Pathology labs · CRM
Write down every price call and home booking, so the lab can see which became samples.
A CRM for a pathology lab is a record of every enquiry before it becomes a sample: who rang, which test they asked about, who sent them and whether they came. It sits beside the lab software, which keeps bills and reports. GullySales sets up the fields, the habit at the desk and the reading of it.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
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 pathology labs
Where it usually goes wrong, and what we would do.
“The lab software is called the CRM”
Billing starts after the patient arrives. The call that never became a bill is invisible to it, which is why the lab cannot say how many callers were lost.
“Price calls live in the receptionist's head”
The person who answers the phone remembers a few callers and loses the rest. When she is on leave, nobody knows who was promised a callback.
“Corporate enquiries sit in one inbox”
A quote for a staff health-check is spread between one mailbox and one WhatsApp chat. When the HR contact writes again, the history has to be rebuilt from memory.
What we do
What we deliver for pathology labs.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A one-sheet record the desk can fill
A short sheet with the fields the desk will actually complete, designed around the busiest hour of the morning.
Result: The record is kept when the counter is full.
Source and referrer fields
A tick for how the patient found the lab and a space for the doctor or clinic that sent them.
Result: You can see which sources bring samples.
Outcome and reason-lost codes
A short list of outcomes and reasons, such as price, timing, distance or another lab, chosen at the end of each enquiry.
Result: You can say why callers did not book.
Repeat test dates and consent
A date for the next test and a note of whether the patient agreed to reminders, entered at billing.
Result: Reminders go only to people who asked for them.
A record for each corporate account
One entry per company with contacts, quotes, camp dates and what was decided, kept out of personal inboxes.
Result: A staff health-check enquiry does not depend on one person's memory.
A reading of the record
The enquiries read by source, test and outcome, and set against the baseline taken before work began.
Result: The owner sees what the counter has been telling nobody.
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 pathology lab writes down for each enquiry, and what never goes in.
- Test or package asked about
- Write the test in the patient's own words and the package name. This shows which panels bring calls and which bring samples.
- How they found you, and who sent them
- Ask every caller and tick one: doctor, Maps, Justdial, WhatsApp, a relative or a camp. Add the doctor's or clinic's name when the patient mentions one.
- Home or walk-in, and the slot
- Record the type of visit, the slot given and the area. A home booking with no slot written down is the one that gets missed.
- Outcome and the reason for a loss
- Mark collected, booked, thinking or lost, and write why: price, timing, distance or another lab. After a while the reasons show what to fix.
- What never goes in
- Keep results, diagnoses and report values out of the CRM. They stay in the lab system. Record the test name and the outcome of the enquiry, nothing about the patient's health.
- Do you need software yet?
- A shared sheet with these fields is enough while one or two people log enquiries and someone reads them. Move to software when several desks need one record.
Who it is for
This is written for these pathology labs.
- Neighbourhood labs beside clinics and nursing homes
- Labs inside a hospital or polyclinic
- Multi-centre pathology chains in one city
- Collection centres of a larger reference lab
- Labs that run corporate and school camps
- Pathology labs with their own radiology corner
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
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
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
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
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 work runs for pathology labs
- 1
Listen to how calls are handled
The free audit call traces where price calls and bookings come from, who answers and what happens during the morning rush.
- 2
Fix the first minute of the call
One price sheet, agreed answering hours and a log of every enquiry.
- 3
Make the lab findable for the test
Test and package pages, a Business Profile with visible prices and reviews asked for after a smooth collection.
- 4
Put the lab in front of the clinic
A sheet for each reception desk and a follow-up, built with your own adviser's view on what may be offered.
- 5
Report on samples, not activity
A report on enquiries, collections, corporate quotes and repeat patients against the baseline taken before anything changed.
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.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Nanda Arthritis and Rheumatology Center
- Situation
- There was no website, so a patient looking for a rheumatologist had no way to learn about the centre. Enquiries were few, and the ones that arrived came by word of mouth.
- What we did
- A website for patients
- Search work
- Google Business and reviews
- Lead capture and advertising
- Result
- No numbers were recorded for this engagement. The work is described in full in the case study.
Also worked with
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
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.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can a spreadsheet do this, or do we need to buy a CRM?
The receptionist says there is no time to fill it during the rush. What do we do?
Patients message the lab on three different numbers. Where do those enquiries go?
Who owns the patient contact data if we change vendors or staff leave?
Can we pay doctors who send us patients?
Can we publish test prices?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
From the blog
Further reading for pathology labs.
- 5 min read · 6 Oct 2026Why brokers stop showing your building to tenantsA broker shortlists the building whose availability, rent and terms are current and easy to forward. Here is what makes a commercial landlord drop off a broker's list, and how to stay on it.
- 6 min read · 6 Oct 2026How plot developers stop selling one plot twiceA plot offered to two families in the same weekend costs a developer trust and a sale. This post sets out a single plot register, a hold rule and a token routine that prevent it.
- 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.
More for pathology labs
Everything else we would do for you.
Closest to this: leads and follow-up
Also for pathology labs
Or start from the overview: sales and marketing for pathology labs.
Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.