NexaCRMHealthcare CRM
Healthcare CRM for clinics & suppliers
Whether you run a clinic, a diagnostic centre or supply medical equipment, NexaCRM helps you respond to enquiries quickly, manage referrals and never miss a follow-up.
The challenge
Why healthcare businesses lose sales
Missed enquiries
Calls, website forms and WhatsApp enquiries are not recorded.
Referral tracking
Doctor and hospital referrals are hard to measure.
Follow-up reminders
Package renewals and review visits are forgotten.
Institutional sales
Medical equipment tenders and hospital purchases need long follow-up.
The solution
How NexaCRM helps healthcare teams
Enquiry details
Department or service interest and preferred appointment date.
Referral source
Record the referring doctor or hospital on each enquiry.
Institution profiles
Hospital type and bed count for B2B medical sales.
Reminders
Automatic follow-ups for reviews, renewals and quotations.
Quotations
Equipment and consumable quotations with GST.
Role-based access
Each user sees only the records they need.
Workflow
Your sales process, step by step
Enquiry by call, form or WhatsApp
Appointment or product demo booked
Quotation or package shared
Follow-up, renewal and referral reporting
Industry module
Switch on the Healthcare module in one click
Go to Settings → Industry modules and enable it. These fields appear on your forms straight away — your existing data is not changed.
Lead fields
Customer fields
Deal fields
Lead sources
Included in every plan
Everything else your team needs
FAQ
Healthcare CRM — frequently asked questions
Is NexaCRM an electronic medical record system?
No. It manages enquiries, relationships and sales follow-ups; keep clinical records in your EMR / HIS.
Can medical equipment suppliers use it?
Yes. Track hospitals, tenders, demos, quotations and service contracts.
Can I track doctor referrals?
Yes. The healthcare module adds a referral field and you can report on it.
Who can see the data?
Access is controlled by roles and every change is recorded in the audit log.
Related industries
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Ready to grow your healthcare sales?
Start a free trial, switch on the Healthcare module and capture your first enquiry today.