve every issue. SurgyCRM turns hospital marketing, patient experience, and field sales into one measurable revenue engine — WhatsApp-first and HIS-integrated.
40–60% of Patient Leads Quietly Leak Out
Inquiries from website, chatbot, calls, WhatsApp and walk-ins live in spreadsheets and personal phones. Most never get a follow-up call.
No Visibility on What Drives Footfall or Revenue
Marketing spends are flying blind — leadership can't connect a campaign or referral to the patient who actually got admitted.
Patient Complaints Surface on Google, Not Internally
Without a structured feedback loop, dissatisfied patients leave 1-star reviews before any staff member is even aware.
Field Sales & Doctor Referrals Are a Black Box
Sales reps and referral relationships have no GPS check-ins, visit logs, or claim trails — only month-end excel guesses.
One Inbox for Every Patient Inquiry
Capture leads from your website, AI chatbot, call centre, WhatsApp and walk-ins into a single unified inbox. AI scores priority and auto-routes each lead to the right coordinator by specialty, location and urgency — with WhatsApp alerts so no inquiry sits cold.
Smart AI Routing
Specialty, location and urgency decide the right coordinator — automatically.
Duplicate Detection
Phone-number matching collapses repeat inquiries into a single lead record.
Catch Issues Before They Become Google Reviews
Deploy unique QR codes at every touchpoint — OPD, wards, billing, discharge. Patients scan with any phone and submit feedback or raise an issue through a mobile web form. Issues become tracked tickets with department-wise SLAs and escalation.
Zero-App Capture
Touchpoint QR codes — scan, respond, done. No installs, no logins.
Ticketed Escalation
Every complaint becomes a tracked ticket with owner, SLA and audit trail.
See the Full Funnel — Lead to Procedure to Revenue
Stop guessing what marketing is doing. SurgyCRM stitches every lead to the patient's HIS record — consultation booked, diagnostic ordered, procedure performed, revenue collected — so each channel earns measurable, attributable rupees.
HIS-Verified Attribution
Conversions confirmed against real billing events, not self-reported claims.
Leakage Detection
See which leads stalled, where, and the revenue at risk — in real time.
Automate Care Journeys That Actually Get Followed
Pre-built journey templates for Maternity, Diabetes, Oncology and more orchestrate WhatsApp reminders, follow-up consults, lab repeats and adherence nudges — so chronic patients stay inside your network instead of drifting away.
Adherence Tracking
Missed milestones flag themselves and trigger the right outreach.
Lifetime Value Capture
Recurring care turns episodic patients into long-term hospital relationships.
Run Field Sales & Doctor Referrals From a Phone
An installable Progressive Web App equips your business-development reps with GPS check-ins, visit logs, expense claims and a doctor-referral CRM — so leadership finally sees who's meeting whom, who's referring what, and which territories are paying off.
Installable Android PWA
Home-screen app on Android, web link on iOS — no native build required.
Claim Approval Workflow
Receipts, categories, approvals and accounts hand-off — all in one trail.
An AI Chatbot That Captures Leads 24×7 — In English & Hindi
An AI-powered bot lives on your hospital site, answers FAQs, routes urgent queries, and creates a structured lead in SurgyCRM with the full conversation attached — so the coordinator who picks up the call already knows what the patient wants.
Token-Based AI
Customisable model, prompts and persona — you control the bot's voice.
Bilingual Out of the Box
English and Hindi by default, with FAQ-gap analytics to expand coverage.
How SurgyCRM Fits Your Hospital
Three architectural choices that make SurgyCRM the only CRM that actually survives day-to-day in a hospital.
HIS-Integrated, Excel-Friendly
Connects to your Hospital Information System for live attribution. Until then, daily Excel / CSV uploads keep you fully operational — you go live in week one, not month six.
WhatsApp-First Communication
Every patient nudge and internal alert flows through your verified WhatsApp Business Account — the channel patients actually read.
Multi-Location, Whitelabelled
Multi-tenant SaaS with tenant-isolated data, per-location dashboards and a fully whitelabelled subdomain under your own brand.
What Hospitals Get Within 90 Days
Lead capture across every channel
Reduction in lead leakage
Recurring chronic-care visits
Average issue resolution SLA
Hospital CRM Questions, Answered
Do we need HIS integration to go live with SurgyCRM?
No. SurgyCRM is fully operational with Excel / CSV uploads from day one. HIS integration is added in parallel so lead-to-revenue attribution becomes automatic once live.
Is SurgyCRM whitelabelled for our hospital brand?
Yes. Each hospital group is provisioned on its own branded subdomain with your logo, colours, and chatbot identity — a fully whitelabelled experience for patients and staff.
How does QR-code patient feedback work?
Unique QR codes are placed at every touchpoint — wards, OPD, billing, discharge. Patients scan with any phone and submit feedback or raise an issue via a mobile web form. No app install required.
Does it support multiple hospital locations?
Yes. SurgyCRM is multi-tenant with multi-location support. Each centre has its own leads, staff, QR codes, and dashboards, with consolidated analytics across the group.
Is patient data secure and DPDP-compliant?
Patient data is tenant-isolated, encrypted at rest and in transit, and access is governed by role-based controls scoped per location. The platform is built for India's DPDP Act and global healthcare data norms.
How fast can we go live?
A standard pilot launches in 4–6 weeks: Week 1–2 tenant setup and WhatsApp Business Account, Week 3–4 QR-code rollout and lead capture live, Week 5–6 HIS data uploads and full V1 platform operational.
Ready to turn every patient interaction into revenue?
See SurgyCRM live on your hospital data in a 30-minute walkthrough.
Book a Demo