Health tourism CRM and lead management
From ad to chair: leads, messages and operations on one screen.
Automatically collect ad leads from Facebook, Instagram and Google, categorize by source and route to the right person. Log all communication step by step in the Activities screen; run your WhatsApp, Instagram and Telegram conversations through the CRM. Track international patients' flight, transfer, accommodation and consultation steps from the Operations Agenda, and prepare detailed treatment plans with multi-language Proforma Quotes.
What problem does it solve?
Your ad worked and the forms are coming in. But the leads pile up in an inbox, WhatsApp messages sit on a coordinator's phone, and Instagram questions land on yet another screen. Who replied to whom, which patient got a quote, what time the patient from London lands: it all lives in a spreadsheet or in someone's head. When the coordinator goes on leave, that knowledge goes with them. Every patient who gets a quote and is then forgotten is ad budget wasted.
How it works
- 1Leads collect themselvesLeads from Facebook, Instagram and Google ads flow into the CRM automatically, are sorted by source and routed to the right person.
- 2Every contact is loggedLog every interaction with the patient step by step in the Activities screen, and handle WhatsApp, Instagram and Telegram conversations without leaving the CRM.
- 3Prepare the quoteUse the multi-language Proforma Quote to prepare a detailed treatment plan in a language that suits the patient, in foreign currency if needed.
- 4Run the logistics from the agendaOnce the patient is on the way, follow flights, transfers, accommodation and consultations from the Operations Agenda.
Key capabilities
- Leads from Facebook, Instagram and Google are collected automatically and categorized by source.
- Track leads by country as well as by source.
- WhatsApp, Instagram and Telegram conversations run inside the CRM.
- Every contact is logged step by step in the Activities screen, so whoever picks up the patient sees the full history.
- Opportunity tracking keeps quoted patients from slipping through the cracks.
- The multi-language Proforma Quote presents a detailed treatment plan, in foreign currency when needed.
- The Operations Agenda brings flights, transfers, accommodation and consultations into one list.
Frequently asked questions
Do leads from Facebook and Instagram ads land in the CRM automatically?
Yes. Leads from Facebook, Instagram and Google ads are collected in Oravity's CRM automatically, categorized by source and routed to the right person. Nobody has to copy forms over one by one.
Can I manage WhatsApp messages through the CRM?
Yes. You run WhatsApp, Instagram and Telegram conversations through the CRM. Other contact with the patient is logged in the Activities screen as well, so it stays clear who said what, and when.
Can I track an international patient's flights, transfers and accommodation?
That's what the Operations Agenda is for: it shows your international patients' flights, transfers, accommodation and consultations in one place. The coordinator can see who's arriving when without digging through scattered notes.
Can I prepare quotes for international patients in other languages?
Yes. The multi-language Proforma Quote lets you prepare a detailed treatment plan in different languages, and with foreign-currency support you can show the price in a foreign currency too.
Is the CRM only for clinics doing health tourism?
No. Collecting leads from your ads, routing them to the right person and following up on quoted patients helps any clinic. The Operations Agenda and multi-language quotes are aimed especially at clinics that host patients from abroad.