SurgyCRMThe Healthcare-Native Hospital CRM

A hospital CRM (customer relationship management system) manages the patient relationship — leads, inquiries, feedback, journeys, referrals and communication. A HIS / HMS runs hospital operations — EMR, billing, pharmacy, IPD and OT. SurgyCRM is the revenue and patient-experience layer that sits on top of your HIS: every inquiry, complaint and follow-up is tracked in the CRM, and every conversion is verified against the HIS billing record.

Yes on both. SurgyCRM connects to major Indian and international HIS/HMS platforms via HL7/FHIR-style APIs or scheduled data syncs — so lead-to-revenue attribution becomes automatic. If your HIS integration isn't ready, you go live on day one with daily Excel / CSV uploads; the HIS layer is added in parallel and attribution flips to live automatically once it's connected.

SurgyCRM is WhatsApp-first. Appointment confirmations, journey reminders, feedback prompts, doctor referral updates and internal alerts all route through your verified WhatsApp Business Account using pre-approved message templates you control from Settings → WA Templates. There's a built-in send log, a test-send tool, and an opt-out trail — so every outbound message stays compliant.

Unique QR codes are placed at every touchpoint — OPD reception, wards, billing, discharge. Patients scan with any smartphone camera and submit a request, complaint or feedback through a mobile web form — no app install, no login. Each submission becomes a tracked ticket on an internal Kanban board with an owner, SLA countdown, L1 / L2 escalation and a full audit trail — so issues get resolved inside your hospital instead of ending up as 1-star Google reviews.

Patient data is tenant-isolated per hospital, encrypted at rest and in transit, and access is governed by role- and branch-scoped permissions with a full audit trail. SurgyCRM is built for India's Digital Personal Data Protection (DPDP) Act and aligned with global healthcare data norms — every user, action and record has an accountable trail.

Yes. SurgyCRM is multi-tenant with multi-branch support — each centre has its own leads, staff, QR codes and dashboards, with consolidated analytics across the group. Users are provisioned per branch with fine-grained module access (Leads, Journey, Referrals, Chatbot, Feedback, Analytics, SurgyField) and role labels for Admin, Member, Viewer or custom roles like OT Nurse or Pharmacy.

SurgyCRM ships on your own branded subdomain with your hospital's logo, colours and chatbot identity as standard — patients see your brand end-to-end. Full whitelabelling — a custom root domain, branded transactional emails, and a brand-owned Android app listing — is an optional paid add-on, scoped and priced during onboarding based on the domains, mail systems and app-store accounts involved.

A standard rollout takes 4–6 weeks. Week 1–2: tenant provisioned, users and branches configured, WhatsApp Business Account verified. Week 3–4: QR codes deployed at every touchpoint and lead capture goes live across website, chatbot and call centre. Week 5–6: HIS or Excel data pipelines are stabilised and the full V1 platform — leads, journeys, referrals, feedback, SurgyField — is operational.