CRM & Lead Management

Healthcare CRM and Lead Management Module Integrated with Hospital ERP

Medora’s CRM and Lead Management System is designed to help hospitals and healthcare organizations manage enquiries, leads, and patient engagement from a single, centralized platform. As part of the Medora Hospital Management System, it enables organizations to track prospective patients, manage communication, and convert enquiries into confirmed appointments and admissions efficiently.

Hospitals receive leads from multiple sources such as phone calls, websites, social media, campaigns, and walk-in enquiries. Managing these interactions manually often leads to missed follow-ups and lost opportunities. Medora replaces fragmented CRM tools with a unified lead management system that captures, organizes, and tracks every enquiry throughout its lifecycle.

The CRM module provides structured lead workflows, allowing teams to assign leads, schedule follow-ups, record interactions, and monitor conversion status in real time. Automated reminders and notifications ensure that no enquiry is overlooked, improving response times and overall patient engagement.

Medora’s CRM integrates seamlessly with appointment scheduling, OPD workflows, and billing processes. Once a lead is converted, patient details flow directly into the hospital management system, eliminating duplicate data entry and ensuring a smooth transition from enquiry to care delivery.

Multi-channel communication is supported through integration with phone systems, messaging platforms, email, and social media channels. Hospitals can maintain consistent communication with patients while keeping a complete interaction history accessible to relevant teams for better context and service quality.

By integrating CRM and lead management into the hospital ERP ecosystem, Medora enables healthcare organizations to improve patient acquisition, strengthen relationships, and drive sustainable growth. Scalable and adaptable, the CRM module supports hospitals ranging from single clinics to large multi-branch healthcare groups.

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