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features
design
support

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Description

SurgyCRM is a cloud-based customer relationship management system designed specifically for hospitals to effectively handle patient inquiries and enhance engagement throughout their care journey. This platform integrates various communication channels, including websites, chatbots, call centers, WhatsApp, walk-ins, and referrals, into a unified shared inbox that enables assignment, follow-up, source tracking, and conversion metrics aligned with hospital information system records. Teams are empowered to establish care-journey milestones, automate WhatsApp reminders, oversee doctor and partner referrals, and gather QR-code feedback as tracked tickets. A bilingual chatbot on the website efficiently captures inquiries and generates leads, while features such as role- and branch-based access, audit trails, and dashboards facilitate seamless operations across multiple locations. Additionally, a mobile field app allows for the documentation of referral visits, ensuring all interactions are recorded. SurgyCRM is tailored for hospitals and healthcare groups, seamlessly integrates with existing HIS/HMS platforms via APIs or scheduled data synchronization, and can also initiate data input through spreadsheet imports, making it versatile for different operational needs. This solution is offered as a multi-tenant software-as-a-service platform, allowing for collaborative use among various stakeholders.

Description

Advanced analytics from Welltok SmartReach CRM help you retain your current patients, attract new clients and drive strategic growth. Multi-channel outreach can be used to engage, acquire and nurture new patients. Our single platform allows you to track leakage and connect with the providers that are critical to your growth. Our predictive modeling and machine-learning algorithms provide deeper insights that are more accurate. Referral redirection can increase revenue and maximize in-network referrals. SmartReach allows you to understand your audience better, communicate with them, and measure the impact of your outreach. Predictive analytics and machine learning can help you identify individual needs, receptivity, and impactability. To build success criteria, use built-in tools to identify patterns and population characteristics. Combine your existing data with our proprietary consumer base to analyze and identify high value targets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Accurint Crime Analysis No 
Bridger Insight XG No 
Juris No 
LexisNexis Prospect Portfolio No 
Nexis Data+ No 
Nexis Diligence No 
Nexis Social Analytics No 
Plane No 
VerifyRX No 
WhatsApp Yes 
eCitation No 

Integrations

Accurint Crime Analysis Yes 
Bridger Insight XG Yes 
Juris Yes 
LexisNexis Prospect Portfolio Yes 
Nexis Data+ Yes 
Nexis Diligence Yes 
Nexis Social Analytics Yes 
Plane Yes 
VerifyRX Yes 
WhatsApp No 
eCitation Yes 

Pricing Details

$50
Annual subscriptions are scoped per hospital based on selected modules and deployment needs. A custom root domain, branded transactional emails, or a brand-owned Android app listing may incur additional charges.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Surgy Innovation Labs

Founded

2020

Country

India

Website

surgy.health/products/surgy-crm

Vendor Details

Company Name

Welltok

Founded

2009

Country

United States

Website

welltok.com/health-system-growth/

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Product Features

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records No 
Patient Communications Yes 
Patient Management No 
Physician Management Yes 
Predictive Analytics Yes 

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