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.
Your CRM should be booking patients while your clinic is closed
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
Every enquiry you paid for deserves an answer in minutes. We build clinic CRMs that turn enquiries into booked patients.
We only build patient systems for clinics, hospitals and health brands. That means we know how quickly an enquiry goes cold, which follow-ups actually get answered, how to cut no-shows with the right reminders, and how recall and rebooking campaigns fill quiet chairs without your team lifting a finger.
Speak to a CRM specialistWhat's included
- 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
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.
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.
What clients say
“Berkeley Health set up our CRM so every enquiry is tracked from first click to booked treatment. Nothing slips through, and we finally know which marketing actually produces patients.”
Jenya MelayFounder of RESYNC“Follow-ups that used to take our team hours now happen in minutes, automatically. Consultation reminders, no-show recovery, reactivation — the CRM quietly does the work.”
Dr. Sach MohanFounder of Revere ClinicsSectors 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
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