Patient Enquiry CRM for Clinics and Healthcare Practices
Patients call reception, message on WhatsApp and fill ad forms at night. Salesvora captures every enquiry, books the consultation, and reminds your team to follow up until the treatment starts.
Call tracking free on every plan · Pro from ₹499/month for the whole team
In short
Salesvora is a patient-enquiry CRM for Indian clinics, including dental, dermatology, IVF, physiotherapy, hair and eye clinics. The Android app logs every call reception and counsellors take or make; WhatsApp enquiries go into a shared inbox on the clinic's number; Meta ad leads arrive within moments; and on Max an AI agent answers treatment and timing questions and books consultations in clinic hours. It manages enquiries and follow-ups, not medical records. Call tracking is free on every plan, and Pro is ₹499/month for up to 5 staff.
Where clinics lose patients before the first visit
Most patients compare two or three clinics before booking. The one that answers clearly and calls back on time gets the consultation.
Reception calls are not followed up
Ad leads go cold overnight
Treatment plans stall after consultation
From an evening enquiry to a started treatment
A dental clinic with two doctors, a receptionist and a treatment counsellor.
9:40 pm
A Facebook ad enquiry for dental implants
Kavita fills the form on your implants ad. The lead arrives in Salesvora within moments, assigned to the counsellor, and gets a WhatsApp welcome from the clinic's number.9:42 pm
The AI agent books a consultation
She asks whether the consultation is free and what implants cost. The agent answers from your FAQs, quotes the consultation fee from your catalogue, and books Thursday 6 pm inside clinic hours.Thursday, 5:00 pm
A WhatsApp reminder before the visit
Kavita gets a reminder on WhatsApp using your approved template, and the counsellor is reminded too. She arrives on time.Thursday, 7:30 pm
Treatment plan noted after the call
The counsellor calls after the consultation. The post-call sheet moves the lead to Treatment Plan Shared, notes "2 implants, wants EMI", and sets a follow-up for Monday.Monday
Follow-up call, treatment booked
The counsellor is reminded, explains the EMI option, and the lead moves to Treatment Started.
Calls
Every patient call to reception, saved and followed up
Install the Salesvora Android app on the reception and counsellor phones. Every call is logged against the patient's enquiry, and a caller who is not yet in the system becomes a new enquiry automatically, so nobody depends on a notepad.
After each call, staff record what the patient asked about and when to call back. Missed calls during busy OPD hours can get an automatic WhatsApp reply on Pro and Max.
- Reception and counsellor calls logged automatically
- New callers become enquiries on their own
- Treatment interest and next step noted after each call
- Missed OPD-hour calls answered on WhatsApp
Call tracking uses the Salesvora Android app and is included on every plan, including Free.
Call ended · 3m 41s
Kavita Joshi
Existing Client - Consulted
Last remark: “Implants enquiry from Facebook ad”
Call Outcome / Disposition
Schedule Next Follow-Up
Set for Mon, 4 Nov at 11:00 AM
Quick Note / Remarks
Doctor advised 2 implants. Wants EMI option, will discuss with husband.
Appointment questions answered on the clinic's WhatsApp
Patients ask about timings, location, consultation fees and treatment costs on WhatsApp. Salesvora puts the clinic's number in a shared inbox, so reception and counsellors can reply from the dashboard or their phones, and every chat is saved on the patient's enquiry.
For camps, festive offers or a new treatment, send a WhatsApp campaign to past enquiries filtered by treatment interest, and see who read and replied.
- Reception and counsellors on one clinic number
- Chats saved on the enquiry, not a personal phone
- Campaigns for camps and offers, filtered by treatment
- Opt-outs respected automatically
WhatsApp inbox and campaigns are on Pro and Max.
Rajesh Nair
WhatsApp · Assigned to reception
Reception
Dr. Rao sees patients on Sunday 10 AM to 1 PM. Shall I book 11 AM?13:08Reception
Booked for Sunday 11 AM. We will send you a reminder.13:11Lead sources
Know which channel brings patients, not just enquiries
Facebook and Instagram treatment ads, Google Ads lead forms and your website's appointment form bring enquiries in automatically. Walk-ins and doctor referrals can be added in seconds with their source.
Because every enquiry carries a source and a stage, the Leads by Source report shows which channel brought patients who actually started treatment, so you can put your ad budget where it works.
- Meta and Google lead forms (Pro and Max)
- Website appointment form on every plan
- Walk-in and referral sources
- Treatments started by source
Kavita Joshi
21:40Dental implants · Facebook ad
Facebook Lead AdsAssigned to CounsellorRajesh Nair
13:05"Root canal on Sunday?"
WhatsAppAssigned to ReceptionMeena Iyer
11:20Referred by Dr. Kulkarni · braces
ReferralAssigned to Counsellor
AI agent
An AI agent that books consultations in clinic hours
On Max, the AI agent answers the questions patients ask every day: timings, location, doctors' days, consultation fees and treatment price ranges, from FAQs you write and prices in your catalogue. It books consultations only inside your clinic hours.
Anything that needs a medical opinion is handed to your staff. The agent is set up to answer practical questions, not to give medical advice.
- Timings, fees and doctors' schedules answered day and night
- Consultations booked inside clinic hours
- Medical questions always handed to your team
- Replies in English, Hindi or Hinglish
FAQ agent on Pro (50 replies a month). All six agents and automations on Max.
Kavita Joshi
Facebook lead · AI agent
AI agent
Consultation is ₹500, adjusted in your treatment. Implant cost depends on the doctor's assessment. Shall I book a consultation? Thursday 6 PM or Friday 11 AM?21:41AI agent
Booked for Thursday 6 PM with Dr. Rao. You will get a reminder before the visit.21:43Pipeline
Stages from enquiry to treatment
Rename the pipeline to fit your clinic. A common setup is Enquiry, Consultation Booked, Consulted, Treatment Plan Shared, Treatment Started and Not Proceeding, plus Junk for wrong numbers.
Keep clinical notes in your practice-management or EMR software. Salesvora holds what your front office needs to win and keep the patient: the enquiry, the conversations and the next follow-up.
Rajesh Nair
Root canal
Pooja Shah
Aligners
Kavita Joshi
Thu 6 PM
Meena Iyer
Braces · EMI
Arun Pillai
Implants
What Salesvora costs a clinic
A single-doctor practice where the doctor or one receptionist handles enquiries can start on Free: one user, call tracking and 50 new enquiries a month. Clinics with up to five front-office and counselling staff run on Pro at ₹499/month (₹4,999/year), flat for the whole team, with WhatsApp, Meta ads and unlimited enquiries.
Multi-doctor clinics with six to fifteen staff, or anyone who wants the AI agent booking consultations after hours, use Max at ₹999/month (₹9,999/year).
Frequently Asked Questions
Is Salesvora a clinic management or EMR system?
No. Salesvora is a CRM for patient enquiries and follow-ups: calls, WhatsApp chats, ad leads, appointments and reminders. Keep prescriptions, case notes and billing in your clinic management or EMR software.
Can Salesvora send appointment reminders to patients?
Yes, with WhatsApp connected on Pro or Max. When a consultation is booked as a follow-up, the patient can get a WhatsApp reminder before it using your approved template, and your staff are reminded too.
Can my receptionist use it on the clinic phone?
Yes. Install the Android app on the clinic's Android phone. Every call to and from reception is logged on the patient's enquiry, and new callers become enquiries automatically.
Will the AI agent give medical advice?
It should not. Write your FAQs around practical questions such as timings, fees, location and doctors' schedules, and the agent hands anything outside them, including medical questions, to your staff.
Can I track which treatment ads bring patients?
Yes. Meta ad leads keep the campaign and form they came from, and the Leads by Source report compares enquiries and won patients by source.
Is patient enquiry data secure?
Data is stored on servers in India and encrypted in transit and at rest. Team members see only the enquiries assigned to them, every record belongs to the clinic's account, and Salesvora never sells or shares your data. See the security page for details.
How much does it cost for a clinic?
Free for one user. Pro is ₹499/month for up to 5 staff and Max is ₹999/month for up to 15, flat for the whole team, with a 14-day free trial.
Turn every patient enquiry into a booked consultation
Call tracking free on every plan. Pro for the whole front office at ₹499/month.