One inbox
Walk-ins, website forms, Google and Instagram land as leads with source and campaign attached.
Read moreClinic CRM
Clinic CRM for enquiries, appointments and follow-ups
Any clinic. Walk-ins and ad leads stay with an owner, then staff book the visit and keep medicines in the product catalog.
Any clinic
Appointments
Products
Calendar
Any clinic
Clinic CRM for the enquiry and the booked visit
Not hospital software, and not locked to one speciality.
A clinic CRM keeps the enquiry with an owner. Walk-ins, website forms and ads become leads. Staff then book the visit in Appointments: service, person and start time. A lead does not become an appointment by itself, and a visitor on your website cannot pick a slot.
Medicines and other items the clinic sells stay in Products, with a price and, if you track it, a quantity on hand. An invoice does not reduce that quantity. This fits any clinic. It does not store prescriptions or patient charts.
Calling and WhatsApp stay off until the clinic registers with the telecom provider through MSG91, and with Meta for WhatsApp. Until then the team logs the enquiry and the next follow-up on the lead.
Visit
Appointments
Booked by staff
Goods
Products
Medicines and items
Week
Calendar
One person at a time
24h
Reminder
One email before the visit
Why clinics lose patients
The enquiry has no owner. The visit is never booked.
Front desk takes the name, someone promises a callback, and the patient goes elsewhere. salesTantra keeps the lead, then the appointment, on one portal.
Missed callbacks
The chat stays on whoever answered. The next follow-up has no owner on the lead.
No-shows
A visit is booked, the patient does not arrive, and the slot stays blocked because nobody marked it.
Ads without proof
Google and Instagram spend comes in, but the clinic cannot see which campaign filled the chair.
Clinic CRM
From first enquiry to the visit
Run enquiries on salesTantra, then book the visit in Appointments. This is not software for prescriptions or patient charts.
Clinic journey
1
Enquiry
Walk-in or form
2
Owner
Front desk or staff
3
Booked
Visit on the contact
4
Arrived
Checked in
5
Done
Session used
6
Next
Invoice or follow-up
1
Enquiry
Walk-in or form
2
Owner
Front desk or staff
3
Booked
Visit on the contact
4
Arrived
Checked in
5
Done
Session used
6
Next
Invoice or follow-up
In the portal
Book the visit. Keep the goods separate.
Choosing Clinic turns on Appointments and Calendar. Products stay in the catalog when What you sell includes products. A lead does not become an appointment, and a website visitor cannot pick a slot.
Visits
AppointmentsBook the visit in the portal
Staff open the contact and book the service your clinic offers. The end time follows that service length.
- ✓ No double booking: that person cannot have two visits at once
- ✓ Week calendar by staff. An empty hour opens the form
- ✓ Scheduled, confirmed, checked in, completed, cancelled, no show
- ✓ A completed visit uses one session from a pack
- ✓ Create invoice drafts this contact and service
Goods
ProductsMedicines and clinic items stay in the catalog
A visit is a service. A medicine or other item you sell is a product, with its own category, price and quantity.
- ✓ Name, category, SKU, unit, sale price, cost and MRP
- ✓ Track inventory keeps a quantity on that item
- ✓ Filter the list by in stock or out of stock
- ✓ An invoice does not reduce the quantity
- ✓ Quote these products copies the catalog price onto a quote
Calling and WhatsApp
Ready in the CRM. Connected after you register.
Both stay off until your clinic finishes registration. Until then, the team logs the enquiry and the next follow-up on the lead.
Calling through MSG91
Register with the telecom provider using MSG91. After approval, calls can be placed from the lead.
WhatsApp through Meta
Register the business number with Meta. After approval, WhatsApp can be sent from the lead.
Go live
Set the clinic pipeline, then turn capture on
01
Name your stages
Match the path you already use: enquiry, appointment, visit, done.
02
Assign by branch
Front desk and branch rules so a lead is never unowned.
03
Capture and follow up
Forms and walk-ins create leads. Overdue follow-ups show on the dashboard.
FAQ
Common questions
No. Any clinic uses the same portal. You name the services you book and the products you sell. It is not locked to dental, skin, or any other speciality.
No. salesTantra tracks enquiries, appointments and follow-ups. It does not store prescriptions, lab results or clinical records.
In Products, not on the appointment. A visit is a service you book. A medicine or other item you sell is a product with its own price and, if you track it, a quantity on hand.
Staff open Appointments and book the visit on the contact: service, staff, and start time. The lead stays a lead. A form on your website does not create the booking.
Yes. The person who logs the walk-in creates the lead. Assignment rules hand it to the right person for that branch, with the history still on the record.
Yes. Each branch can have its own team and queue. Owners see pipeline and source reports across branches.
The CRM is wired for both, and neither is connected until you register. Calling needs a telecom registration through MSG91. WhatsApp needs a Meta registration for your business number. Follow-ups are tracked on the lead either way.
Patient payments to your clinic stay on your own billing process. Subscription fees for salesTantra itself are billed in the client portal.
Get started
Put every clinic enquiry on one pipeline
Book a demo and we will map your enquiry, appointment and product catalog on salesTantra.