CRM Setup & Lead Tracking
Goal: Track every lead from first contact through to booked appointment in one place, regardless of channel.
What We Set Up:
- Healthcare-suitable CRM selection & configuration
- Lead capture from forms, calls, and WhatsApp
- Pipeline stages matched to your intake process
- Staff training on daily use
- Duplicate and data-hygiene cleanup
- HIPAA-aware field and access configuration
- No lead falls through the cracks
- Clear visibility into pipeline at every stage
- Foundation for accurate channel attribution