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Diagnostic franchise networks · CRM

Keep candidates, doctors, corporate clients and patients in one record centres can read.

A CRM for a diagnostic network is a shared record of the people the network deals with: prospective owners, referring doctors, corporate clients and repeat patients. It stops enquiries living in notebooks and phones. GullySales sets up the fields, stages and ownership so the records are used.

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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 franchise systems at work in the United States

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 diagnostic franchise networks

Sales and marketing for diagnostic franchise networks, the overview.

Last updated 18 Oct 2026.

For diagnostic franchise networks

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

  • “Four record types, four sets of fields”

    A centre-owner candidate needs location, capital range as stated by them, profession and stage. A doctor needs clinic, speciality, last visit and information shared. A corporate client needs headcount and camp history. A patient needs only what is needed to book.

  • “Patient data needs care”

    Names, phone numbers and test lists are health-related information. Keep the record to what booking requires, restrict who can see it and check with your adviser about the rules that apply to your network.

  • “Centres and head office see different things”

    Head office wants the candidate pipeline and a picture of every centre. A centre wants its own doctors and bookings. A CRM that shows everyone everything creates confusion and risk, so views should follow roles.

  • “A record is only as good as the last entry”

    If the visit to a clinic is not noted, the next representative starts from nothing. The habit of logging, with a short form to make it short, matters more than the choice of software.

What we do

What we deliver for diagnostic franchise networks.

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

  1. A field and stage design

    Fields and stages for each record type, built from how the network already works.

    Result: A one-page design for each record type.

  2. Role-based views

    Views for head office, centre owners and counter staff, each showing what they need.

    Result: A table of who sees what.

  3. Import of existing contacts

    A clean-up and load of the lists in sheets and phones.

    Result: Duplicates removed and each record given an owner.

  4. A quick visit log

    A short form on a phone for recording a doctor visit.

    Result: Every visit is a record with a date and a note.

  5. A short handover guide

    How to add, update and close a record, in plain language.

    Result: New staff can follow the guide on day one.

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

Fields worth keeping

Keep these fields on each record type.

Candidate record: locality and stage
Head office enters the locality, premises status and conversation stage. It lets the network see which areas have interest and which are open.
Doctor record: clinic, speciality, visits
The field representative logs each visit and the topic discussed. It prevents a second visit from repeating the first.
Corporate record: employee count and contact
The sales lead enters the HR contact, the camp date and the privacy arrangements agreed, so the camp team has the full context.
Booking record: test or package and slot
The counter staff enter only what the booking needs. Leave out the reason for the test and the result.
Centre owner view
Each centre sees its own doctors and bookings, and head office sees the network. Set the role limits before records are imported.
Source and outcome
Whoever closes the record marks how the contact arrived and whether it ended in a booking, a visit or an opening.

Who it is for

This is written for these diagnostic franchise networks.

  • Pathology lab collection centre networks
  • Radiology and imaging centre franchises
  • Home sample collection brands
  • Diagnostic centres inside clinics and pharmacies
  • Preventive health check package providers
  • Corporate health check and camp providers
  • Speciality test brands such as genetics or allergy testing
  • Master franchise holders managing centres in a city

Not for

It is not the right fit if.

  • You plan to store test results and diagnoses in a CRM, which is not what a sales record is for.
  • Centre owners will not agree to share data with head office, so the network view would be empty.
  • No one has decided who can see patient contact details, so access should be set before any import.

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
Which CRM should a network use?
One the team will actually open every day. Several tools used in India suit this, from spreadsheets to dedicated CRMs. We choose after looking at the number of centres and who updates records.
Can patient information go into a CRM?
Only what is needed to book, and with access limited. Health data rules differ by state and body, so check with your own adviser before storing more.
Do centre owners have to use it?
If the network wants one view of doctors and enquiries, yes. We make the entry quick and show owners what they get back, such as their own doctor list and booking log.
Do we record the reason a patient booked?
No. The CRM should hold the booking, the contact and the source, not the condition or the result. Health information is sensitive, and a sales tool is the wrong place for it. Check with your own adviser on how patient data must be handled.
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.

More for diagnostic franchise networks

Everything else we would do for you.

Closest to this: leads and follow-up

Also for diagnostic franchise networks

Or start from the overview: sales and marketing for diagnostic franchise networks.

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