CRM for dermatology and skin clinics that run on Instagram and WhatsApp
atomcrm.ai is a CRM for dermatology and skin clinics. It captures enquiries from Instagram and Facebook lead ads, WhatsApp and your website, assigns them to callers in seconds, books consultations, records the treatment each patient asked about, and shows which ads and treatments turn into visits.
Where enquiries are lost today
Volume beats the team
A good laser or hydrafacial offer brings hundreds of enquiries in a weekend. The ones called on Monday have already booked elsewhere.
Treatments get lost in the conversation
The patient asked about acne scars, not hair removal. If the counsellor cannot see that before calling, the call starts cold.
Offers are judged on reach, not bookings
Which offer produced consultations that turned up? Without joining ads to appointments, the answer is a guess.
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
Speed to lead
New enquiries are assigned the moment they arrive and a first-response time limit can be set, so the weekend rush is called while it is still warm.
Your own fields
Add fields such as treatment of interest, skin type or budget. Show them in the lead form, the Quick Update and the leads list, and filter on them.
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.
Questions people ask
Can we record which treatment each patient enquired about?
Yes. Add a custom field such as "Treatment of interest" as a dropdown, show it in Quick Update and the leads list, and report on it.
Does it capture Instagram lead ads?
Yes. Instagram lead forms run through Meta Lead Ads, so they arrive in the CRM the same way as Facebook leads, with the campaign, ad set and ad attached.
Can we send offers on WhatsApp?
Yes. Reply inside the 24-hour window from the inbox, send approved WhatsApp templates outside it, or send a template to a whole segment as a campaign.
How is pricing charged?
Per clinic workspace, with users included in the plan, not per counsellor.
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.