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Healthcare AI & Automation

CRM Setup & Automation

Configure GoHighLevel or HubSpot for patient acquisition with lead tracking, pipeline stages, and full attribution wired into your clinic's daily workflow.

350+ healthcare brands served since 2016 · Healthcare only · Honest reporting, no guarantees

Patient journey · BookingProduct portfolio
Consultation booking flow from our patient-journey product work
From our existing portfolio.

Why us

What we do differently for healthcare.

Pricing & tiers →

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.

See how many enquiries you miss after hours — free.

Get my free growth plan

Process

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.

How we measure

Judged against your own baseline.

We report the levers below from your analytics and CRM. Magnitudes are reconciled with you privately, never promised up front.

What the programme works to move, measured against your own baseline
LeverStarting pointDirectionHow it’s measured
Monthly Qualified LeadsYour baselineMore qualified leadsreconciled under NDA
Cost per LeadYour baselineLower vs baselinereconciled under NDA
Lead-to-Appointment RateYour baselineHigher conversionreconciled under NDA
Ad Spend Efficiency (ROAS)Your baselineImproved efficiencyreconciled under NDA

Operating principles

  • 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

“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.”

— Branding Pioneers — operating principle

The evidence

Results you can check, not just claims.

Original reportClient deckPortfolio capture

The profile patients check before they call.

Google Business profiles set up and managed for hospitals and clinics, with review requests built into the patient journey.

Portfolio capturePortfolio captures of client Google Business profiles. Ratings change over time.

Pricing

Clear fees. No lock-in after the minimum term.

Starting fees from our price book. Your proposal confirms the exact scope before you commit.

Practice

Single-clinic and solo practitioners
₹50,000/ month
$1,500 / month outside India
3-month minimum
  • WhatsApp + Web Chatbot
  • Doctor schedule booking sync
  • Automated appointment reminders
  • Intake form collection
  • Monthly prompt optimization
Start with Practice
Most chosen

Hospital

Multi-line hospitals and chains
₹1,50,000/ month
$5,000 / month outside India
6-month minimum
  • Omnichannel (WhatsApp, Web, SMS, IG)
  • Multi-doctor calendar routing
  • Patient recall & review collection
  • Custom CRM & EMR integration
  • Dedicated prompt engineer
Start with Hospital

Enterprise

Hospital groups and global brands
Customengagement
Scoped to your group
12-month minimum
  • Voice AI phone triage
  • Departmental routing & triage
  • Custom on-prem / private cloud options
  • HIPAA-aware enterprise SLA, BAA on request
  • 24/7 engineer on-call
Start with Enterprise

Prices exclude GST. Advertising spend and third-party software are billed separately. Full pricing

Questions

Straight answers.

Something else? Talk to our automation team.

How 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.

How 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.

Will 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.

How 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.

How 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.

How 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.

Healthcare AI & Automation

Ready to fill the OPD with CRM setup & automation?

Senior strategist on the call. 90-day roadmap whether you engage us or not.

  • A 30-minute call with a healthcare specialist
  • Your top three growth opportunities, in writing
  • Honest advice — even if that means not hiring us
  • No obligation and no hard sell
You’ll speak with a senior strategist
Consultations are hosted by Arush Thapar’s team.
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