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Dermatology clinics · CRM

Hold every enquiry, sitting and consent in one record the clinic owns.

A CRM for a dermatology clinic is the record behind the enquiry: who asked, about which concern, from where, which doctor they saw, which sitting of the course they are on, and what they agreed their photographs may be used for. It is not the clinical file. GullySales agrees the fields and trains the desk to fill them.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of dermatology clinics at work in India

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.

Also for dermatology clinics

Sales and marketing for dermatology clinics, the overview.

Last updated 8 Nov 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 dermatology clinics

Where it usually goes wrong, and what we would do.

  • “The CRM is not the clinical record, and mixing them causes trouble”

    Diagnosis, prescription and history belong in your hospital software. The CRM holds the enquiry, its source, the plan and the next action. Clinical notes typed into a marketing tool create a problem nobody at the clinic wanted.

  • “Photo consent is a field with a date, not a form in a drawer”

    Before and after images are the most useful thing a skin clinic owns and the most restricted. Unless the record says what this patient agreed to and when, nobody choosing an image for a page can tell which one is safe to use.

  • “The enquiry lives on the receptionist's phone and leaves with the receptionist”

    A photo of a rash sent to a personal number is invisible to everyone else and gone the day the receptionist resigns. A clinic number and one entry per enquiry keeps the history inside the clinic.

What we do

What we deliver for dermatology clinics.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. The fields agreed with you, and nothing beyond them

    A short list the front desk completes for every enquiry, including the concern in the patient's own words and where they came from, kept short enough to finish inside a minute.

    Result: The record gets filled because filling it is quick.

  2. Photo consent recorded against the patient

    What the patient agreed to, for which treatment, on what date, visible to whoever is picking an image for a page or a listing.

    Result: Nobody has to guess whether a photograph may be shown.

  3. A clinic WhatsApp number that feeds the record

    Photo enquiries arriving on a number the clinic owns, with each conversation logged against the patient rather than sitting in a staff member's chat list.

    Result: The history stays when the person at the desk changes.

  4. Treatment plan and sitting number stored in the record

    Which course the patient is on and which sitting is due, so any doctor or desk staff opening the record sees where the patient has reached.

    Result: Anybody answering the phone knows what the patient is halfway through.

  5. Access by role, and a handover when somebody leaves

    Who can see which patient details set by role, with a written step for removing access and passing on open enquiries when a staff member resigns.

    Result: Patient details do not leave the clinic in a personal phone.

  6. A short end-of-day check that keeps it current

    Whoever ran the desk compares the day's calls and messages against what was entered before closing, and fixes the gaps while they still remember them.

    Result: The record matches the day it is supposed to describe.

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.

Read the full CRM implementation and customisation page

What to record, and when

What a skin clinic's desk should record about every enquiry, and whether it needs software yet.

Concern asked about
Choose from a fixed list: acne, pigmentation, hair fall, warts, eczema, laser or others you treat. The word the patient used goes in a note beside it. Counting concerns shows which pages bring consultations and which only bring photographs.
Which doctor, and which clinic
Write the doctor the patient asked for or was booked with, and the branch. Patients often want a named doctor, and a booking with the wrong one is a visit the patient will not repeat.
Course and sitting number
For a treatment course, note the plan the doctor set and which sitting the patient is on. A patient between sittings who is not reminded often drifts away, and the course is left incomplete.
Photograph consent
Record separately whether the patient allowed photographs to be taken for treatment notes and whether they allowed any use outside the clinical file. Without a clear yes, do not use the photograph anywhere.
Who may open the record
List who at the desk can see which fields, and remove access the day someone leaves. Skin concerns are personal, and a former employee still logged in is a risk to the patient and to you.
Do you need software yet?
A shared sheet with few fields is enough for a solo clinic if access is controlled. Clinical notes and photographs stay in the clinical system. Move to a CRM when several doctors and a front desk share enquiries and sittings.

Who it is for

This is written for these dermatology clinics.

  • Solo dermatologist clinics
  • Multi-doctor dermatology and cosmetology centres
  • Dermatology hospitals with in-patient procedures
  • Cosmetic and aesthetic dermatology clinics
  • Hair transplant and trichology centres
  • Skin and laser clinics inside malls or commercial complexes
  • Paediatric and family dermatology practices
  • Multi-branch dermatology chains

Not for

It is not the right fit if.

  • The desk still jots enquiries on slips of paper and will not enter them, so the record would stay half empty
  • You have not settled who may see a patient's photograph, so a tool would hold images with no rule on access
  • You are a single-doctor clinic with a handful of enquiries a day, and a spreadsheet would serve before a software tool

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
We already have hospital management software. Do we need another system?
Check whether it records where an enquiry came from and what the next action is. Most billing and appointment systems do neither. If yours does, we configure it. If it does not, a simple shared sheet used properly beats a second clinical system nobody fills in.
What must the front desk enter for every enquiry?
Name, number, the concern in the patient's own words, where they came from, the doctor, the next action with its date, and the consent status. That is the whole list. Clinical detail stays in the clinical file, which is a different system with different rules.
Patients send skin photographs on WhatsApp. Where should they be kept?
Photographs of a patient's skin are health information. Move them into the clinical record on receipt and delete them from the phone gallery and any personal device. Do not store them in the enquiry sheet. Ask your adviser what your obligations are for retention and consent.
A patient asks us to delete their details. What do we do?
Agree a process before it happens: who receives the request, how identity is checked, what is deleted and what must be kept in the clinical record under medical rules. Remove the person from marketing messages at once. Take your adviser's view on the rest.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for dermatology clinics.

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Everything else we would do for you.

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Also for dermatology clinics

Or start from the overview: sales and marketing for dermatology clinics.

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