Healthcare CRM designed around patient journeys — not pipelines
Docfyn CRM unifies leads, calls, appointments, communication, and analytics into one healthcare-first system.
Patient Journey Timeline
Lead Captured
Call Connected
Appointment Booked
Visit Completed
Follow-up Scheduled
34%
Conversion
< 2min
Avg Response
₹180
Cost/Visit
What makes a healthcare CRM different
Generic CRMs fail in healthcare.
Stay ahead with the right healthcare CRM.
What's Problem!
- Lead-only view
- No call context
- Disconnected marketing
- No patient lifecycle
Unless you have Docfyn CRM.
Success requires the right healthcare tools.
What's Solution.
- Patient-centric timelines with complete visibility.
- Call & visit-aware system that tracks every interaction.
- Marketing + operations connected in one platform.
- Complete patient lifecycle from lead to lifetime value.
Healthcare needs a CRM that understands patients, not just leads.
Core CRM modules built for healthcare
Healthcare needs a CRM that understands patients, not just leads.
Lead & Enquiry Management
- Website leads
- Chatbot enquiries
- Paid campaign leads
- Aggregator leads from Practo, Justdial
Appointment & Visit Tracking
- Appointment booking
- Visit tracking
- No-show management
Multi-Channel Communication
- Calls
- SMS / Email
Analytics & Insights
- Funnel performance
- Lead quality
- Source effectiveness
Built for real healthcare workflows
Workflows reflect how hospitals actually operate — not how sales teams sell.
New enquiry → call → appointment → visit
Complete lead-to-patient conversion flow
Missed call → auto follow-up → WhatsApp reminder
Never lose a potential patient
Lead routing by specialty
Smart distribution to right departments
Post-visit feedback and review request
Automated reputation building
Marketing that doesn't stop at leads
Every marketing interaction flows into Docfyn CRM, giving complete visibility from first click to visit and beyond.
Marketing Touchpoints
Ads, SEO, Social, Website, GMB
CRM
Lead capture & tracking
Patients 360
Complete patient view
Analytics
Insights & optimization
Know what actually drives patients
Move from lead counts to real growth intelligence.
Attribution Engine
Identify high-quality patient sources
Dashboards
Measure cost per visit, not just cost per lead
Reports
Understand full conversion funnels
Source Performance
Last 30 daysConnect with the tools you already use
Seamless integrations with your existing healthcare infrastructure.
Call Centre
- Call logs
- Call recordings
- Voice IQ support
WhatsApp (WABA)
- Automated follow-ups
- Conversation history inside CRM
Paid & Discovery
- Auto lead capture
- Source tagging
- Campaign attribution
Best suited for
Docfyn Marketing is built for healthcare organizations ready to grow systematically.
Multi-specialty hospitals
Complex patient journeys across departments with high patient volumes
Growing clinic chains
Expanding networks that need unified marketing and patient management
Diagnostic networks
Labs and diagnostic centers looking to increase test bookings
Healthcare brands scaling digitally
Organizations ready to transform their digital patient acquisition
Not sure if Docfyn is right for you?
Talk to Our TeamSee how Docfyn fits your healthcare setup
Schedule a personalized demo and discover how Docfyn can transform your healthcare operations.
No commitment required · Get a tailored walkthrough