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CRM & booking

Every lead captured, scheduled and followed up. No enquiry waits in somebody’s inbox.

  • Convert
  • In production: Vijaya Medical Centre
  • WhatsApp · UPI · Razorpay

Why it matters

Most lost business is not lost to a competitor. It is an enquiry nobody followed up, or a booking nobody reminded.

We put every enquiry, from the website, WhatsApp, calls and walk-ins, into one pipeline with a next step and an owner. Bookings confirm themselves, remind at the right time and take a deposit when no-shows cost you money.

For Vijaya Medical Centre that meant patients booking diagnostic tests and home sample collection, paying online and getting reports, with billing connected to the centre’s system.

What we build

01Booking systemsSlots, staff, branches and services, with confirmations and easy rescheduling.
02PipelinesStages that match how you actually close, with owners and next steps on every lead.
03RemindersWhatsApp and SMS reminders timed to cut no-shows, with replies routed back to the team.
04Deposits and paymentsUPI and card deposits through Razorpay, confirmed by the server before a slot is held.
05Follow-up automationQuotes, nudges and renewals sent on time without anyone keeping a list.
06ReportsWhere enquiries come from, how fast you respond and what converts.

How we build CRM & booking

  1. 1Map how you sellEvery channel enquiries arrive from, the stages to a sale or visit, and who owns each step.
  2. 2Design the booking rulesSlots, capacity, buffers, deposits, cancellations and what happens when a payment fails halfway.
  3. 3Connect the channelsWebsite forms, WhatsApp and payments feed one record, using verified webhooks, not guesswork.
  4. 4Rehearse the edge casesDouble bookings, refunds, late payments and reschedules are tested before customers find them.
  5. 5Launch and stayDeployed with a runbook, a tested backup restore and error tracking watched after release. The same team keeps it patched and running.

The stack we reach for

Custom or off-the-shelf
Fit firstWe will tell you when Zoho or HubSpot is enough, and build custom only when your process needs it.
WhatsApp · SMS
RemindersMessages customers actually read, with templates approved and replies tracked.
Razorpay · UPI
PaymentsDeposits and payments reconciled from webhooks, with refunds and failures handled.
Built forClinicsDiagnostic centresSalonsConsultantsSales teams

Booking and CRM in production

See all work →
01Vijaya Mobile AppGoogle Play ↗

More we have built

VijayamedicalcentreHealthcare booking site with WooCommerce, ERP billing integration, and digital reports, online test booking…WordPress · 2022

Questions

Something else on your mind? Ask it on the free 30-minute call.
01Should we build a custom CRM or use Zoho or HubSpot?

If your sales process is standard, an off-the-shelf CRM is usually right and we can set it up. Custom makes sense when booking, billing or stock must live in the same record.

02Can customers book and pay online?

Yes. Customers pick a slot, pay a deposit or the full amount by UPI or card, and get a confirmation and reminders automatically.

03Will it work with WhatsApp?

Yes. Confirmations, reminders and follow-ups can go out on WhatsApp using approved templates, with replies reaching your team.

04Do reminders really reduce no-shows?

They help most when timing, channel and a small deposit work together, and when rescheduling is easier than not turning up. We design all three.

01Websites →Turn visits into booked calls and enquiries.06Automation & portals →Invoices, documents and client portals after the sale.JournalBooking systems that reduce no-shows →Timing, WhatsApp, UPI deposits and a setup checklist.

Never miss an enquiry again.

A free 30-minute call. Show us where leads come from today.
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