Hospital CRM Software
Google4.8
Trusted by 576+ Hospitals Across IndiaSave every patient enquiry as a temporary appointment. Remind them on WhatsApp. Book only when they arrive.
- Just name, mobile and expected date
- No OPD slot or appointment number used
- See which lead source brings patients in
15-minute demo on your own enquiry flow.
Your patient data is yours — never shared, guaranteed in your MOU.
CRM · Dashboard
| Patient Details | Category / Doctor | Date / Time | Lead Source | Status | Action |
|---|---|---|---|---|---|
| Priya Desai | OPD– | 22/10/2026 | Website | PendingRegistered | RegisterBook |
| Vihan Mishra | IPDDr. Nilesh Patel | 21/10/2026 | Call Centre | Pending | RegisterBook |
| Kavita Joshi | OPD– | 21/10/2026 | Website | Registered | Book |
| Arjun Nair | OPDDr. Meera Shah | 21/10/2026 11:30 | Pending | RegisterBook | |
| Fatima Shaikh | OPD– | 21/10/2026 | Social Media | Registered | Book |
Download Excel
What changes
TodayWith Lifemaan
- Today: A visit two months away needs a doctor and slot todayWith Lifemaan: Save name, mobile and date; doctor is optional
- Today: Advance bookings use up appointment numbersWith Lifemaan: Numbers are created only at the real booking
- Today: Patients who never come leave gaps in the sequenceWith Lifemaan: Unconverted enquiries never touch the sequence
- Today: Reminder calls made by hand, or not at allWith Lifemaan: WhatsApp reminder the day before the visit
- Today: No one knows which channel brings patientsWith Lifemaan: Conversions by website, WhatsApp, call centre, walk-in
- Today: Planned surgery admissions noted in a diaryWith Lifemaan: Tentative IPD visits tracked until admission
How it works
1.Save the enquiry
Name, mobile, expected date. Add doctor, OPD or time if known.
2.Tag the source
Website, WhatsApp, call centre, phone call, walk-in or other.
3.Patient is reminded
WhatsApp message one day before the expected visit.
4.Book on arrival
New patient: Register, then book. Existing patient: Book directly.
CRM · Temporary Appointment
Patient Details
Patient Name*
Priya Desai
Mobile Number*
98XXX XX210
Date of Birth
dd / mm / yyyy
Age
Y | M | D
Gender
Female
Appointment Details
OPDIPD
OPD Name
Select OPD
OPD Doctor
Select an OPD first
Appointment Date*
22/10/2026
Lead Source
Website
Time Slot
Select Time Slot
CancelSave
Only the three starred fields are required.
Who uses it
Reception
Today's expected patients on one screen; register or book in one click.
Call centre
Log enquiries fast, without choosing a doctor or slot.
OPD and IPD
Future consultations and planned admissions, kept apart from confirmed bookings.
Management
Arrivals, conversions and lead-source performance, with downloadable reports.
Know what converts
CRM_Report_October.xlsx
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Patient | Category | Date | Lead Source | Status |
| 2 | Priya Desai | OPD | 22/10/2026 | Website | Registered |
| 3 | Vihan Mishra | IPD | 21/10/2026 | Call Centre | Pending |
| 4 | Kavita Joshi | OPD | 21/10/2026 | Website | Registered |
| 5 | Arjun Nair | OPD | 21/10/2026 | Pending | |
| 6 | Fatima Shaikh | OPD | 21/10/2026 | Social Media | Registered |
| 7 | Rohit Kulkarni | OPD | 20/10/2026 | Walk-in | Registered |
October by lead source
| Lead Source | Enquiries | Registered | Conversion |
|---|---|---|---|
| Website | 46 | 37 | 80% |
| 38 | 30 | 79% | |
| Call Centre | 31 | 20 | 65% |
| Social Media | 22 | 15 | 68% |
| Walk-in | 9 | 8 | 89% |
| Total | 146 | 110 | 75% |
Expected today
Every patient due to visit on a chosen date.
Converted vs not
Enquiries that became bookings, and those that didn't.
By lead source
Enquiries and bookings per channel, side by side.
Conversion rate
Over any period, for the hospital or one source.
Filters
By date, source and visit type.
Download
Export reports for management review.
Bring past patients back
Patient recall
WhatsApp or SMS reminders when a review, vaccination or check-up is due.
Referral doctors
Patients and revenue per referring doctor, tagged at registration.
Trusted by doctors and hospitals across India
Google4.8
“For a paediatrician, vaccination tracking is crucial. Lifemaan sends automatic reminders to parents via WhatsApp. My recall rate has doubled since I started using it.”
Dr. Arpit Viroja
Paediatrician, Sattva Child Care, Rajkot
“My patients love getting prescriptions on WhatsApp. It's professional, instant, and they don't lose it.”
Dr. Nirav Gondaliya
MD Physician, IDCC Hospital, Surat
“I see 60+ patients daily. With Lifemaan, I write prescriptions on the tablet in seconds. Patients get it on WhatsApp before they leave my chamber. Best decision I made for my practice.”
AR
Dr. Ankur Rangholiya
MD Medicine, Samarpan Trust Hospital, Surat
See it on your own enquiries
Quote-based pricing, with a free trial.
15-minute demo No card required 15-min setup
Or reach us directly: +91 90237 53539 · WhatsApp
Frequently Asked Questions
A hospital CRM manages the patient relationship before and after the visit: enquiries, reminders, follow-ups and referral sources. Lifemaan's hospital CRM saves each enquiry as a temporary appointment, reminds the patient on WhatsApp, converts the enquiry into a booking when the patient arrives, and reports which lead source brings patients in. It is part of the Lifemaan hospital software.
A temporary appointment is a record of a patient's expected visit that is not yet a real booking. In Lifemaan it needs only the patient's name, mobile number and expected visit date. It sits in a separate CRM list, so it does not reserve an OPD slot, create an IPD admission or generate an appointment number until staff book it.
No. In Lifemaan, appointment numbers are created only through the regular booking process. Enquiries saved in the CRM stay outside the appointment sequence, so patients who book months ahead and never come do not leave gaps or unused numbers in the OPD sequence. This is how Lifemaan handles hospital enquiry management without disturbing daily OPD work.
No. Name, mobile number and expected visit date are enough. If you already know them, you can add the doctor, OPD or department and time slot, and the record still stays tentative. This suits multi-specialty hospitals where a patient calling two months ahead has not chosen between several doctors in the same specialty.
Yes. Lifemaan sends the patient a WhatsApp reminder one day before the expected visit date, naming the hospital and the date. Patients who called weeks or months earlier are reminded without the front desk making manual calls, which helps reduce missed visits.
Yes. Lifemaan CRM records tentative inpatient visits, such as a surgery planned for next month, with the patient's contact details and expected date, without creating an IPD admission early. The patient gets the WhatsApp reminder, and when they arrive, staff continue with the normal admission process.
From the CRM list, staff click Register for a new patient: registration opens, and then the regular appointment booking with doctor, OPD and slot. For a patient already registered in Lifemaan, staff click Book and go straight to booking. The appointment number is generated at that point.
Yes. Each enquiry in Lifemaan is tagged with its source: website, WhatsApp, call centre, phone call, walk-in or other. Reports show enquiries, actual bookings and conversion rate per source for any period, so management can see which channel brings patients who actually visit. This is patient lead management built into the hospital system, not a separate tool.
Yes. Besides enquiries, Lifemaan's CRM sends WhatsApp or SMS reminders to past patients when a review, vaccination or check-up is due, and tracks how many patients each referring doctor sent and what those visits were worth. Referrals are tagged at registration.
Yes. Lifemaan's CRM works for single-doctor clinics, multi-specialty hospitals and call-centre teams, so it also serves as a CRM for doctors and clinics. It is part of the Lifemaan healthcare CRM software, priced on a quote with a free trial; a 15-minute demo shows it on your own enquiry flow.