Diagnostic centres · CRM
Record the enquiry and the referring doctor, and leave the reports in the lab system.
A CRM for a diagnostic centre is the record of enquiries, bookings, referring doctors and corporate accounts, kept apart from the laboratory and radiology systems that hold results. GullySales sets up what to record and who records it, so departments share one view of each enquiry without sharing clinical data.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
What CRM means
A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.
Last updated 6 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.
For diagnostic centres
Where it usually goes wrong, and what we would do.
“The lab system is treated as the CRM”
The laboratory information system starts when a sample is registered. It knows nothing about the caller who asked about an MRI and went elsewhere, and that caller is where the lost bookings sit.
“Each department keeps its own register”
Pathology has a notebook, imaging has a spreadsheet and the check-up desk uses WhatsApp. A family that asks about a package and a scan appears three times, or not at all.
“Corporate accounts live in one person's inbox”
Camp quotes, rate agreements and HR contacts sit with whoever closed them. When that person leaves, the renewal leaves too.
What we do
What we deliver for diagnostic centres.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
An enquiry record shared by all departments
Name, number, test or package asked about, source and outcome, entered by whichever desk took the call.
Result: A family asking about a package and a scan is one record.
Referring doctor as a fixed field
The doctor's name picked from a list rather than typed freely, so referrals can be counted by doctor and speciality.
Result: You can see who sends imaging and who sends pathology.
Corporate and TPA accounts with a named owner
Each company, insurer and TPA with its rate agreement, contacts, renewal date and the person responsible.
Result: A renewal is not lost when someone resigns.
Stages that match the centre's steps
Enquiry, booked, sample collected or scanned, report delivered, and lost with a reason.
Result: The record shows where enquiries stop.
A privacy line between the CRM and results
What may be recorded, what stays in the lab and radiology systems, and who can see what, agreed with your adviser before anything is set up.
Result: No test result ever sits in a sales record.
How the result is measured
- Enquiries logged in the CRM
- Data completeness
- Reports generated from CRM data
Recorded as a baseline before work starts, so every later report has an honest comparison.
What to record, and when
What a diagnostic centre should record about every enquiry, and whether it needs software yet.
- Test, scan or package asked about
- Pick from a fixed list on the first call, such as MRI knee, thyroid profile or senior citizen package. Free text makes it impossible to count which studies people want.
- Source and referring doctor
- Record Google, Maps, doctor, corporate, camp, WhatsApp or family, and the doctor's name where there is a prescription. This field shows where the money should go.
- Outcome and the reason for a loss
- Mark whether the enquiry was booked, done, reported or lost. For a loss, add the reason in a word: price, distance, insurer, slot or the doctor's choice.
- Insurer, TPA or employer paying
- Note the payer before the visit, so the desk knows whether a cashless or corporate rate applies and what the patient must bring.
- What never goes in
- No results, diagnoses, report PDFs or images. Those stay in the lab and radiology systems with their own access controls and their own retention rules.
- Do you need software yet?
- A single centre can start with a shared sheet and one owner. Several branches, home collection routes and corporate accounts need a proper CRM linked to billing, chosen with your IT person.
Who it is for
This is written for these diagnostic centres.
- Standalone diagnostic centres with pathology and imaging
- Diagnostic centres inside or beside a hospital
- Multi-branch diagnostic chains
- Diagnostic centres that run corporate camps
- Centres with a strong health check-up business
- Centres serving senior citizens and families
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the work runs for diagnostic centres
- 1
Listen to how a patient moves between departments
The free audit call traces where enquiries come from, who answers them and what a single-test caller hears about everything else.
- 2
Join the departments at the front door
One enquiry route, one sheet and a log that shows which package or test was asked about.
- 3
Make the packages findable
A page for each package, a Business Profile that shows the range and reviews asked for after a smooth visit.
- 4
Reach clinics and corporates with one offer
A sheet for referrers and a single proposal for corporates.
- 5
Report on packages, not activity
A report on enquiries, packages sold and returning patients, against the baseline taken before anything changed.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Nanda Arthritis and Rheumatology Center
- Situation
- There was no website, so a patient looking for a rheumatologist had no way to learn about the centre. Enquiries were few, and the ones that arrived came by word of mouth.
- What we did
- A website for patients
- Search work
- Google Business and reviews
- Lead capture and advertising
- Result
- No numbers were recorded for this engagement. The work is described in full in the case study.
Also worked with
Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can our lab software vendor add a CRM module instead?
Our desk staff never fill in the source field. How do we fix that?
How do we bring WhatsApp enquiries into the record?
Who owns the patient data if we change software?
Why not market each department on its own?
Can we discount packages?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
From the blog
Further reading for diagnostic centres.
- 5 min read · 6 Oct 2026How diagnostic centres quote a corporate health campA corporate health camp is won in the quote and the chasing after it, not the first call. This post covers what to ask, what goes on the one page, and who follows up.
- 5 min read · 6 Oct 2026Why brokers stop showing your building to tenantsA broker shortlists the building whose availability, rent and terms are current and easy to forward. Here is what makes a commercial landlord drop off a broker's list, and how to stay on it.
- 6 min read · 6 Oct 2026How plot developers stop selling one plot twiceA plot offered to two families in the same weekend costs a developer trust and a sale. This post sets out a single plot register, a hold rule and a token routine that prevent it.
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Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.