Sales CRM & Enquiry Management for Clinics

Stop losing patients because
no one followed up.

A sales CRM for clinics is software that captures every patient enquiry from Facebook, Instagram and WhatsApp, and gets a staff member to follow up before the patient books at another clinic. Salesgem is built for aesthetic clinics, dental clinics, dermatology and other specialty clinics — it captures enquiries from every channel automatically, assigns each to the right team instantly, and tracks the patient through to active care.

No credit card needed Free 14-day trial Setup in 1 afternoon
Patient Enquiries Showing 5 of 186 leads · Avg. response 4m 10s
RG
Rahul GuptaDental Implants · Full Checkup
GoGoogle Ads
New
Dr. Sharma
EC
Ethan ClarkeDermatology · Acne Treatment
Facebook
Appt. Booked
Dr. Carter
TH
Tom HarrisOrthopedic · Knee Pain
WhatsApp
Consulted
Dr. Raj
KN
Karan NairGeneral Checkup · Blood Work
GoGoogle Ads
Active Patient
Reception
AJ
Amit JoshiPhysiotherapy · Back Pain
WeWebsite
Follow-up Due
Dr. Carter
Appointment confirmed · Aditya Menon · Tomorrow 11 AM
Sound familiar?

Clinics lose patients the same way, every single day.

It's not a staffing problem. It's the absence of a system built for how patient acquisition works.

😩
Enquiries sit unanswered for hours
A patient fills a Google form or sends a WhatsApp message at 10 AM. Your receptionist sees it at 3 PM. The patient has already booked at another clinic.
📱
Staff handles patients on personal WhatsApp
Appointment confirmations, reports, follow-ups — all on personal phones. Nothing logged. When staff leaves, the patient data goes with them.
🔁
Patients consult once and never return
No follow-up after the first visit. No reminder for the next appointment. Patients forget, drift away, and you lose recurring revenue silently.
🤷
You don't know which platform is worth paying for
You're spending on Facebook, Instagram and Google Ads. But which one actually brings patients who show up? You genuinely have no way to tell.
Who uses Salesgem

Built for every type of specialty clinic.

Whether you run a single clinic or a growing chain of specialty centers, Salesgem fits the way your team works.

Aesthetic & Cosmetic Clinics
🦷
Dental Clinics & Chains
💆
Hair Transplant Centers
🌸
IVF & Fertility Clinics
⚖️
Weight Loss & Bariatric
🌿
Cosmetic Dermatology
👁️
LASIK & Eye Surgery
🦴
Orthopedic Specialty
😁
Dental Aligners
Patient enquiry sources — auto-synced
f
Facebook AdsLive
In
Instagram AdsLive
G
Google AdsVia Zapier
W
WhatsAppLive
LP
Landing PagesLive
We
Website FormsLive
Every patient enquiry captured the moment it arrives
Auto lead capture

Every patient enquiry — in one place, the moment it arrives.

Connect Facebook Lead Ads, Instagram Lead Ads and WhatsApp once. Every new patient enquiry lands in Salesgem instantly — no checking emails, no missed enquiries, no manual copy-paste. Google Ads leads can be routed in via Zapier or Pabbly while native support is in development.

  • Facebook and Instagram lead ads import directly into your pipeline
  • Google Ads leads routed in via Zapier or Pabbly — native integration coming soon
  • WhatsApp enquiries captured and assigned without any manual work
  • Website and landing page forms sync in real time — zero missed enquiries
Patient pipeline

Track every patient from first enquiry to active care.

See every patient's journey — Enquiry, Appointment Booked, Consulted, Treatment Plan, Active Patient. Know exactly who needs a follow-up call and who's at risk of dropping off.

  • Pipeline stages built around your actual patient journey
  • Set a follow-up reminder on any patient and get a push notification at the right time
  • Assign each patient to a staff member instantly — no enquiry left unowned
  • Search and filter patients by stage, staff member, or source — find any record in seconds
Patient Pipeline May 2026 · 95 active patients
Enquiry 44
RG
Rahul G.
Dental
AM
Aditya M.
Dermatology
+42 more
Appt. Booked 23
KN
Karan N.
General
AJ
Amit J.
Physiotherapy
+21 more
Consulted 14
PS
Pawan S.
Dental
RT
Rajan T.
Dermatology
+12 more
Treatment Plan 8
SK
Siddharth K.
Orthopedic
NV
Nikhil V.
Dermatology
+6 more
Active Patient 6
AP
Arjun P.
Physiotherapy
RM
Rohan M.
Dental
+4 more
Auto-assignment rules
Specialty match Dental enquiry → Dr. Sharma's team
Specialty match Dermatology → Dr. Pawan's team
Source match WhatsApp enquiry → immediate response
Fallback rule Unassigned > 5 min → Front Desk Head
Right doctor's team, right patient — assigned in seconds
Smart assignment

Every patient reaches the right doctor's team — instantly.

Set rules once: route by specialty, source or location. Dental enquiries go to your dental team, ortho to ortho. No patient waits in limbo while your front desk figures out who to call.

  • Route by specialty — dental, dermatology, orthopedic and more
  • Round-robin distribution ensures no single staff member is overloaded
  • Fallback rules so every enquiry is picked up within minutes
  • Round-robin across reception staff for equal workload distribution
Zero
patient enquiries missed — every lead auto-captured
5 channels
Facebook, Instagram, WhatsApp, landing pages & website forms — captured automatically
1 afternoon
average time for a clinic to be fully live, no technical setup required
Everything you need

Built for how modern clinics manage patients.

Patient Pipeline Tracking
Track every enquiry through Enquiry → Consultation → Treatment → Completed, so nothing falls through the cracks.
WhatsApp Patient Communication
Share reports, prescriptions, appointment confirmations and follow-up instructions via WhatsApp — all tracked inside Salesgem, not on personal phones.
Source ROI Reporting
See which platform — Facebook, Instagram, or Google Ads — is actually driving appointments. Stop spending on channels that bring enquiries but not patients who show up.
Import Your Existing List
Already tracking patients in a spreadsheet? Bring your whole list into Salesgem in one click — free migration support included.
Staff Accountability
See every staff member's assigned patients, response times and follow-up completion. Know instantly who's on top of their work and who needs support.
Mobile App for Clinic Staff
Native iOS and Android apps so your front desk and staff can check patient records and follow up from anywhere.
FAQ

Sales CRM & enquiry management for clinics — answered.

Have more questions? Our team is happy to show you how Salesgem fits your clinic's workflow.

Book a free demo

Salesgem is a sales CRM built specifically for clinics — it captures every patient enquiry from Facebook, Instagram and WhatsApp automatically (Google Ads leads can be routed in via Zapier or Pabbly while native integration is in development), assigns it to the right staff member immediately, and tracks every patient from first enquiry through to active care. Unlike generic CRMs, Salesgem is structured around the clinic patient journey: Enquiry, Appointment Booked, Consulted, Treatment Plan, Active Patient. Most clinics are live within an afternoon, with no technical setup required.

Enquiry management software for clinics is a system that captures every inbound patient enquiry — from Facebook ads, Instagram ads, WhatsApp messages or website forms — and ensures it is assigned to a staff member, tracked, and followed up on. Salesgem does this automatically: every enquiry lands in a shared pipeline and gets assigned to the right person, who can set a follow-up reminder for the right time. Nothing is missed, nothing sits in a personal inbox.

Salesgem works for any specialty clinic that runs on patient enquiries and appointments — including aesthetic and cosmetic clinics, dental chains, hair transplant centers, IVF and fertility clinics, weight loss and bariatric centers, cosmetic dermatology, LASIK and eye surgery clinics, orthopedic specialty clinics, and dental aligner practices.

Salesgem captures patient enquiries directly from Facebook Lead Ads, Instagram Lead Ads, WhatsApp, and your website or landing page forms — every new enquiry lands in your pipeline automatically, no manual entry. Google Ads leads can be routed in via Zapier or Pabbly while we build native support.

Patient WhatsApp conversations are captured and tracked inside Salesgem. Your reception staff can respond, share appointment details and follow-up instructions from within the app — every message is logged so nothing is lost when staff changes.

Yes. Salesgem tracks each patient's source through the pipeline from first enquiry to Active Patient, so you can see which channel — Facebook, Instagram, Google Ads or WhatsApp — is actually driving appointments instead of just enquiries. The breakdown is visible in the reports dashboard, so you stop spending on channels that don't bring patients who show up.

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lead management.

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