Multi-channel lead capture
Landing pages, Google, Facebook, call centre, HIS, QR code scans, manual entry and bulk upload — all flow into a single lead list with source tracking.
Business Generation
Hospital CRM software that turns enquiries into admissions
Capture every patient lead — from Google, Facebook, your call centre, QR codes and the HIS itself — then track it to an appointment, admission or lab booking without a single spreadsheet.
- lead sources in one inbox
- 8
- from HIS, no manual updates
- Auto-close
- messaging & bots built in
Why hospitals lose patients before they ever reach the OPD
A typical hospital receives enquiries through a dozen channels — ad campaigns, social media, health camps, walk-ins, phone calls and doctor referrals. Without a hospital CRM, these leads sit in call logs, WhatsApp chats and Excel sheets. Nobody knows which campaign produced an admission, follow-ups get missed, and the same patient is called by three different teams.
COPPERJAM Hospital CRM puts every enquiry in one place, assigns it to the right team — call centre, admission desk, digital, lab or branding — and keeps it moving with tasks and reminders. Because it is integrated with your Hospital Information System (HIS), appointments are booked in real HIS slots and leads close automatically when the patient is registered, admitted or billed.
| Source | Enquiry | Assigned | Status |
|---|---|---|---|
| Google Ads | Knee replacement | Call centre | Appointment booked |
| Health check-up | Digital team | Follow-up today | |
| QR camp | Cardiology OPD | Branding team | New |
| HIS referral | Admission — ortho | Admission desk | Admitted |
| Call centre | Lab — home sample | Lab team | Overdue |
Everything your patient-acquisition team needs
Call centre integration
Automatic call recording for quality and training, plus a screen pop-up with the patient profile the moment an agent picks up the call.
Real-time HIS booking
Book appointments in live HIS slots and create leads for admission, lab, investigation, pharmacy, vaccination and ambulance services.
Lead disposition
Track every lead from first contact to outcome with clear dispositions, so nothing is overlooked and every closure has a reason.
Current & future tasks
Agents see today’s tasks and scheduled follow-ups in separate panels — planning and workload balancing become simple.
Auto-close from HIS
Leads and tasks close automatically when the matching action is completed in the HIS, keeping CRM and HIS data consistent.
360° patient profile
Family members, full interaction timeline, leads, tasks, WhatsApp history and call recordings for each patient on one screen.
WhatsApp messaging & bots
Send reminders and updates from a common hospital WhatsApp number and build auto-reply bots for routine enquiries — directly from the CRM.
Campaigns, forms & QR codes
Generate CRM form links and QR codes for campaigns, health camps and print ads, and measure exactly how many leads each one brings.
Lead, business & user dashboards
See lead volumes, conversion and revenue KPIs, and individual agent productivity in real time.
From first enquiry to admission
- 1
Capture
Leads arrive from ads, forms, calls, QR scans or the HIS and are tagged with their source automatically.
- 2
Classify & assign
Each lead is classified — appointment, admission, lab, investigation — and routed to the responsible team.
- 3
Follow up
Agents work their task panels, call from the CRM with recording, and message patients on WhatsApp.
- 4
Convert & close
The booking happens in the HIS, and the CRM closes the lead automatically with the outcome recorded.
What changes for your team
No lead left behind
Every enquiry has an owner, a next task and a due date — missed follow-ups become visible immediately.
Know what marketing really earns
Source tracking all the way to admission shows which campaigns and camps produce revenue, not just clicks.
Less manual work
HIS integration books real slots and auto-closes leads, removing double entry for your call centre.
Better patient experience
Agents see the full history before they speak, and patients get timely WhatsApp reminders.
Integrates with
- Your HIS
- Google Ads & lead forms
- Facebook lead ads
- Call centre / IVR
- WhatsApp Business
- Landing pages
- QR codes
- Excel bulk upload
Frequently asked questions
What is a hospital CRM?
A hospital CRM (Customer Relationship Management system) manages patient enquiries, referrals and follow-ups. It captures leads from every marketing and contact channel, assigns them to teams, tracks tasks and measures how many enquiries convert into appointments and admissions.
Does the CRM replace our HIS?
No. The HIS runs clinical and billing operations; the CRM manages patient acquisition and engagement. COPPERJAM CRM integrates with your HIS to book real appointment slots and to close leads automatically when the patient is registered or admitted.
Which lead sources can it capture?
Landing pages, Google, Facebook, call centre calls, HIS referrals, QR code scans, manual entry and Excel bulk upload. Each lead keeps its source so you can measure campaign performance.
Can we send WhatsApp messages to patients?
Yes. Teams can send reminders, notifications and updates from a common hospital WhatsApp number, and you can create automated WhatsApp bots for routine enquiries directly from the CRM.
Is call recording supported?
Yes. Calls handled through the integrated call centre are recorded automatically and linked to the patient profile for quality assurance, training and compliance.
How long does implementation take?
Most hospitals go live in a few weeks, depending on HIS integration and the number of lead sources. We configure teams, dispositions and dashboards to match your existing workflow.
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Learn moreSee it working with your own data
Book a 30-minute demo. We will map the product to your workflow and show you what goes live in the first month.