Use Case

Turn Healthcare Enquiries Into Confirmed Appointments

Stay on top of every inquiry status, whether for a health check-up, follow-up call, or a confirmed appointment by setting up multiple campaigns in your dashboard to manage roadshows, vaccination drives, health screenings, consultations, and more, all in one place.

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A doctor doing a medical check up on the female toddler.

Why Do New Inquiries Drop Off Before Converting?

No Clear Ownership of Leads

When multiple staff handle inquiries without defined assignments, leads get passed around or ignored, causing confusion and missed opportunities.

Delays in First Contact

When a prospect submits a health inquiry but doesn’t hear back quickly, they may lose interest or book elsewhere, especially for time-sensitive treatments or check-ups.

No System to Manage Leads from Multiple Channels

Without proper tracking and reporting tools, it’s hard to know which agents or campaigns deliver results. This lack of insights limits the decision-making process and strategic planning.

How Leaf CRM Simplifies Health Campaigns?

Lead being auto-assigned to the salesperson using Leaf CRM

Auto-Assign Leads Based on Service Type

Set separate campaigns for each medical service, such as dental, fertility, or aesthetic services, to route leads to the right team or consultant automatically.
Tracking lead's appointment in healthcare industry using Leaf CRM

Track Lead's Appointment Status with Ease

Monitor follow-ups, confirmations, cancellations, and no-shows within each lead’s timeline to respond and send reminders on time.
Centralised Dashboard For Enquiries

Centralised Dashboard for All Enquiries

Auto-consolidate leads from every channel, such as digital ads, WhatsApp and phone calls, and physical events across multiple campaigns in a simplified, user-friendly dashboard.

Manage Health Campaigns On-The-Go

View leads, assign tasks, follow up instantly, and track progress from your phone on the go!
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See how our clients close more sales with Leaf CRM

Tabung Haji Travel & Services Sdn Bhd logo.

“We can finally see every lead’s progress clearly. Our sales agents follow up faster, missed leads have dropped, and we can finally reduce all our manual tasks.”

Zana Yahya

Business Development Manager

100%

Leads captured and followed up

30 sec

on average time taken to contact new leads

Full Visibility

on salesperson and campaign performance

Universiti Malaya-Wales logo to represent them as one of the clients in Leaf CRM.

“I no longer have to worry about missing any leads because everything is tracked properly in Leaf CRM. Our consultants finds it easier to check and contact leads using Leaf CRM.”

Amber

Senior Manager of Marketing, Recruitment, and Communication

< 1 hour

Lead follow up rate decreased from days to hours

100%

Lead captured from ads

18.2s

Average minimum time taken to contact new leads

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