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CRM for ENT clinics

CRM for ENT clinics: every procedure enquiry called, counselled and booked

atomcrm.ai is a CRM for ENT clinics. It captures enquiries for sinus, tonsil, ear and nasal procedures from landing pages, Meta and Google ads and IVR, routes them to counsellors, books consultations, tracks each patient to the procedure decision, and sends booked patients back to your ad platforms.

atomcrm.ai callback queue showing overdue patient callbacks with a call button and Quick update for each enquiry
The callback queue a clinic counsellor works from: overdue first, one tap to call, one Quick Update to record the outcome.
The problem

Where enquiries are lost today

One landing page per procedure, one list per page

Separate campaigns for sinus, tonsils and hearing each produce their own sheet. Nobody sees the whole day.

Counselling needs context

Symptoms, reports and the procedure discussed must be on the lead before the next call, not in a notebook.

Surgery decisions take time

Patients wait for reports, insurance or family. The follow-up must be dated or it does not happen.

How it works

How atomcrm.ai works, step by step

  1. 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. 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. 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. 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. 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.

What is included

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.

FAQ

Questions people ask

Can each landing page feed the CRM separately?

Yes. Give each landing page its own webhook, source and starting stage, then see every enquiry in one list and compare pages in the reports.

Can we record insurance or cashless status?

Yes, as a custom field, which can be shown in Quick Update, used in filters and reported on.

Can we tell Meta which patients booked surgery?

Yes. Map a stage such as "Surgery booked" to a Conversions API event and it is sent automatically, once per lead.

Does it support Hindi-speaking counsellors?

The product is built for teams across India and the conversation notes can be written in any language.

Get your team off spreadsheets this week

Import your leads, add your users, set your routing rules. Most teams are live the same day.