Night-time enquiries wait until morning
The lead is assigned the moment it arrives and receives a personalised welcome from the agent’s own WhatsApp number.
CRM for medical tourism teams
Medical Tourism CRM: From First Enquiry to Treatment Follow-up
A medical tourism CRM manages the enquiry, communication, quote and follow-up of international patients in a single record. In medical tourism, the patient’s country, language, treatment interest and travel plan are all part of the same sales process. Sodo CRM assigns every ad enquiry to a sales agent and keeps the WhatsApp conversation, the quote and the next step in one patient record.
Meta + web + WhatsAppScattered enquiries in one lead pool
Agent-based follow-upEvery lead’s owner and waiting time are visible
End-to-end historyConversation, quote, appointment and payment in one record
The problem
In medical tourism sales, the most expensive loss is an unanswered or ownerless enquiry.
Requests from different countries and time zones pile up fast. Without a shared system, the team contacts one lead twice while another is never called.
Language and country get lost before the first chat
Country, language, treatment interest and custom questions from the form land on the patient card; the agent starts the conversation with context.
Follow-up after the quote disappears
Quote, reminders, appointment, travel notes and outcome stay on the same timeline.
How it works
How does a medical tourism enquiry move through Sodo CRM?
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1
The enquiry is captured
Data from Meta Lead Ads or your web form arrives in the right fields; a repeat enquiry is matched to the existing history.
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2
The right agent takes over
The lead is assigned by your team rule and an automatic WhatsApp welcome goes out. The manager tracks response time.
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3
The path to treatment is recorded
Photos, the doctor’s assessment, the price quote, follow-up date, appointment and payment move forward on the patient card.
Product screen
The patient writes in Italian, your team answers in English.
With Sodo CRM
Visibility built around the daily work of an international patient team.
Country and language breakdown
Filter leads by country, language, campaign and treatment interest; staff your team according to real demand.
WhatsApp conversation history
Messages stay on the patient record even when the agent changes; the manager can read the whole team’s conversations.
Photos and assessment
Attach patient photos to the record with access limited to authorised users, and keep the doctor’s assessment in the same place.
Scheduled follow-up
Create reminders with an owner and a note for post-quote calls, document requests or travel confirmation.
Appointments and treatment plan
Plan the pre-consultation, procedure and check-ups without detaching them from the patient’s history.
Monthly sales analysis
See which countries and campaigns bring qualified leads and where agents lose patients in the conversation.
Choosing a CRM
A system that fits the medical tourism flow instead of a general-purpose CRM.
Sodo CRM is more than an address book of names and phone numbers. It brings Meta form fields, the WhatsApp conversation, patient photos, follow-up tasks and the sales outcome into one record, so ad quality and agent performance can be measured separately.
- Transparent per-user pricing
- No per-message fees
- Role-based permissions and per-company data isolation
- Works like an app in the phone browser
FAQ
Clear answers about Medical Tourism CRM.
See how the product fits the way your team already handles enquiries and sales.
Which enquiry sources does the medical tourism CRM collect?
Sodo CRM collects enquiries from Meta Lead Ads, website forms and WhatsApp in one panel. Country, language, treatment interest and custom questions from the form can be mapped to CRM fields.
Can we send an automatic WhatsApp message to international patients?
Yes. When an enquiry is assigned to a sales agent, an automatic welcome can be sent from the agent’s own WhatsApp number. The lead’s name, treatment interest and clinic name can be added to the message.
Can patient photos and documents be kept in the CRM?
Yes. Photos and related notes can be added to the patient card. Files are not reachable through a direct link and can only be viewed by authorised users.
How do we measure the performance of the sales team?
Managers can review response times, follow-up status, pipeline results and WhatsApp conversations together. The monthly AI report analyses ad quality and agent conversation performance under separate headings.
Let’s look at your sales flow together.
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