Healthcare CRM AI patient-enquiry CRM for hospitals, clinics and diagnostic centres in India

Patients enquire at three hospitals. Be the one that answers first.

Erino is the AI CRM built for hospital and clinic patient-enquiry teams. Calls, WhatsApp, website and ad enquiries reach the right coordinator in seconds. Every appointment gets a reminder, every no-show a reschedule call, every treatment estimate a follow-up, and every call is recorded and scored. No patient books with the hospital that simply picked up sooner.

Free patient enquiry leakage audit

Get my audit →

Free, 30 minutesNo obligationData hosted in India

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Patient desk · Koramangala centreLive
SAT 9:40PM
The OPD closed at 8. Erino didn't.
  1. 📥New enquiry · Google Business ProfileKnee pain · wants an orthopaedic consult21:40:04
  2. 🎯Auto-assigned to Divya · Orthopaedics deskRule: department + branch + language21:40:05
  3. 💬WhatsApp sent · appointment slots sharedDoctor profile and slots · call back Mon 9 AM21:40:07
  4. 📞Booking call Mon 9:05 AM · 4mAI: high intent · concern "consultation fee and wait time"09:12
  5. 🩺OPD visit done · estimate sharedFollow-up task for treatment decision created16:30
  6. ✅Treatment plan accepted · ThuPre-authorisation and admission-date tasks created11:20
After-hours enquiries waiting for a first call0
WhatsApp reply sent in3 sec
No-shows without a reschedule call0 this week

Illustration of an Erino workflow

100%team adoption
32%more conversions in 2 months
1:1dedicated account manager
24×7instant enquiry assignment

Every patient enquiry source, one queue

Inbound callsWhatsApp enquiriesGoogle Business ProfileMeta Lead AdsGoogle AdsWebsite & landing pagesHealth campsDoctor & patient referralsPracto & listing platforms

What is a patient enquiry CRM?

A patient enquiry CRM is software that manages every prospective patient from first call or message to appointment, treatment and follow-up. It captures enquiries from calls, WhatsApp, your website, ads and Google listings, assigns each to a coordinator, sends appointment reminders, chases no-shows, tracks treatment estimates and procedure decisions, and shows management the funnel by department and branch. A hospital information system (HIS) or EMR holds clinical records; a CRM focuses on turning enquiries into appointments and treatment. Erino is an AI CRM with automatic tasks at every stage, a 48-hour stuck-enquiry flag and AI call scoring.

  • Enquiry capture
  • Instant routing
  • Appointment reminders
  • No-show follow-up
  • Estimate tracking
  • Call recording + AI scoring
Built for the people who fill the appointment book

We know the question you ask at every marketing review.

Owners, business heads and patient coordinators lose patients in different places. Pick your seat and see what changes on day one.

We spend on Google, Meta and Practo every month. How many of those callers did we actually convert into appointments?

  • !Marketing spend you can't trace to appointments. Platforms report enquiries, the front desk reports bookings, and nobody can show the gap.
  • !Call-centre staff leave, patients leave with them. Enquiry history sits on personal phones.
  • !You can't see what happened to missed calls. Nobody counts the ones that never got a callback.

With Erino: one live view of enquiries, appointments, OPD visits and treatment decisions by source, department and branch, with every conversation owned by the hospital.

Get the administrator's view of my funnel →

Where hospitals lose patients

The 8 leaks in every patient-enquiry desk that never make the management report.

Your coordinators aren't careless. The system around them leaks. Hover or tap a card to see how Erino plugs it.

01

The missed call that never got a callback

Patients ring two or three hospitals. The first to answer or call back usually gets the booking.

Booking lost to a faster answer
Erino fixRouted in seconds, WhatsApp in secondsCalls and messages are assigned by department, branch and language the moment they land, with slots sent automatically.
02

The WhatsApp enquiry left on read

"Dr Rao available tomorrow?" sits in a shared inbox until the evening.

Enquiry goes cold
Erino fixOne inbox, one ownerWhatsApp enquiries become assigned tasks with a response-by time, and unanswered ones are flagged.
03

The booked appointment that never turned up

Slots go empty because nobody reminded the patient or called to reschedule.

Empty OPD slots
Erino fixReminder + no-show follow-upReminders go out automatically. A no-show creates a reschedule call with an owner.
04

The treatment estimate shared, then silence

The patient left with an estimate. The follow-up call depends on memory.

Treatment decisions lost
Erino fixEstimate as its own stage + 48-hour flagEvery shared estimate creates a follow-up task, and idle ones are flagged at 48 hours.
05

Insurance or pre-authorisation waiting

The patient is ready but the insurer or TPA response is pending and nobody updates them.

Admission delayed or lost
Erino fixInsurance status as a custom stagePre-authorisation can be tracked as a stage with an owner and due date, so patients get timely updates.
06

Health camp leads nobody followed

A camp collects 300 names on paper. Half never get a call.

Camp spend wasted
Erino fixCamp leads captured and assignedCamp attendees are captured digitally, assigned and followed up with an offer to book.
07

The coordinator who left with her phone

Her patient chats and pending follow-ups go with her.

Pipeline walks out
Erino fixEvery conversation on the hospital's recordCalls, WhatsApp and notes stay on the patient's timeline so a colleague continues without asking the patient to repeat.
08

Treated, then forgotten

No post-visit check-in, no review request, no recall for the next visit.

Reviews and repeat visits left on the table
Erino fixPost-visit tasks on scheduleFollow-up calls, review requests and recall reminders are created automatically after the visit.

Recognise three or more? See where each one happens on the patient's pathway ↓

The patient's pathway, enforced

Eight stops from enquiry to recall. Erino drives every one.

A patient moves from a search to a consult to a decision. Tap a stop to see where facilities usually lose them, and what Erino does about it.

Stop 01 / 08

Enquiry

Metric you'll watch: first response time

Where patients dropCalls go unanswered at peak hours and WhatsApp waits in a shared inbox.
What Erino doesAssigns the enquiry in seconds by department, branch and language, and sends doctor profiles and slots on WhatsApp.

Seen where patients go elsewhere? Let's find yours.

Free 30-minute patient enquiry leakage audit. We map where your enquiries slip, stage by stage.

Map my leaks →
Free, 30 minutesNo obligationData hosted in India
A Monday morning at the patient desk

Same calls. Same coordinators. A very different Monday.

Monday mornings are when weekend calls, WhatsApps and ad enquiries all land at once. Flip the switch to see one without and with Erino.

  1. 74 enquiries since Saturday nightThey sit across the call log, WhatsApp and ad exports while the desk takes the first calls.
    All 74 already assignedRouted by department and branch, each with a WhatsApp sent and a call-by time.
  2. 11 missed calls from the morning rushThe log gets checked at lunch, if at all.
    Callbacks queued instantlyEach missed call became a callback task within a minute, with the caller's history in view.
  3. 19 appointments tomorrow, unconfirmedThe desk calls a few, hopes for the rest.
    Reminders already sentPatients confirmed or rescheduled by WhatsApp, and only the silent ones need a call.
  4. A treatment estimate shared ThursdayThe patient hasn't called back and nobody has called them.
    Flagged at 48 hoursThe coordinator called on Saturday, answered the fee question, and the procedure is scheduled.
  5. "What did the Google campaign bring?"The marketing head merges three spreadsheets by hand.
    The numbers are already thereEnquiries, appointments, visits and treatment decisions by source and department, live.
  6. A patient messages at nightNobody sees it until Monday. Another hospital replies first.
    A patient messages at nightAssigned instantly, slots on WhatsApp in seconds, first in Divya's callback queue on Monday.
No-shows not rescheduled14
Enquiries waiting over 1 hour74
Hours spent on reports3
How Erino stops leakage

Five mechanisms. No family left to memory.

Each one closes a specific leak. Together they make follow-up discipline the default in your patient desk, not a daily reminder from the head.

Instant, rule-based enquiry routing

Every enquiry is assigned the second it lands, by your rules: department, doctor, branch, language or round-robin. Weekend and night enquiries included.

Incoming · 21:40Google Business ProfileKnee pain · orthopaedic consult · Hindi
Department: OrthopaedicsBranch: KoramangalaNext in rotation
Assigned in 1 secDivya R.WhatsApp sent · call back Mon 09:00

Appointment and no-show follow-through

Booking sends a reminder. A no-show creates a reschedule call with the patient's history in view, and a completed visit creates the follow-up task. Nothing depends on memory.

Appointment missed
Mr. Kulkarni · OrthopaedicsAppointment · Mon 10:30
→
Reschedule call due
Mr. Kulkarni · OrthopaedicsNo-show · asked to reschedule earlier
✅ Task created: Call to reschedule + share new slots · due today 14:00 · owner Divya

Stuck-patient flag at 48 hours

If a patient sits on a treatment estimate, an insurance query or a pending report with no activity for 48 hours, Erino flags it to the coordinator and the department head.

Mrs. Iyer · Knee replacementEstimate shared12h idle
Mr. Shah · Dental implantsSlots offered21h idle
Ms. Fernandes · IVF consultPre-auth query pending⚑ 52h · flagged
Mr. Rao · Cardiac checkReport pending15h idle

WhatsApp, calls and email in one place

Every touchpoint lands on the patient's timeline, so any coordinator can continue the conversation and nothing leaves when a person does.

📝Google profile · "Is Dr. Rao available this week?"Sat 21:40
WhatsApp · Doctor profile + slots sentSat 21:40
📞Call · 4m · recorded · intent highMon 09:05
✉️Email · Appointment confirmation + directionsMon 09:30
WhatsApp · "Can we shift to Tuesday evening?"Mon 19:12

AI call intelligence

Every call is recorded, transcribed and analysed for sentiment, booking intent and objections, so you coach on real moments and see which objections cost you patients.

Patient: I'd like to see Dr. Rao, but the consultation fee is higher than the other hospital.

Coordinator: I can share what the fee includes, and a free follow-up within 7 days. Shall I hold a slot for Tuesday evening?

Patient: Okay. And do you take my insurance for the procedure?

Booking intentHigh
Objection: consult feeObjection: insuranceSentiment: positiveNext step: appointment
Patient enquiry leakage calculator

How much revenue is slipping out of your patient desk every month?

Move the sliders to match your facility. Use the average value of a booked patient, including follow-ups and procedures.

600
Calls, WhatsApp, website, ads and listings
25%
Missed calls, late replies, no reschedule after a no-show
30%
Your usual conversion on enquiries that are worked properly
₹6,000
Consultation, tests and treatment value over the episode
Estimated patient revenue leaking
₹2,70,000
every month · ₹32,40,000 a year
Enquiries slipping / month150
Patients lost / month45

Each orange unit is one patient who booked elsewhere.

Show me where my patients slip →

Free audit call · we map your leakage stage by stage

Formula: enquiries × slip rate × conversion × revenue per patient. Example: 600 enquiries, 25% slipping, 30% conversion and ₹6,000 revenue per patient = 45 patients and ₹2,70,000 a month. For response-time impact, try the lead response time calculator.

60-second patient-desk check

How leak-proof is your patient desk?

Switch on everything that's true for your facility today. Be honest; the needle only moves for what actually happens.

Leak-proof score
0/7Leaking heavily

Most teams we audit start here. Each switch you can't turn on is a place where patients slip away.

Fix the leaks I can't switch on →
Every kind of facility

Your care pathway, not a generic sales template.

A dental patient books in a day. A surgery decision takes weeks. Erino is set up around how your patients actually decide.

🏥

Multi-speciality hospitals

Many departments and doctors, high call volume, TPA and insurance steps and procedure decisions.

Enquiry→Appointment→OPD→Estimate→Admission
See this pipeline in Erino →
🩺

Clinics & polyclinics

Walk-ins, repeat visits and a call desk that doubles as the front desk.

Enquiry→Booking→Visit→Follow-up→Recall
See this pipeline in Erino →
🦷

Dental, dermatology & cosmetic

Consult-to-treatment plans, package pricing and a long consideration window.

Enquiry→Consult→Plan→Package→Treatment
See this pipeline in Erino →
👶

Fertility & IVF centres

Sensitive, high-value decisions, repeat counselling and long cycles.

Enquiry→Counselling→Tests→Plan→Cycle start
See this pipeline in Erino →
🧪

Diagnostic centres & labs

Package bookings, home collection and corporate health checks.

Enquiry→Package→Slot→Collection→Report
See this pipeline in Erino →
🧘

Wellness & physiotherapy

Session packages, drop-offs mid-course and renewal calls.

Enquiry→Assessment→Package→Sessions→Renewal
See this pipeline in Erino →
Built around how you treat

Your departments. Your doctors. Your branches. Set up for you.

Every facility runs its patient desk differently. Erino is customised to your process, not the other way round, and your account manager sets it up with you. If your coordinators can use WhatsApp, they can use Erino.

Departments & doctorsEnquiry formsPipelinesStagesInsurance & estimate statusesLost reasonsAutomationsSLAsBranches & rolesDashboardsKPIs

See it set up for my facility →

Erino vs what you use today

Your HIS runs the hospital. Erino fills the appointment book.

Most facilities run enquiries on a hospital information system's front desk module, a generic CRM, or call logs and WhatsApp. Here's where the difference shows up at the patient desk.

What the patient desk needsErinoHIS / EMR front deskGeneric CRMs
(e.g. Zoho, Salesforce)
Call logs + WhatsApp + sheets
Built for✓Converting enquiries into patients~Clinical and billing records~Generic deal pipelines~Keeping a list
Instant routing by department✓In seconds, 24×7~Varies by module~Needs workflow configuration✕Manual, next morning
No-show and appointment follow-up✓Reminders + auto reschedule task~Appointment records only~Possible with configuration✕Depends on memory
WhatsApp + calls on one timeline✓With Indian WhatsApp & telephony providers~Rarely~Via marketplace add-ons✕On personal phones
AI call intelligence✓Transcription, sentiment, intent, objections~Rarely~Usually higher tiers or add-ons✕None
Estimate and insurance stage tracking✓Custom stages with owners and due dates~Billing-side only~Possible with setup✕Spreadsheets
Coordinator adoption✓WhatsApp-simple; 100% team adoption~Built for clinical and billing users~Feature-heavy for the front desk~Familiar, but invisible to management
Setup & support✓Live in as little as 2 weeks, with a dedicated account manager~Vendor-led rollout~Often weeks with a partner~None needed, none given
See Erino on my process →
Keeps doing its jobYour HIS / EMRClinical records, billing and the lab stay where they are.
Runs the patient desk before the registrationErinoEnquiries, appointments, follow-ups, estimates and the calls that fill the book.

Comparison reflects typical setups as of 2026; features vary by vendor, plan and edition. More: Zoho CRM alternatives · Salesforce alternatives · TeleCRM alternatives

Plugs into your stack

Every enquiry source in. Every conversation tracked.

Connect the ad platforms, listings, forms, WhatsApp providers, telephony and payment tools your patient desk already uses.

Enquiry sources

Meta Lead Ads Facebook · Instagram
Google Ads Lead forms
Google Business Profile & listings Webhook · Zapier · Pabbly
Website & landing pages Contact Form 7 · Forminator
Camps & automation Zapier · Pabbly

Conversations & payments

WhatsApp AiSensy · Gupshup
Cloud telephony Exotel · Knowlarity
IVR & dialers Ozonetel · Smartflo
Consult & package payments Razorpay · PayU
Appointment booking Calendly

Using something else? Ask us on the audit call. Integrations are set up during onboarding.

From sales teams using Erino

"Our previous CRM recorded everything but enforced nothing."

Founders and sales heads on what changed once follow-ups stopped depending on memory.

★★★★★

“We were getting 250+ leads a day. I had no idea which ones were actually followed up. Within 2 weeks of using Erino, I could see ownership, next steps, and overdue follow-ups in seconds. That clarity alone paid for the system.”

Swapnil M.Founder, CodeFobe

★★★★★

“Our previous CRM recorded everything but enforced nothing. Tasks were there, but discipline wasn't. Erino changed that.”

ShekharSales Head, Technical GuftguRead the case study →

★★★★★

“Earlier, two SDRs would call the same lead or worse, no one would call it. Now ownership is visible and fixed. That chaos stopped completely.”

Gaurav S.Founder, AG Solutions

★★★★★

“We were losing hot leads in the first 12 hours. It wasn't effort, it was coordination. The structure fixed it.”

Sagar S.Founder, Dhee Coding LabRead the case study →

★★★★★

“We assign leads daily, but I had zero visibility after that. I used to keep asking for reports. With Erino, I can see follow-ups in seconds.”

Sandeep Y.Head of Sales, ArivihanRead the case study →
Erino Genuine Care

We don't sell you a CRM and leave. We stay.

Every Erino account comes with a dedicated team that builds your CRM, changes it as your facility grows and trains every new joiner. A partner after the sale, not a ticket number.

✓ Included with every Erino account
  • A named account manager

    One person who knows your facility, on WhatsApp and calls.

    Most CRMs: A ticket queue
  • Setup changes, included

    New stage, field, automation or report? Ask, and we build it.

    Most CRMs: Paid change requests
  • Every new joiner trained

    New coordinators trained as often as needed, not only at launch.

    Most CRMs: Trained once
  • Adoption reviews

    We review usage with you and fix whatever isn't sticking.

    Most CRMs: Usage nobody checks
  • Ready before every health-camp season

    Routing, reports and automations tuned before your busiest weeks.

    Most CRMs: You're on your own
  • Your requests on our roadmap

    Feature requests assessed for impact on your business and prioritised.

    Most CRMs: Lost in a backlog

Meet your account manager on a free call →

AN
Ananya · Your Erino account managerOnline · replies same business day
We run a diabetes camp next week. Can we add a "Camp attendee" source and a no-show report by department?
On it. I'll add the source, a "Booked elsewhere" lost reason and a department-wise no-show report.
✓ Source added · Lost reason live · Report shared with 3 department heads
Also, 2 new coordinators join on Monday.
Training booked for Monday 11 AM. I'll review their first week's calls with you on Friday.

Illustration of a typical Genuine Care conversation

Live in as little as 2 weeksCare doesn't end at go-live
How we protect your data →
Day 1Map your processDepartments, branches, stages and where patients slip today.
Weeks 1–2Configure, connect, go livePipelines, reminder and estimate steps, enquiry sources, WhatsApp and telephony. Team trained hands-on.
Month 1Adoption reviewUsage checked, gaps fixed together.
Every monthChanges & trainingNew stages, reports and coordinators, handled.
Before every health-camp seasonReadiness checkTuned for your busiest weeks.
Healthcare CRM FAQs

Questions hospital and clinic leaders ask us

Didn't find yours? Ask it on a free audit call, or WhatsApp us.

What is the best CRM for hospitals and clinics in India?

The best CRM for a hospital or clinic is one built around the patient-enquiry journey rather than generic B2B deals. Look for instant enquiry routing by department and branch, appointment reminders, no-show follow-up, treatment-estimate tracking, WhatsApp and calls on one timeline, and call recording with AI analysis.

Erino is built for exactly this: an AI CRM with automatic tasks at every stage, a 48-hour stuck-enquiry flag and AI call intelligence. Sales teams using Erino report 100% team adoption, and facilities can go live in as little as 2 weeks.

What is the difference between a HIS and a patient enquiry CRM?

A hospital information system (HIS) or EMR holds clinical records, billing and lab data. A patient enquiry CRM runs the desk before registration: capturing enquiries, assigning coordinators, sending reminders, chasing no-shows and tracking estimates and treatment decisions. Erino works alongside your HIS rather than replacing it.

How does a CRM handle missed calls and WhatsApp enquiries?

A CRM turns every missed call and WhatsApp message into an assigned task with a response-by time, instead of leaving them in a call log or shared inbox. In Erino this happens in seconds, 24×7, and the patient can receive doctor profiles and slots on WhatsApp straight away.

Can Erino send appointment reminders and chase no-shows?

Yes. Reminders can go out automatically on WhatsApp, and a no-show creates a reschedule task with an owner and a due time, so empty slots get a call instead of staying empty.

Can Erino track treatment estimates and procedure decisions?

Yes. Estimate shared, decision pending, pre-authorisation and procedure scheduled can be set up as stages in your pipeline. Each has an owner and a due date, and idle ones are flagged at 48 hours.

Can Erino track insurance and TPA pre-authorisation status?

Yes, as custom stages or statuses in your pipeline with an owner and due date, so the patient desk always knows where a case stands. Erino does not replace your billing or TPA system.

Does Erino work for dental, IVF, diagnostic and wellness centres?

Yes. Pipelines, stages, fields and lost reasons are configured to your facility, whether that's a package-based dental clinic, a long-cycle fertility centre, a diagnostic lab with home collection, or a multi-speciality hospital.

Can we manage multiple branches and departments in one CRM?

Yes. Erino gives branch-wise, department-wise, source-wise and coordinator-wise views of enquiries, appointments, no-shows and treatment decisions, so management can compare branches live.

Can Erino manage health camp and campaign leads?

Yes. Camp attendees and campaign leads can be captured digitally, assigned to coordinators and followed up with an offer to book, so camp spend turns into appointments.

Will our coordinators actually use the CRM?

Adoption is the most common reason CRMs fail. Erino is designed for the front desk: if your coordinators can use WhatsApp, they can use Erino. Tasks come to them automatically, and sales teams using Erino report 100% team adoption.

Does Erino work with WhatsApp and our calling system?

Yes. Erino connects with WhatsApp providers such as AiSensy and Gupshup and cloud telephony such as Exotel, Knowlarity, Ozonetel and Smartflo, so messages, calls and emails sit on one patient timeline. Calls can be recorded and analysed by AI for sentiment, booking intent and objections.

How long does it take to implement a patient enquiry CRM?

With Erino, facilities can go live in as little as 2 weeks. A dedicated account manager maps your process, configures your pipeline, connects your enquiry sources and trains your team.

Is patient data safe in Erino?

Erino's data is hosted in India and the platform is aligned with India's DPDP Act. Access is role-based, data is encrypted in transit and at rest, and access is scoped to your organisation. Erino is a patient-enquiry CRM and is not a clinical record system. Read more on the Erino Security & Trust page.

How much does a patient enquiry CRM cost?

Erino's pricing depends on your team size and the setup you need, and is shared after a free demo. See the Erino pricing page or book a free patient enquiry leakage audit to get a quote.

Free patient enquiry leakage audit

Find out how many patients booked elsewhere last month. In 30 minutes.

An Erino specialist reviews how enquiries move across your patient desk today and shows you, stage by stage, where patients slip. You keep the findings, whether or not you choose Erino.

  • Your response-time and no-show follow-up gaps, mapped
  • An estimate of patient revenue leaking each month
  • A pipeline built for your departments and stages
  • A live walkthrough of Erino with your process
Book my free audit
Free, 30 minutesNo obligationDPDP Act aligned