Paediatric clinics · CRM
Keep one record per family so every child's next due date is in front of the desk.
A CRM for a paediatric clinic is a family contact record that holds parent details, children's dates of birth, consent to messages and the next due date. GullySales sets it up so the desk can recall children, with clinical notes kept in the clinic's medical records.
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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For paediatric clinics
Where it usually goes wrong, and what we would do.
“The unit is the family, not the patient”
A parent calls about one child and the clinic holds records for two. A record that links siblings, both parents and the grandparent who brings the child saves the desk from asking the same questions every visit and makes one reminder cover every child due.
“The CRM is not the medical record”
Diagnoses, prescriptions and examination findings belong in the clinic's own medical records. The CRM holds contact details, dates, consent and the source of the family. Keeping the two apart protects the child and keeps the data easy to manage. Data protection rules apply to both, so check with your own adviser.
“Consent is a field, not an assumption”
A parent who gave a number for the prescription has not agreed to marketing messages. A yes or no, with the date it was given and how, sits on the record and decides who receives a reminder. Without it, the recall list is a risk.
“When the desk changes, the memory should not”
A receptionist leaves and the knowledge of which families like an evening slot leaves too. A record that notes preferred language, usual caregiver and best time to call carries it forward, so a new person at the desk sounds as if they know the family.
What we do
What we deliver for paediatric clinics.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A family record layout
Fields for parents, children, dates of birth, languages, preferred caregiver contact and source, agreed with the doctor and the desk.
Result: One layout the desk can fill in a few minutes at registration.
A consent field and process
A recorded yes or no for reminders, with the date and the way it was given, and a simple way to withdraw.
Result: Every family on the recall list has a recorded yes.
Due-date views
Lists of children whose vaccine, growth check or follow-up is due, and those overdue, built from the dates on the record.
Result: On any morning the desk can open a list of children to call.
An import from the existing register
Moving names and dates from the paper book or old software into the new record, with duplicates and gaps listed for the desk to resolve.
Result: A clean starting list and a note of what could not be matched.
Rules for who sees what
A short sheet saying which roles can view, edit or export family records and how access is removed when a person leaves.
Result: Access matches roles and is reviewed whenever staff change.
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 paediatric clinics.
- Single-doctor paediatric clinics
- Paediatric clinics with an in-house vaccination room
- Clinics run by a paediatrician and a child development specialist
- Newborn and neonatal follow-up clinics
- Paediatric clinics inside a polyclinic
- Clinics with a paediatric allergy or asthma focus
- Adolescent health clinics
- Home visit paediatricians
- Group practices attached to a maternity home
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.
Do we need to buy new software?
Can the CRM store diagnoses?
What if parents ask us to delete their details?
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 paediatric clinics
Everything else we would do for you.
Closest to this: leads and follow-up
Also for paediatric clinics
Or start from the overview: sales and marketing for paediatric clinics.
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.