CRM for clinics that book appointments by phone
Someone who asks about a treatment has not booked yet. The front desk is busy, the call back is forgotten, and the person goes to another clinic. CRM Bundals keeps every enquiry with one person at your desk until it ends in a visit or in a clear reason.
What the pack sets up
For dental, skin, hair and other clinics that book appointments by phone. One of the 7 starter packs, picked at sign-up.
Stages and visits
Sources and lost reasons
A source name is a label on the lead, not a connection. Everything on this page can be changed in Settings.
Pick Clinics at sign-up. Leads ask about a treatment. The stages are short: Fresh, Not picking up, Call back later, Appointment booked. The won stage is called Came in, and a lost lead takes a reason such as Cost too high or Went to another clinic. Appointment and Follow-up visit are the visit kinds. Google, JustDial, Referral and Walk-in are in the source list with the Facebook and Instagram lead ads.
A caller’s day
What changes for the person at the front desk.
Ask, then offer a slot.
- For a fresh enquiry the pack’s script shows before the call: ask what the problem is and since when, then offer the nearest appointment slot.
- The call goes out from the caller’s own phone and SIM, so people see a number they can ring back.
- A missed call from a lead becomes a call-back follow-up at once.
Shown with the demo coaching academy.
Appointments and no-shows.
- Book an Appointment or a Follow-up visit from the lead’s page.
- A reminder follow-up is made 2 hours before, so the desk can ring to confirm.
- Did not come makes a follow-up for the next morning.
Shown with the demo coaching academy.
A saved message, opened in one tap.
- Write a message once with blanks for the person’s name, your clinic’s name and the caller’s name.
- One tap opens the caller’s own WhatsApp with the text filled in. The caller presses send.
- The lead’s history shows the message was opened.
Shown with the demo coaching academy.
The owner’s view
What changes for the doctor or the clinic manager.
Were the enquiries called back?
- Every call with its time, its length and its outcome, for each person at the desk.
- Calls made from the Android app are read from the phone’s call log and say so.
- First call and last call of the day for each caller.
Shown with the demo coaching academy.
Who sees what.
- A caller sees only their own leads. The owner and managers see everyone’s.
- You can hide full phone numbers from callers.
- Switch a login off and that person is logged out at once.
Shown with the demo coaching academy.
Said plainly
- Keeps every enquiry with the treatment asked about, its source and a next call.
- Books appointments and follow-up visits, with a reminder before each.
- Makes a follow-up for the next morning after a no-show.
- Opens a saved message in the caller’s own WhatsApp.
- Keeps the source on every lead, from Google to Walk-in.
- It is not clinic software. No patient records, case papers, prescriptions or lab reports.
- It does not manage doctors’ schedules. An appointment here is a date and time on a lead.
- No billing and no pay links. Money received can be entered and a receipt printed.
- It does not record calls and it does not dial for you.
- It does not send WhatsApp reminders by itself. The caller opens the message and presses send.
Asked by this trade
Is this a patient record system?
No. It holds enquiries: a name, a phone number, the treatment asked about, calls and appointments. Keep medical records in your clinic software.
What happens when someone does not turn up?
Mark the appointment Did not come. A follow-up is made for the next morning so the desk rings to book again.
Can reminders go on WhatsApp?
A saved message opens in the caller’s own WhatsApp with the name filled in, and the caller presses send. Nothing goes out by itself.
Enquiries come from Google and JustDial. Are those connected?
No. Google and JustDial are source names in the pack. Leads come in from an Excel or CSV file, your website form, a webhook, or typed in by hand when the phone rings.
Can the receptionist see every lead?
A caller login sees only its own leads. Give the front desk a manager login if one person should see everyone’s.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.