SurgyCRM Reviews

SurgyCRM 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.