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Obstetrics and gynaecology clinics · CRM

Record who sent the patient, or you will never know which physician stopped referring.

A CRM for an obstetrics and gynaecology clinic is an enquiry and referral record rather than a sales list: who enquired, who sent the patient, the expected delivery date and the visits it generates. It holds health information, so access matters. GullySales sets up the fields, the access rules and the read-out your doctors get.

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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 obstetrics and gynaecology 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 obstetrics and gynaecology clinics

Sales and marketing for obstetrics and gynaecology 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 obstetrics and gynaecology clinics

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

  • “The field that matters most is the referring doctor's name”

    Captured at the first visit, it shows which physician sent four patients this year and which one has sent none since March. Left blank, the referral network cannot be managed at all.

  • “This is not an ordinary contact list”

    It holds information about a woman's pregnancy or fertility treatment. Who may open it, what goes into a free-text note and where it is stored are questions to settle with your own adviser before the system is built.

  • “The expected delivery date generates the whole calendar”

    One date produces the schedule of visits, the scans and the postnatal check. A record holding the date but not the schedule leaves reception working from a diary and a memory.

What we do

What we deliver for obstetrics and gynaecology clinics.

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

  1. One enquiry record, whatever the channel

    Calls, messages, walk-ins and website forms landing in the same list with the date, the concern in neutral wording and the name of whoever replied.

    Result: No enquiry lives only inside somebody's phone.

  2. The referral source captured at the first visit

    A required field naming the physician, the scan centre or the patient who made the referral, filled at reception rather than reconstructed later from memory.

    Result: You can name your strongest referrers and the ones who went quiet.

  3. The antenatal schedule generated from the delivery date

    Visits and scans laid out from the expected date, with the next appointment visible against every patient on one screen.

    Result: Reception can see who is due without opening a file.

  4. Access rules written down before go-live

    Who can open which record, what may be typed into a notes field and what must not be, agreed with your doctors and your own adviser.

    Result: Sensitive information is not sitting behind a shared login.

  5. Consent to contact held with the patient record

    Whether the patient agreed to reminders, on which number and whether a message may be sent at all, recorded rather than assumed by whoever is sending.

    Result: Nobody messages a patient who did not want messages.

  6. A read-out for the doctors

    Enquiries by source, first consultations that became a booked antenatal course, and referrals by physician, reported against the baseline recorded before work started.

    Result: The practice is run on numbers instead of impressions.

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 an obstetrics and gynaecology clinic should record at the front desk, and whether software is needed yet.

Channel and who answered
Note whether the woman called, messaged, walked in or used the website form, and which staff member replied. It shows which channel brings enquiries and whether any message waited with nobody answering.
The concern in one neutral word
Use a general word such as antenatal, scan or consultation, never a diagnosis or a description of the situation. Clinical detail belongs in the patient file under your own records rules.
Referrer from a fixed list
Offer a drop-down of known doctors and scan centres, plus self and other, so spellings stay the same and a count is possible. A free-text box produces five spellings of one doctor.
Consultation booked, and kept
Record whether the first appointment was made and whether the woman came. A booking that was never kept shows a gap in the follow-up, and the desk should look at it with sensitivity.
Permission to contact, and how
Record whether the woman agreed to calls or messages and which number is safe to use. Appointment reminders are routine. Anything promotional needs clear consent, so check your own rules.
Do you need software yet?
A sheet with restricted sharing can be enough for a single-doctor clinic that already keeps clinical records in its own software. Add a CRM when enquiries arrive on several channels and nobody can say who answered which.

Who it is for

This is written for these obstetrics and gynaecology clinics.

  • Single-doctor OBG clinics
  • Multi-speciality women's health hospitals
  • Fertility and IVF-focused practices
  • High-risk pregnancy specialist clinics
  • Maternity hospitals with delivery facilities
  • Gynaecological surgery specialists
  • Adolescent and general gynaecology clinics
  • Antenatal and postnatal care centres

Not for

It is not the right fit if.

  • The hospital information system already holds visits and due dates and no one has named a gap, so another record would duplicate work.
  • The team expects clinical notes to be kept in the CRM, which would put sensitive pregnancy records in front of staff who do not need them.

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.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • IVF Solutions

    Situation
    The clinic had next to no presence online. People making one of the most considered decisions of their lives were doing their research somewhere else, and forming a view before the clinic knew they existed.
    What we did
    • Social profiles opened
    • Educational content on a schedule
    • Google Business Profile built out
    • A working feedback loop
    Result
    No numbers were recorded for this engagement. The work is described in full in the case study.
    Read the case study

Also worked with

Chord Road Hospital · Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

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
Is this the same as our hospital information system?
No. The clinical system holds the treatment record. This holds the enquiry, the source, the consent and the appointment, and it is what explains the gaps in your calendar. What may pass between the two is a question for your own adviser.
Who should be allowed to see it?
As few people as the work allows, with reception seeing appointments and contact details rather than clinical notes. Settle it in writing with your doctors and your adviser before anybody logs in.
Can the CRM send antenatal appointment reminders on WhatsApp?
Appointment reminders can go if the patient has agreed to messages and the text carries no health detail: date, time and clinic name only. Check the platform's current rules, and ask your own adviser before using the same list for anything promotional.
How long should we keep an enquiry from someone who never booked?
Set a fixed period in writing, decided with your own adviser, and name one person who deletes older enquiries on a set date. Keeping every enquiry for ever carries risk with health-related contacts and gives you nothing you can use.
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.
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 obstetrics and gynaecology clinics.

All articles

More for obstetrics and gynaecology clinics

Everything else we would do for you.

Closest to this: leads and follow-up

Also for obstetrics and gynaecology clinics

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

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