CRM Automation for Private Clinics
Automate your patient journey from first enquiry to long-term loyalty. HubSpot setup and marketing automation for healthcare practices.
Every patient enquiry is an opportunity—but only if you respond quickly and follow up consistently. CRM automation for private clinicsensures no lead falls through the cracks, even when you're busy in clinic.
We implement and configure CRM systems designed for healthcare: automated email sequences, intelligent follow-ups, booking integrations, and analytics that show you exactly what's working. Most clinics see a 30-50% improvement in enquiry-to-booking conversion.
Never lose another patient enquiry
Automated Patient Journeys
From first enquiry to post-treatment follow-up, automate the entire patient journey. Never miss a follow-up or lose a lead again.
Intelligent Email Sequences
Nurture enquiries with automated email sequences. Treatment information, appointment reminders, and review requests—all on autopilot.
Booking Integration
Seamlessly connect your CRM with booking systems. When someone enquires, they're guided to book—automatically.
Clear Analytics
Know exactly where your patients come from, which marketing works, and what your cost per acquisition is. Data-driven decisions.
Workflows that work while you treat patients
New Enquiry Workflow
Instant acknowledgement, staff notification, and automated follow-up if no response within 24 hours.
Consultation Booking Sequence
Confirmation emails, pre-appointment information, and reminder sequences to reduce no-shows.
Post-Consultation Nurture
For patients who don't book treatment immediately—keep them warm with relevant content.
Post-Treatment Follow-up
Automated check-ins, aftercare reminders, and review requests at the right time.
Re-engagement Campaigns
Win back past patients with automated campaigns for repeat treatments or referrals.
Lead Scoring
Automatically score leads based on behaviour. Know who's ready to book and prioritise accordingly.
CRM platforms we work with
HubSpot
Our recommended platform for healthcare practices
Salesforce
Enterprise-grade CRM for larger organisations
Pipedrive
Simple, effective sales pipeline management
ActiveCampaign
Powerful automation at accessible pricing
Custom Solutions
Bespoke automation with any platform
What's included in our CRM setup
Frequently asked questions
Why do private clinics need CRM automation?
Private healthcare is competitive. Patients researching treatment often enquire at multiple clinics. The practice that responds fastest and follows up best wins the booking. CRM automation ensures consistent, timely communication—even when you're in clinic.
Is HubSpot suitable for healthcare?
HubSpot is excellent for private healthcare. It offers GDPR-compliant data handling, powerful automation, and integrations with booking systems and practice management software. We recommend HubSpot for most healthcare clients.
Can you integrate with our existing booking system?
Usually, yes. We've integrated CRMs with Doctify, Cliniko, Pabau, and custom booking systems. Even if direct integration isn't available, we can use webhooks and Zapier to connect systems.
How long does CRM setup take?
Basic HubSpot setup with key automations takes 2-4 weeks. More complex implementations with custom integrations and advanced workflows can take 6-8 weeks. We provide a detailed timeline during discovery.
Will my team need training?
Yes, and we include it. We provide hands-on training for your team covering daily CRM usage, managing automations, and basic troubleshooting. Documentation is included for ongoing reference.
What about GDPR compliance?
GDPR compliance is built into everything we do. We configure consent management, data retention policies, and ensure all automations respect patient preferences. You'll be confident your marketing is compliant.