See what this service can include.
What we do differently for healthcare.
AI receptionist
Voice + WhatsApp + web in eight languages. Deployed in 14 days. Direct CRM write-back.
Patient-CRM unified intake
All inbound (calls, web, WhatsApp, social) into one CRM. Routed by geo + specialty.
Lead scoring + routing
AI-scored patient leads piped to the right doctor with full context, so the first reply is already informed.
5 phases. One outcome.
Patient Journey Mapping
Every crm setup & automation engagement starts with a free audit. We show you exactly where you're losing patients online — before you spend a dime. We map your complete patient journey — from first website visit to appointment booking to post-visit follow-up. We identify every friction point, dropout moment, and manual process that AI and automation can improve. This includes analyzing your current response times, lead follow-up processes, and appointment scheduling workflow.
System Architecture & Integration Planning
We design the automation architecture: which AI tools handle which conversations, how they integrate with your Hospital Management System (HMS), CRM, and scheduling software. For crm setup & automation, we plan the conversation flows, escalation rules, and multilingual capabilities based on your patient demographics.
AI Training & Build
We build and train your AI systems using healthcare-specific conversation data. WhatsApp chatbots, website chat widgets, and voice AI are trained on your services, physicians, pricing, insurance acceptance, and operating procedures. Every response is reviewed by healthcare professionals to ensure medical accuracy and empathetic tone.
Pilot Launch & Human-in-the-Loop Testing
We launch with human oversight — every AI conversation is monitored for the first 2-4 weeks. Real patient interactions train the system to handle edge cases. We fine-tune response accuracy, escalation triggers, and conversion pathways based on actual patient behavior.
Full Deployment & Continuous Learning
Once pilot metrics are validated (response time, conversion rate, patient satisfaction), we deploy at full scale. The AI continuously improves from real conversations. Monthly reports track appointments booked, response times, patient satisfaction scores, and cost per acquired patient through AI channels.
“The gap between the strongest healthcare practices and everyone else is rarely clinical skill — it's visibility. CRM Setup & Automation makes sure your expertise reaches the patients who actually need it.”
The math, by month 9.
Context — your numbers vs. ours.
Higher investment needed — competitive keywords and longer sales cycles demand it
Higher cost, but justified by procedure values that run into five figures
Longer decision window — nurture sequences and content marketing matter here
“Improvements in a practice's online rating tend to track with stronger patient inquiry volume”
“Content attributed to named, credentialed clinicians earns more patient trust than anonymous content”
“Patients weigh online reviews heavily when choosing a provider”
“Responding to every review — positive and negative — signals trustworthiness to prospective patients”
Asked & answered.
Q.01How much does crm setup & automation typically cost?
We're transparent about pricing because we know vague "it depends" answers are frustrating. For crm setup & automation, our fees start from $1,500/month (₹50,000/month in India) on the Practice tier (3-month minimum) and from $5,000/month (₹1,50,000/month in India) on the Hospital tier (6-month minimum); Enterprise is scoped custom (12-month minimum). The right tier depends on your practice size, market competition, and goals, and engagements run month to month once the minimum term ends. During your strategy call, we'll give you a specific quote with ROI projections.
Q.02How quickly will I see results from crm setup & automation?
Honestly? It depends on the channel. If we're running Google Ads, you'll start getting calls within the first week or two. SEO is a longer play — expect initial movement in 3-4 months with serious traction by month 6-12. AI and automation changes (like chatbots and automated follow-ups) show impact almost immediately. During your strategy call, we'll map out a realistic timeline based on your specific situation and market.
Q.03Will this work for my specific specialty?
We work with 113+ medical specialties — from general dentistry to cardiac surgery to IVF clinics. The approach changes significantly by specialty because patients search and decide differently. A cosmetic surgery patient's journey is completely different from an orthopedic patient's. We tailor everything to your specialty's specific patient behavior patterns.
Q.04How accurate are AI chatbots for healthcare patient inquiries?
Our healthcare AI chatbots achieve 92-97% accuracy on common patient queries (appointment booking, insurance questions, service information, directions). They're trained on your specific practice data — services, physicians, pricing, and procedures. For medical questions that require clinical judgment, the AI is trained to escalate to a human team member immediately. We never let AI provide medical advice — it handles administrative and informational queries only.
Q.05How do I choose the right CRM for my healthcare practice?
The right CRM depends on your practice size, specialty, and existing systems. For smaller practices (1-5 physicians), we typically recommend healthcare-specific CRMs like DrChrono or Kareo that integrate with your HMS. For larger organizations, Salesforce Health Cloud or HubSpot with healthcare customization provides more scalability. The key factors: HIPAA compliance, HMS/EHR integration, automated follow-up capabilities, and reporting depth. We'll evaluate your tech stack and recommend the best fit.
Q.06How complex is it to integrate AI tools with our existing hospital management system?
Most modern HMS platforms (Practo, HealthPlix, Athenahealth, Epic) have APIs that support integration within 2-4 weeks. Legacy systems without APIs take longer — 4-8 weeks — and may require middleware. We handle the entire integration: mapping data flows, building API connections, testing edge cases, and training your staff. The goal is zero disruption to your existing workflows. Your team shouldn't need to change how they work — the AI works around them.
The output, not the promise.
Ready to fill the OPD with crm setup & automation?
Senior strategist on the call. 90-day roadmap whether you engage us or not.