CRM for diagnostic labs: every test enquiry routed to the right centre
atomcrm.ai is a CRM for diagnostic labs and pathology chains. It captures health-package and test enquiries from ads, websites, IVR and WhatsApp, routes each to the right collection centre or team, books home collections or visits as appointments, and shows conversion and cost by source and branch.
Where enquiries are lost today
Enquiries arrive centrally, bookings happen locally
A central number takes calls for twenty centres; the right centre hears late or not at all.
Package offers create spikes
A seasonal health-check offer multiplies enquiries overnight and the team cannot see who is still uncalled.
No view by branch
Which centre converts enquiries best, and which lets them go cold? Spreadsheets can’t answer it.
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
Route by branch
Each webhook can stamp a branch on its leads (or read it from the form); distribution rules send them to that branch’s team, with daily caps and a fallback person.
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.
Questions people ask
Can enquiries be assigned by centre?
Yes. Webhooks can stamp a location on each lead, and distribution rules limited to that location assign it to the centre’s team.
Can we book home sample collection?
Yes, as an appointment with a time and duration, tracked through confirmed, attended or no-show.
Can we compare centres?
Yes. Reports and the Sales Funnel can be filtered and grouped by location, team and telecaller.
How many users are included?
Plans are priced per workspace with a number of users included; see the pricing page for current limits.
Get your team off spreadsheets this week
Import your leads, add your users, set your routing rules. Most teams are live the same day.