Use Case
Turn Healthcare Enquiries Into Confirmed Appointments
Stay on top of every inquiry status, whether for a health check-up, follow-up call, or a confirmed appointment by setting up multiple campaigns in your dashboard to manage roadshows, vaccination drives, health screenings, consultations, and more, all in one place.
Why Do New Inquiries Drop Off Before Converting?
No Clear Ownership of Leads
When multiple staff handle inquiries without defined assignments, leads get passed around or ignored, causing confusion and missed opportunities.
Delays in First Contact
When a prospect submits a health inquiry but doesn’t hear back quickly, they may lose interest or book elsewhere, especially for time-sensitive treatments or check-ups.
No System to Manage Leads from Multiple Channels
Without proper tracking and reporting tools, it’s hard to know which agents or campaigns deliver results. This lack of insights limits the decision-making process and strategic planning.
How Leaf CRM Simplifies Health Campaigns?
Auto-Assign Leads Based on Service Type
Set separate campaigns for each medical service, such as dental, fertility, or aesthetic services, to route leads to the right team or consultant automatically.
Track Lead's Appointment Status with Ease
Monitor follow-ups, confirmations, cancellations, and no-shows within each lead’s timeline to respond and send reminders on time.
Centralised Dashboard for All Enquiries
Auto-consolidate leads from every channel, such as digital ads, WhatsApp and phone calls, and physical events across multiple campaigns in a simplified, user-friendly dashboard.
Manage Health Campaigns On-The-Go
View leads, assign tasks, follow up instantly, and track progress from your phone on the go!
Get Started With Leaf CRM Today.
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