ERIX CRMNewUse case
ERIX for clinics and healthcare practices
Patients ask on WhatsApp, book from a link and expect a reminder. ERIX handles the routine and leaves anything medical to your team.
Sharma Realty
Book a site visit
30 minutes · at the project site
Times in India Standard Time
Booked: Sat 31 Oct, 11:30 am IST.We'll send a WhatsApp reminder before your visit.
Appointments · Upcoming
Meera Iyer
Site visit · Fri 30 Oct, 10:00 am
Rohan Mehta Confirmed
Site visit · Sat 31 Oct, 11:30 am
On your Google Calendar
Enquiries with consent recorded
Every lead form has a consent box patients must tick, with a link to your privacy policy. A second, optional box, Send me offers and updates, is never ticked for them. Wrong phone numbers are stopped at the form, so your front desk isn't chasing junk.
Appointments the front desk doesn't juggle
Set your hours, appointment length and the gap between patients. Each appointment type has its own length and place: in person, a phone call or Google Meet. A patient booking from Dubai sees your times clearly labelled in India Standard Time. Two people can never take the same slot, and you can confirm each booking yourself or let them confirm automatically.
Reminders that go out on time
Switch on the Appointment Reminders template and patients get WhatsApp reminders 1 hour and 15 minutes before the appointment. If someone books inside a reminder's window, the early reminder is skipped and the later one still goes on time. Add a WhatsApp step at the start for a confirmation right after booking.
Medical questions go to a person
If you turn on AI replies, it answers everyday questions such as timings, fees and location from the information you give it. Medical questions and symptoms are on the list of topics that always go to a person, switched on from the start, along with refunds and complaints. The chat moves to Needs you with the conversation attached, and the patient is told someone will reply.
Questions
More on ERIX CRM
- FeatureContacts and pipeline for Indian SMBsEvery enquiry on one board, so you always know who is new, who has visited and who is ready to pay, without a notebook or an Excel sheet.
- FeatureAutomations on your CRMAutomations that react to your pipeline live in ERIX Flow. They start when something happens in your CRM and act on the same contact.
- Use caseERIX for real estate agents and buildersBuilt for how property is sold in India: enquiries at night, site visits at the weekend, follow-ups on WhatsApp and a token amount at the end.
- Use caseERIX for coaching institutesParents enquire at night and decide over a week. ERIX answers the routine questions, books the counselling session and keeps the follow-up going.