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Healthcare CRM

ACRMbuiltaroundthepatientjourney.

Every enquiry, call, appointment, and follow-up — on one patient record. Automate the admin so your team can spend the time on care, not chasing confirmations.

Built for Indian clinics WhatsApp Business API Works with your EHR
Chapter one

Journey

From the first enquiry through post-visit follow-up. Six stages, every handoff automated.

The patient journey

Automated end to end.

Every patient who reaches your clinic moves through the same six stages — enquiry, scheduling, reminders, visit, follow-up, recall. Teamian handles the handoffs so nothing falls between two people's inboxes.

Your front desk stops holding the whole process together manually.

01 – 02

Enquiry to booking

Enquiries land on a scored patient record, routed to the right person.

03 – 04

Reminders

Automated WhatsApp confirmations, logged back to the patient record.

05 – 06

Follow-up

Post-visit nudges and periodic recalls trigger themselves.

Reminders that cut no-shows

Show up on the channel patients actually read.

Automated WhatsApp reminders sent 24 hours and 2 hours before the appointment — patients confirm, reschedule, or park with one tap.

Every message is logged back to the patient record, so your front desk sees who confirmed without opening WhatsApp Web.

Chapter two

Platform

Six connected tools — the whole patient communication and scheduling layer, on one platform.

Six tools, one platform

No switching between a booking sheet, a call log, and three chat apps.

Everything your front desk and marketing team need — built for the way clinics actually operate in India.

Scroll to explore ↓
01 · Records

Patient CRM

Every enquiry, call transcript, WhatsApp thread, and appointment lives on one searchable patient record — searchable in plain English ("all diabetics due for a follow-up this month").

Unified inbox · calls, chats, forms
Patient record
Priya Sharma
Dermatology · Age 34 · Bengaluru
Last visit18 Jul 2026
Next visitThu, 10:30 AM
Threads12 messages
StatusActive
02 · Voice

AI Calling Agent

Answers inbound calls in Hindi, English, Tamil, Telugu, Kannada, and Marathi. Confirms and reschedules appointments, qualifies new enquiries, and hands off to your team when the request needs a person.

24/7 pickup · after-hours, weekends, holidays
Inbound · Priya Sharma
Speaking · Hindi
हिंदीEnglishதமிழ்తెలుగుಕನ್ನಡमराठी
03 · Messaging

WhatsApp for Patients

Confirmations, reminders, and answers to common questions — sent where patients already read every day. Uses the official WhatsApp Business API, so templates are approved and delivery is reliable.

Business API · templates in 6 languages
Hi Priya, appointment tomorrow at 10:30 AM.
Confirmed
Great — reply RESCHEDULE if anything changes.
Can I get a lab report resent?
Sent to your registered email just now.
04 · Web

Website Chatbot

Answers questions from site visitors — timings, procedures, pricing, doctor availability — and captures every unresolved enquiry as a scored lead on your patient CRM.

Trained on your clinic · doctors, procedures, FAQs
yourclinic.com
Online
Hi! I can help you book an appointment, check timings, or answer questions about our doctors. What are you looking for?
Popular: dermatology consultation · Hindi-speaking doctor · Sunday timings
Type your message…
05 · Calendar

Online Scheduling

Patients self-book into open slots — synced to Google Calendar or Outlook in real time. Staff can add or adjust manually from the same interface. Zero double-booking, zero back-and-forth.

Real-time sync · Google, Outlook, Apple
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06 · Analytics

Retention & no-shows

Visit volume, no-show rate, retention, and per-doctor performance — tracked over time. Export any view to CSV or connect to your existing BI stack. See where enquiries drop off, and fix it.

Live dashboards · CSV export, API access
Visits this month
1,180
↑ 24% vs last month
Last 7 days
Chapter three

Insights

See exactly where the clinic is winning — and where a broken handoff is costing you patients.

Analytics

See what's happening.

No-shows, retention, visit volume, per-doctor load, enquiry-to-appointment conversion — all tracked over time. Filter by department, doctor, or specialty in one click.

Export any view to CSV, or hit the API from your existing BI tools.

Visits
1,180
↑ 24% this month
Last 7 days
No-shows
3%
↓ 58% vs last qtr
Retention
92%
6-month rate
Why not a generic CRM

Built for a care journey, not a sales pipeline.

Sales CRMs organize around deal stages. Teamian organizes around visits and follow-ups — the way a clinic actually runs.

Generic sales CRM
Reminder timingSales cadence logic
TemplatesCold outreach
Record structureDeal stages
Pipeline languageLeads, opportunities
Teamian healthcare CRM
Reminder timingAppointment norms
TemplatesPatient communication
Record structureVisits & follow-ups
Pipeline languageEnquiries, appointments
Dermatology Dental & Ortho Fertility Multi-specialty Cosmetic Physiotherapy
FAQ

Frequently asked.

Everything most clinics ask before signing up. Missing something? Book a demo — we'll answer it live.

Does this work for small clinics too?+

Yes. A single-doctor clinic can run reminders and WhatsApp communication on it, and a multi-location hospital group can run separate pipelines per department on the same platform. Pricing scales with usage, not seats.

Can patients book directly, or does staff enter everything manually?+

Both. Patients self-book into open slots online, and staff can add or adjust appointments manually — either way, it syncs to the same calendar and patient record.

Does the AI calling agent replace our front desk?+

It works alongside your team — handling confirmations, rescheduling, and after-hours calls, and handing off to a person when the request needs one. Most clinics use it to cover peak hours and nights, not to replace staff.

How is this different from the EHR we already use?+

An EHR holds clinical records — diagnoses, prescriptions, lab reports. Teamian handles the communication and scheduling layer around it: enquiries, reminders, follow-ups, front-desk workflows. It sits alongside your existing EHR, not replacing it, and can push/pull appointment data via API.

Which WhatsApp API does it use?+

Official WhatsApp Business API through approved BSPs. Message templates are pre-approved and delivery is reliable — no risk of your business number being flagged.

What integrations are supported?+

Calendar (Google, Outlook, Apple), WhatsApp Business API, common EHRs via API, telephony via SIP, and payment gateways. Custom integrations are available for larger deployments — just ask.

How long does it take to go live?+

Most single-location clinics are live in 5–7 working days. Multi-location hospital groups usually take 3–4 weeks, depending on EHR integration scope.

Care patients remember.

Automate the admin. Spend the time on patients.

Book a demo
30-minute walkthrough with a real product person, not a scripted demo.