Hospital CRM software: Yuktii Clinov's hospital CRM brings every enquiry into one work list, from Facebook and Instagram ads, website forms, calls and walk-ins. Your team calls, follows up and books the visit, and you can see what each ad cost and the money its patients brought in. It is part of the hospital and clinic ERP on the Enterprise plan.
Enterprise plan · Every specialty · White-label · Perpetual licence option · 24/7 support
Yuktii Clinic
Clinical workspace
Wednesday, 28 August 2026
See what’s happening in your clinic today
The key numbers your front desk and clinical team need right now.
Today collections
₹42.3K
12% vs yesterday
Outstanding
₹18.9K
No overdue invoices
Appointments
18
6 completed
Checked in today
4/ 18
Clinic flow on time
Ongoing treatments
7
Treatments in progress
Recalls due
9
Due within 7 days
New vs returning
Recall list: 9 patients due this week
August 2026
The real Yuktii dashboard — interactive, canned data. Try tapping an appointment.
The problem, and how Yuktii solves it
The problem
A form is filled at 9 pm and nobody calls until it is too late.
How Yuktii solves it
The lead goes to the next person in turn, and an alert shows if nobody has called within your set time.
The problem
Spend is on one screen and patients are on another.
How Yuktii solves it
Each campaign shows what it cost and the bills of the patients it brought in, and nothing else.
The problem
There is no record of who was called, or what was said.
How Yuktii solves it
Click to call, pop-ups for incoming calls, recordings, and missed calls that become call-back tasks.
What it does
Facebook and Instagram lead forms arrive by themselves
Website forms, with campaign tags passed on
Walk-in and phone enquiries added by hand
To-do list of calls and follow-ups due
Stages you can rename, with extra steps of your own
Leads shared by turn or to one person
Repeat numbers join the open lead
Alert when a lead has not been called in time
WhatsApp thank-you to new enquiries
Click to call, pop-ups and call recordings
Missed calls become call-back tasks
Ad spend read automatically from Meta
Team performance per staff member
Staff incentive added to the payslip
How it works
The To do list shows who has not been called and which follow-ups are due. All leads and Pipeline show everyone by stage: new, called, interested, visit booked, came in and became a patient. Book the visit from the lead, and use Make patient when they become one, so nothing is typed twice.
Connect your Meta lead forms and each lead arrives within moments, named by its campaign. Match each form question to a field, and anything left over is kept in the lead's note. A test lead lets you check the connection before you switch it on.
Build a form with the questions you want, then share the ready-made page or paste the form code into your website. Each answer becomes a lead, and pages with utm_source and utm_campaign tags pass them on.
Connect a cloud telephony provider so that every call is logged on the lead or patient. Staff click to call, incoming calls pop up for the team, and a missed call becomes a call-back task. Recordings are copied to your clinic's own storage, only staff with CRM access can listen, and you choose how long they are kept. We test the first calls with you and your phone company before your staff rely on it.
Ad spend from Meta can be read automatically, and Google, newspaper or flyer costs are typed in for the month. Spend is saved as a marketing expense, so your profit figure is honest. Money is counted only from the bills of the patient that lead became, from the day the lead came in.
See calls made, follow-ups overdue, visits booked, new patients and money collected for each staff member. Set an amount or a percentage per patient they bring, and payroll adds it to the payslip.
Logging enquiries, follow-ups, recalls and WhatsApp messages are part of Yuktii's standard clinic CRM. Lead capture from ads and forms, the phone system, ad results and team performance are part of the Enterprise ERP.
For every specialty
The workflow is the same; the examination, charting and templates change by specialty.
Software that tracks everyone who has asked about your hospital or clinic until they become a patient, and keeps following up after that.
Yes, through Meta lead forms. Your marketing agency usually has the Meta app and Page access needed to connect them.
Cloud telephony providers that can place calls through an API or send call events to a link the app gives you. Tell us your provider and we will confirm the setup.
Usually yes, by asking your phone company to forward it to the number your telephony provider gives you.
Only staff with CRM access can listen, and every listen is logged. Recordings are personal data, so tell callers the call may be recorded.
Only the bills of the patient that lead became, from the day the lead came in. Other clinic sales are never counted against an ad.
The Enterprise plan, as part of the hospital and clinic ERP.
What teams want from it
See the hospital & clinic ERP on your own workflow, and get an Enterprise quote.
Enterprise plan · Every specialty · White-label · Perpetual licence with annual maintenance · 24/7 support
