A multi-clinic healthcare group needed one CRM spine for leads, appointments, and follow-ups across locations.
At a glance
Placeholder case study: appointment intake, WhatsApp reminders, and clinic KPIs on Zoho — replace with approved client story.
Multi-site
Clinics
Zoho
System of record
Reminders
Soon
Full write-up
The challenge
Draft content — awaiting client approval for public detail.
Fragmented appointment and lead tracking across clinics.
Manual follow-ups causing no-shows.
No unified view for management KPIs.
The solution
Zoho CRM + automation + messaging integrations (details to be published).
One pipeline for inquiries, bookings, and aftercare.
WhatsApp / SMS nudges tied to appointment status.
Location-level conversion and attendance visibility.
Capability map
Results & impact
Technology stack
Principles
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Tell us about locations, systems of record, and payment constraints — we’ll map a delivery plan.
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