Psychiatry clinics · CRM
Keep enquiries and review dates in one private register, apart from clinical notes.
A CRM for a psychiatry clinic is a register of enquiries, first appointments, review dates and referrers, kept separate from the clinical record. GullySales works on the fields, the access rules and the reports that show who asked, who came and who has not returned.
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.
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 psychiatry clinics
Where it usually goes wrong, and what we would do.
“Clinical notes and contact details are separate things”
The doctor's notes stay in the clinical system. The register holds a name, a phone number, a source and a date. Mixing the two puts the patient's confidence at risk and makes the register impossible to share with front-desk staff.
“Access should follow the job”
The front desk needs a date and a number. Whoever reads the marketing figures needs counts, not names. Only the doctor needs the history. A tool that shows everyone everything is a breach waiting for one mistake.
“The missed review is the loudest line in the register”
A patient on medicines who has not returned by the date the doctor set matters more than any new enquiry. Without a register the gap is found only when the patient relapses or arrives in a worse state.
“The referrer is a contact too”
A counsellor, family physician or school counsellor who sends patients belongs in the register, with the number sent and a note of whether the clinic wrote back with consent. A relationship nobody records fades without anyone deciding it should.
What we do
What we deliver for psychiatry clinics.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A register with a short list of fields
Name, phone, source, concern as the caller put it, first appointment date and the date the doctor set for review.
Result: Every field has a reason, and none holds clinical detail.
Access rules for each role
Who sees names, who sees counts and who sees nothing, written down and applied in the tool.
Result: Each role sees only what the job needs.
A due list for reviews
A list of patients whose review date has passed with no visit, prepared for the staff member who calls.
Result: The missed review is visible the day the sheet is read.
A sheet of referrers
Each counsellor, physician and school that sends patients, with the number sent and the date of the last note back.
Result: You know which referrers have gone quiet.
A consent column and a stop rule
A record of who agreed to be contacted and by which channel, and a rule that contact ends when a patient says so.
Result: No message goes to someone who did not agree.
A source report
Enquiries and first appointments counted by source, set against the figures taken before work starts.
Result: One sheet shows where booked appointments came from.
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 psychiatry clinics.
- Individual psychiatrists with a consulting room
- Psychiatry clinics offering counselling and medication
- Child and adolescent psychiatry clinics
- De-addiction and substance use clinics
- Geriatric psychiatry clinics
- Sleep and anxiety clinics
- Psychiatrists visiting hospitals and nursing homes
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 tool should we use?
Does the CRM replace the clinic's patient record?
Who is responsible for the data?
How much does it cost?
How long is the contract?
How soon will we see results?
What do you need from us?
What if we are not happy with the work?
More for psychiatry clinics
Everything else we would do for you.
Closest to this: leads and follow-up
Also for psychiatry clinics
Or start from the overview: sales and marketing for psychiatry 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.