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Setup · Build · Management

Your CRM should book patients while your team sleeps.

We set up, build and manage the CRM behind your clinic, so every enquiry is captured, followed up and attributed to revenue.

5 minTarget speed-to-lead once automations are live
+29%Average lift in enquiry-to-consultation conversion
100%Of enquiries tracked from first click to treatment

Generalist agencies learn healthcare on your budget. We already know what it takes to bring patients through the door.

We only work with clinics, hospitals and health brands. That means we know the cost of a consultation slot, the regulations around claims and imagery, the seasonality of treatment demand, and the difference between an enquiry and a patient who actually books.

01

CRM setup & migration

Whether you are starting fresh or escaping a system nobody uses, we stand up a clean CRM built around how clinics actually sell: treatments, consultations and treatment plans.

  • Platform selection: HubSpot, GoHighLevel, Pipedrive, Salesforce or your PMS
  • Clean migration of existing patient and enquiry data
  • Pipelines built by treatment and consultation stage
  • User roles, permissions and patient-data safeguards
Speak to a CRM specialist
02

Build & automation

The build is where the money is. Instant lead response, reminder sequences, no-show recovery and rebooking triggers all running without your front desk lifting a finger.

  • Speed-to-lead SMS, WhatsApp and email automation
  • Consultation reminders and no-show recovery flows
  • Treatment-cycle rebooking and reactivation triggers
  • Website, ads, call tracking and booking system integrations
Speak to a CRM specialist
03

Ongoing management

We run it for you, keeping data clean, automations tuned and your team accountable to the pipeline, with reporting that shows exactly which channel produced which treatment.

  • Weekly pipeline hygiene and lead-status auditing
  • Front-desk training and follow-up scripts
  • Revenue attribution back to ad spend and SEO
  • Monthly dashboard review with your leadership team
Speak to a CRM specialist

What's included

Every engagement, as standard.

No tiered packages, no holding back the good stuff. Every clinic we work with gets the full system from day one.

Speak to a CRM specialist
  • 01CRM audit, selection and setup
  • 02Data migration and pipeline build
  • 03Full automation and integration build
  • 04Team training and documentation
  • 05Attribution and revenue dashboards
  • 06Ongoing optimisation and support

What clients say

Berkeley Health behave like an in-house team. Weekly numbers, clear priorities, and everything tied back to patients through the door.
Head of MarketingMulti-site dental group
Cost per booked consultation dropped sharply within the first quarter and the quality of enquiry went up, not down. That combination is rare.
Managing PartnerPrivate healthcare group, Dubai

Sectors we work in

Aesthetics & dermatologyPlastic & cosmetic surgeryDental & orthodonticsLongevity & precision healthHair restorationPhysiotherapy & spineChiropractic & osteopathyIV & wellnessFertility & women's healthPrivate GP & diagnosticsProctology & colorectalBariatric & weight lossOrthopaedics & sports medicineOphthalmology & laser eyeENT & sinus careUrology & men's healthGastroenterology & endoscopyCardiology & heart screeningDermatology & skin cancerPodiatry & foot careMental health & psychiatryAddiction & rehabilitationPaediatrics & family clinicsSleep & respiratory clinicsRegenerative & stem cellHormone & HRT clinicsVascular & varicose veinsAudiology & hearing care

Straight answers

Can you work with the system we already have?

Almost always. We audit what you have first and only recommend moving if the current platform is genuinely holding growth back.

How is patient data protected?

We configure permissions, retention and consent handling to meet GDPR and the relevant data rules in the UK, UAE and US, and we never move clinical records into marketing tools.

Case studies

All work

Free crm audit

Find out what's costing you patients.

Tell us about your clinic and a senior strategist will review your crm performance and send back a prioritised plan. No cost, no obligation.

  • Reviewed by a healthcare specialist, not a junior
  • Benchmarked against clinics like yours
  • Back with you within three working days

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