The CRM for clinics that turn enquiries into booked patients
atomcrm.ai is a CRM for clinics in India. It collects patient enquiries from Facebook and Instagram ads, Google, your website, IVR and WhatsApp into one list, assigns each to a counsellor instantly, tracks every callback and consultation, and shows which ads produce patients who actually visit.
Where enquiries are lost today
Enquiries arrive in five places
Meta leads in one sheet, website forms in email, WhatsApp on a counsellor’s phone. Nobody can say how many enquiries came in yesterday, let alone how many were called.
Follow-ups depend on memory
A patient asks to be called after payday. Nobody writes it down, or it is written in a notebook that goes home at six.
Ad spend is judged by form fills
The ad with the cheapest leads looks best — until you notice those leads never pick up. Without the phone outcome, marketing optimises for the wrong thing.
How atomcrm.ai works, step by step
- 1
Every enquiry lands in one list
Facebook and Instagram lead forms, Google lead forms, your website and landing pages, IVR and missed calls, and WhatsApp bot chats all create leads automatically — with the ad, campaign and form they came from.
- 2
The right counsellor gets it in seconds
Round-robin, weighted or branch-wise rules assign each new patient enquiry the moment it arrives, so nobody picks the easy leads and nothing waits in a shared inbox.
- 3
Call, record the outcome, book the next step
One Quick Update per call: stage, a one-line comment and the next callback. Stages you choose can require a callback date or an appointment, so a promised call-back can’t be forgotten.
- 4
Consultations go straight into the diary
Moving a lead to an appointment stage books the consultation. Mark it confirmed, attended or no-show, and the funnel shows how many enquiries became patients.
- 5
Your ad platforms learn who became a patient
When a lead reaches a stage you choose — qualified, visited, converted — the Meta Conversions API and Google Ads receive it automatically, so campaigns optimise for patients, not form fills.
Everything the team needs, in one CRM
Callback queue for counsellors
Overdue, due today and upcoming callbacks in one queue, oldest first. A comment on the call closes the callback; a new date books the next one.
Appointments with outcomes
Book from the lead or by stage. Confirm, attended, no-show and cancelled are tracked, so no-show rates are a number, not a guess.
WhatsApp inbox and bot leads
Reply to patients from the CRM with approved templates. Leads from a WhatsApp bot arrive tagged, and the ones the bot qualifies move to a qualified stage on their own.
Cost per qualified patient enquiry
Ad spend joined to what happened on the phone: which Facebook ad produced enquiries that booked, and which only produced numbers that never answered.
Multi-branch ready
Branches and teams, with data scope by role — a counsellor sees their own enquiries, a centre manager sees their centre’s team, the owner sees everything.
Patient data stays in India
Hosted in India, with role-based access, an audit trail of who changed what, and an option to mask phone numbers from roles that should not see them.
What your team actually works with
Questions people ask
What is the best CRM for a clinic in India?
Look for a CRM that captures leads from Facebook, Google, WhatsApp and IVR automatically, runs a callback queue for counsellors, books appointments, and reports cost per booked patient. atomcrm.ai does all of these, is priced per clinic rather than per user, and stores data in India.
Can the CRM send appointment bookings to our practice-management software?
Yes. atomcrm.ai can post each booked appointment to your practice-management system over a signed webhook, and a ready connector exists for PMS Ichelon.
Can counsellors see only their own patients?
Yes. Each role has a data scope — own leads, team or everything — so a counsellor sees only the enquiries assigned to them.
How long does setup take?
Most clinics are live the same day: connect the Facebook page, add counsellors, set the distribution rule and import any existing enquiries from a spreadsheet.
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.