ConnectAI
🗂️

Healthcare CRM for Doctors India

Manage every lead, every patient, and every team member from one place.

WhatsApp deliveryNo contractsCancel anytime

Common challenges we solve

😤

Before ConnectAI

Leads fall through the cracks

Nobody knows who followed up with which lead and when

📋

Before ConnectAI

No record of past interactions

When a patient calls, there's no context on what was discussed last time

📉

Before ConnectAI

No visibility on team performance

You don't know if your front desk is following up with leads effectively

What's included

1

Lead Pipeline

Kanban view — Opportunity → Lead → Account. Move leads through stages with one click.

2

Activity Logging

Every call, message, and visit logged automatically against the patient or lead.

3

Task Assignment

Assign follow-up tasks to staff with due dates and reminders.

4

Team Performance Dashboard

See who closed how many leads and what the conversion rate is.

5

Anaya Integration

Anaya logs all her conversations directly into the CRM — no manual entry.

2 hrs
Average setup time
₹0
Setup fee
24/7
WhatsApp support
30 days
See first results

Who is this for?

🏥

Multi-Doctor Clinic

5+ doctors, a front desk team, and many leads to manage

🏢

Clinic Chain

Multiple branches, need centralised lead tracking

📈

Growth-Focused Owner

Running active marketing and need to track lead quality

Your onboarding journey

Day 1

Demo

See the CRM live with your use case

Day 3

Setup

Team accounts, pipeline stages, and integrations configured

Day 7

Training

Staff trained on lead logging and follow-up workflows

Month 1

Insights

First conversion analysis — where leads are dropping off

Frequently asked questions

Frequently Asked Questions

Yes. Anaya conversations are automatically logged. You can also manually log WhatsApp interactions.

Yes. Role-based access — each staff member sees only what they need.

Fully responsive web app works on any phone. Native mobile app coming soon.

Ready to see Healthcare CRM for Doctors India in action?

Book a 15-minute demo and see exactly how ConnectAI works for your clinic.