Diagnostic centres · CRM
Record the enquiry and the referring doctor, and leave the reports in the lab system.
A CRM for a diagnostic centre is the record of enquiries, bookings, referring doctors and corporate accounts, kept apart from the laboratory and radiology systems that hold results. GullySales sets up what to record and who records it, so departments share one view of each enquiry without sharing clinical data.
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 6 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 diagnostic centres
Where it usually goes wrong, and what we would do.
“The lab system is treated as the CRM”
The laboratory information system starts when a sample is registered. It knows nothing about the caller who asked about an MRI and went elsewhere, and that caller is where the lost bookings sit.
“Each department keeps its own register”
Pathology has a notebook, imaging has a spreadsheet and the check-up desk uses WhatsApp. A family that asks about a package and a scan appears three times, or not at all.
“Corporate accounts live in one person's inbox”
Camp quotes, rate agreements and HR contacts sit with whoever closed them. When that person leaves, the renewal leaves too.
What we do
What we deliver for diagnostic centres.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
An enquiry record shared by all departments
Name, number, test or package asked about, source and outcome, entered by whichever desk took the call.
Result: A family asking about a package and a scan is one record.
Referring doctor as a fixed field
The doctor's name picked from a list rather than typed freely, so referrals can be counted by doctor and speciality.
Result: You can see who sends imaging and who sends pathology.
Corporate and TPA accounts with a named owner
Each company, insurer and TPA with its rate agreement, contacts, renewal date and the person responsible.
Result: A renewal is not lost when someone resigns.
Stages that match the centre's steps
Enquiry, booked, sample collected or scanned, report delivered, and lost with a reason.
Result: The record shows where enquiries stop.
A privacy line between the CRM and results
What may be recorded, what stays in the lab and radiology systems, and who can see what, agreed with your adviser before anything is set up.
Result: No test result ever sits in a sales record.
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.
What to record, and when
What a diagnostic centre should record about every enquiry, and whether it needs software yet.
- Test, scan or package asked about
- Pick from a fixed list on the first call, such as MRI knee, thyroid profile or senior citizen package. Free text makes it impossible to count which studies people want.
- Source and referring doctor
- Record Google, Maps, doctor, corporate, camp, WhatsApp or family, and the doctor's name where there is a prescription. This field shows where the money should go.
- Outcome and the reason for a loss
- Mark whether the enquiry was booked, done, reported or lost. For a loss, add the reason in a word: price, distance, insurer, slot or the doctor's choice.
- Insurer, TPA or employer paying
- Note the payer before the visit, so the desk knows whether a cashless or corporate rate applies and what the patient must bring.
- What never goes in
- No results, diagnoses, report PDFs or images. Those stay in the lab and radiology systems with their own access controls and their own retention rules.
- Do you need software yet?
- A single centre can start with a shared sheet and one owner. Several branches, home collection routes and corporate accounts need a proper CRM linked to billing, chosen with your IT person.
Who it is for
This is written for these diagnostic centres.
- Standalone diagnostic centres with pathology and imaging
- Diagnostic centres inside or beside a hospital
- Multi-branch diagnostic chains
- Diagnostic centres that run corporate camps
- Centres with a strong health check-up business
- Centres serving senior citizens and families
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
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
Enquiries by source, reply time, conversion and cost per order, 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 reply time, a follow-up sequence, the page buyers land on 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.
Can our lab software vendor add a CRM module instead?
Our desk staff never fill in the source field. How do we fix that?
How do we bring WhatsApp enquiries into the record?
Who owns the patient data if we change software?
Why not market each department on its own?
Can we discount packages?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
From the blog
Further reading for diagnostic centres.
5 min read · 6 Oct 2026How diagnostic centres quote a corporate health campA corporate health camp is won in the quote and the chasing after it, not the first call. This post covers what to ask, what goes on the one page, and who follows up.
6 min read · 6 Oct 2026What healthcare buyers check before they choose youA patient, a referring doctor and a hospital purchase team each check something different before choosing a provider. This post lists what each one looks at and where a clinic, lab or supplier loses them.
8 min read · 21 May 2026How to sell health check-up packages without discountingFamilies compare check-up packages on the inclusion list, not the price. Sell on what is inside, who explains the report, and how little time the visit takes.
More for diagnostic centres
Everything else we would do for you.
Closest to this: leads and follow-up
Also for diagnostic centres
Or start from the overview: sales and marketing for diagnostic centres.
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.