Medical tourism facilitators · CRM
Keep every patient file, report and opinion in one record the whole team can open.
A CRM for a medical tourism facilitator is the single record of each patient, agent and hospital: which reports arrived, which opinion is pending, which visa step is open. GullySales sets up the fields and stages in a tool your team will actually use, and does not choose software for its own sake.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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.
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Sales and marketing for medical tourism facilitators, the overview.
Last updated 18 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 medical tourism facilitators
Where it usually goes wrong, and what we would do.
“A patient file lives across chats, mail and a phone”
Reports on WhatsApp, estimates in mail and notes in a notebook mean nobody can say where a patient stands. A CRM puts country, treatment, hospital, stage and next step in one row, so any team member can answer.
“The opinion wait is the stage that loses patients”
Between 'reports sent' and 'opinion received' the patient can move to another facilitator. A stage with an owner and a chase note turns that wait from a silence into a managed step.
“Agents need a record as well as patients”
Each overseas agent should carry a record of the patients sent, the stage each reached and what is agreed. Without it, a commission discussion rests on memory and the relationship suffers.
“Patient data needs care”
Reports are health information. Decide who can see which file, store consent and keep the data in a tool you control. Rules differ by country, so check with your own adviser before choosing where it lives.
What we do
What we deliver for medical tourism facilitators.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Stages from enquiry to follow-up
A stage list that matches your real journey: reports awaited, with hospital, estimate sent, accepted, invitation letter, arrived, treated, back home.
Result: Every patient sits in exactly one stage.
Fields for country, treatment, hospital and agent
The fields your team fills in, kept few, with the source of every enquiry.
Result: You can filter by country, treatment or agent in a minute.
Pending-opinion view
A list of patients waiting for a hospital opinion, with the date sent and the person chasing.
Result: No waiting patient is forgotten.
Agent records and referral log
Each agent's patients, stage and agreed terms in one place.
Result: A commission conversation starts from the record.
Access and consent rules
Who may open which file, and where each patient's consent is stored.
Result: The team knows what it may share and with whom.
Hand-off from WhatsApp
A routine that logs each chat's key facts to the record the same day.
Result: The record matches the chat.
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.
Who it is for
This is written for these medical tourism facilitators.
- Facilitators sending patients to India from Africa
- Facilitators for patients from the Gulf and Middle East
- Facilitators for patients from Bangladesh, Nepal, Afghanistan and neighbouring countries
- Facilitators working with hospitals for transplant, cardiac and cancer care
- Facilitators for orthopaedic, fertility and cosmetic procedures
- Ayurveda and wellness tourism arrangers
- Medical visa and travel desks that serve patients
- Overseas agent networks who send patients to Indian hospitals
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
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 CRM work runs
- 1
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 4
Test with real deals
We run the configuration against actual current deals to catch gaps before the whole team relies on it.
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.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Which CRM should we use?
Can the CRM send messages to patients?
Who should own the CRM?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for medical tourism facilitators
Everything else we would do for you.
Closest to this: leads and follow-up
Also for medical tourism facilitators
Or start from the overview: sales and marketing for medical tourism facilitators.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.