Surgical hospitals · CRM
Keep every enquiry, consultation and referring doctor in one record the desk can open.
A CRM for a surgical hospital is one record of each enquiry, from the first call through consultation, admission and follow-up, along with each referring doctor. GullySales sets up the fields, stages and rules so the desk can use it without extra work.
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 surgical hospitals
Where it usually goes wrong, and what we would do.
“Enquiries live on three different phones”
A call goes to the desk, a message to a coordinator's WhatsApp and a form to an email nobody checks. Without one record, the same family is called twice or not at all, and nobody can say how many enquiries came this month.
“The stage that matters is after the consultation”
Some systems record the booking and stop. A surgical hospital loses leads between the consultation and the decision to operate. A stage for advised, thinking and scheduled shows where families wait and why.
“Health details do not belong in a casual tool”
A family's scan report and diagnosis are sensitive. A free spreadsheet shared on a chat group is a risk. Choose a system that allows access by role and records who opened what, and keep clinical records in your hospital system.
“Referring doctors need a record too”
A physician who sent three patients last quarter should be known to the desk by name. A record of each referrer, patients sent and updates given turns an occasional favour into a relationship.
What we do
What we deliver for surgical hospitals.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A stage list from enquiry to follow-up
Stages such as new, called, consultation booked, advised, scheduled, operated and follow-up reviewed, agreed with the desk.
Result: Every enquiry sits in exactly one stage.
Fields that fit surgery
Operation of interest, referring doctor, insurer, source of enquiry and reason a family did not proceed.
Result: A filter by operation or by referrer works without manual counting.
Role-based access
Rules that decide who sees contact details and who sees any clinical note.
Result: The desk sees what it needs and no more.
A referrer view
A list of referring doctors with patients sent, dates and the last contact made.
Result: Open a doctor's record and see every patient and update.
Import and clean-up of old enquiries
Existing spreadsheets and contact lists moved into the system, with duplicates merged.
Result: The first day of use starts with one list, not several.
Desk training and a one-page guide
A short session and a printed guide for the staff who use the system.
Result: The desk can add, move and close an enquiry without help.
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 surgical hospitals.
- General and laparoscopic surgery hospitals
- Surgical hospitals focused on urology and kidney stones
- Gastro and bariatric surgery hospitals
- Plastic, reconstructive and cosmetic surgery hospitals
- Vascular and proctology surgical centres
- Women's surgery and gynaecology-led hospitals
- Multi-specialty surgical hospitals run by a group of surgeons
- Surgical hospitals with an emergency casualty and ICU
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 a hospital information system and a CRM?
Which CRM should we choose?
Who owns the data?
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 surgical hospitals
Everything else we would do for you.
Closest to this: leads and follow-up
Also for surgical hospitals
Or start from the overview: sales and marketing for surgical hospitals.
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.