CRM for healthcare

A clinic CRM from enquiry to patient.

Treatment enquiries from ads, your website and WhatsApp arrive in seconds. Appointments, consultations and treatment plans followed up - so enquiries become patients.

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Free plan with every feature
Unlimited people
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01 - Sound familiar?

Where the leads go missing today.

For clinics, hospitals, wellness centres and their marketing agencies.

Enquiries from ads wait until the front desk has a free moment.
A consultation happens and the treatment plan is never followed up.
Nobody can say how many enquiries became patients last month.
The marketing agency reports clicks, not patients.

02 - Your pipeline

Enquiry to Patient, in your words.

Every lead asks "Concern / treatment" - and moves through stages named the way your team already talks.

01
Your lead
Enquiry
The enquiry arrives - the concern or treatment they want help with captured.
02
Your team
Contacted
The call or WhatsApp reply logged, with the next step.
03
Your team
Appointment booked
Appointment booked.
04
Your team
Consulted
Consulted - notes from the consultation on the lead.
05
Your team
Treatment plan
Treatment plan shared and discussed.
06
Your team
Patient
A patient - the treatment value counts in the forecast.
07
Your team
Not proceeding
Not proceeding - with the reason.

03 - Where leads come from

Leads arrive by themselves, in seconds.

Lead sources

Facebook and Instagram lead ads per treatment
Your website enquiry form or chat
WhatsApp links on your Google profile and posters
Booking and landing tools via webhook

Follow-up that cannot slip

The next step on every touch sets the reminder
Overdue, Due today, No follow-up and Gone quiet
Automatic WhatsApp follow-ups when a lead goes quiet
Duplicates merged by email and phone; bot junk dropped

If you are the agency

A CRM per clinic you run ads for
Ad forms routed to the right clinic
The clinic sees its enquiries in its portal
Report patients, not clicks

Why WorkTogethr

One workspace instead of the usual agency stack.

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr

Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists

Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project

Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off

Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM

WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal

Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page

Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded

Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows

Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews

Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out

Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.

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