Ayurveda clinics · CRM
Keep one record of the patient from the first call to the last review.
A CRM for an Ayurveda clinic is a shared record of every enquiry and patient, with the concern, the physician's review date and the last contact. GullySales sets it up so the front desk can see who to call next.
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 18 Oct 2026.
For ayurveda clinics
Where it usually goes wrong, and what we would do.
“The paper diary knows who came, not who did not”
A diary shows booked slots. It does not show the enquiry that never turned into a booking or the patient who skipped the review. A CRM holds both.
“A course of treatment has several dates, and each one needs a reminder”
The first consultation is followed by reviews the physician sets. Medicines run out on a date. A record that carries each date lets the front desk ring before the patient lapses.
“Health details need care in a shared sheet”
A spreadsheet on a shared phone is easy and risky. A CRM should hold the minimum: name, contact, concern in the patient's words and the dates. Clinical notes belong in the physician's own record, kept private.
“Three people answer the phone, and none knows the history”
The doctor, the pharmacist and the receptionist each speak to the patient. Without a record, the patient repeats the whole story every time.
What we do
What we deliver for ayurveda clinics.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A clinic CRM set-up
Fields for name, contact, who enquired, concern, source and stage, built in a tool the clinic can run.
Result: Every enquiry has a row that the front desk can find.
Stages that match the clinic
Enquiry, booked, seen, review due, review done and lapsed, set with the physician.
Result: The owner sees where patients sit in the course.
Import of the existing diary
A one-time move of the register into the new record, with duplicates cleared.
Result: Past patients are in the same place as new ones.
Access and privacy rules
A short note on who may see what, and how the clinic keeps health details out of shared chats.
Result: Only the people who need a record can open it.
Front desk training notes
A one-page guide on how to log a call, a message and a visit.
Result: The record is filled in the same way by everyone.
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.
Who it is for
This is written for these ayurveda clinics.
- Single-physician Ayurveda clinics with an in-house medicine counter
- Ayurveda clinics inside a hospital or a multi-speciality polyclinic
- Ayurveda skin and hair clinics
- Ayurveda clinics for women's health, including PCOS and postnatal care
- Ayurveda clinics for joint, back and spine problems
- Ayurveda clinics for digestive and lifestyle disorders
- Branches of an Ayurveda clinic chain in several localities
- Online-consultation practices that courier medicines to patients in other cities
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
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, 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 a reply, a follow-up, a page, a listing 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.
Which CRM should we use?
Is patient data safe in a CRM?
Can the CRM send reminders?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for ayurveda clinics
Everything else we would do for you.
Closest to this: leads and follow-up
Also for ayurveda clinics
Or start from the overview: sales and marketing for ayurveda clinics.
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.