Turn Patient Enquiries Into Booked Appointments
Capture enquiries from your website, Facebook and walk-ins the moment they arrive, route them to the right coordinator, and send appointment reminders over WhatsApp.
Capture enquiries from every channel your patients use
Where healthcare practices lose patients today
Manual registers and scattered WhatsApp chats mean enquiries and appointment reminders slip through the cracks.
Enquiries sit unanswered for hours
A website or Facebook enquiry lands and nobody responds until much later in the day.
No visibility into coordinator follow-up
Practice managers can’t tell which coordinator followed up on which enquiry.
Cost estimates typed manually
Treatment-cost estimates get typed fresh for every patient, with no shared template or GST record.
Health-camp broadcasts go untracked
Check-up and health-camp WhatsApp blasts go out with no way to see who actually replied.
Appointment reminders tracked on paper
Reminders live in a personal notebook or phone, easy to miss and easy to lose.
Monthly review eats a full day
Pulling enquiry-to-appointment numbers from separate registers before a review takes hours.
What changes with EZCRM
Built on the same secure platform trusted by 500+ teams
Every module below is live in EZCRM today.
Lead Management & round-robin routing
Enquiries from your website, Facebook and walk-in forms drop into a shared inbox and auto-assign to the next free coordinator — no enquiry sits unclaimed.
WhatsApp on the official Meta Business API
Send appointment confirmations and follow-up reminders from a shared team inbox, fully compliant — not a personal number that leaves with the coordinator.
Quotations & Finance with GST built in
Generate treatment-cost estimates with correct HSN/SAC codes in a couple of clicks instead of a spreadsheet template someone has to remember to update.
Dashboard & Analytics
See every coordinator’s pipeline, appointment conversion and follow-up status on one live dashboard.
From enquiry to scheduled appointment in five steps
1. Capture
Website, Facebook and walk-in enquiries land in EZCRM in seconds.
2. Auto-assign
Round-robin routing hands the enquiry to the next available coordinator.
3. WhatsApp follow-up
Coordinator confirms the appointment and sends reminders from the shared inbox.
4. Estimate & quotation
Generate a GST-correct cost estimate in minutes.
5. Review on the dashboard
Practice managers see conversion and follow-up status live — no manual roll-up.
Join 500+ teams across India running their sales floor on EZCRM — from lead capture to WhatsApp follow-up to GST-correct quotations, all on one dashboard.
Frequently asked questions
Can EZCRM capture enquiries straight from our website and Facebook?
Yes — EZCRM captures leads from Facebook Lead Ads, IndiaMART, JustDial and inbound webhooks out of the box, so enquiries that forward to email or a webhook flow straight into the same shared inbox as your other channels.
Does WhatsApp messaging use my own business number?
Yes — EZCRM connects to the official Meta WhatsApp Business API, so messages send from your own verified business number through a shared team inbox, not a personal phone.
Can treatment-cost estimates include GST and HSN/SAC codes automatically?
Yes, the Quotations & Finance module supports HSN/SAC codes so estimates come out GST-compliant without manual entry.
How fast can our team get started?
EZCRM offers a 30-day full-feature trial and a free-forever plan for small teams, so your team can be capturing and following up on leads the same day.
What does it cost for a small team?
Plans start at ₹1,667/month for a single user, with a Pro plan at ₹3,334/month for 5 users (₹30,000/year) — see the full breakdown on the Pricing page.
Stop losing patients to slow follow-up
Join 500+ teams running their sales floor on EZCRM.