Getting Started with CRM

Clinicea provides a Medical CRM for Clinics, to support Clinic Marketing and Branding activities. We understand the marketing needs of a Clinic and hence have tailor-made a CRM that is very easy, devoid of unnecessary clutter, and where most of your marketing activities can be captured in 1-2 clicks. For the uninitiated, a CRM stands for Customer Relationship Management. So the CRM is essentially a repository of Prospects and Potential Clients of the Clinic. These prospects are referred to as Leads. Have a go through the list below to complete the most common tasks in the CRM.

A step by step guide to important features in the CRM

How to create a new Lead in CRM

How to search for Leads in CRM

How to Run Campaigns on Leads

How to Build Lists for mass communication

How to record a Marketing Campaign

Updated on: 23/06/2023