Enquiries are handled informally
Create a consistent workflow for non-clinical business enquiries and follow-ups.
CRM for Healthcare & Clinics
CRM for Healthcare & Clinics
Organise non-clinical enquiries, customer coordination, follow-ups and ownership with role-based access and clear workflows.
- Lead ownership
- Know who follows up
- Customer history
- Keep context together
- Delivery visibility
- Projects & tasks
- Start free
- No credit card required
Why a CRM matters
When clinic enquiries outgrow informal follow-up
ReltiGrow turns the customer journey into a visible team process.
Customer context is scattered
Keep authorised communication and task history in one place.
Operations need clearer ownership
Assign tasks and next actions instead of relying on personal reminders.
Your workflow
From first enquiry to ongoing customer
A simple stage model gives the team the same view of what happens next.
- 1
Enquiry
Capture business or service interest
- 2
Coordinate
Assign owner and next action
- 3
Follow up
Maintain communication history
- 4
Convert
Track agreed commercial stage
- 5
Support
Manage non-clinical customer requests
Not an EMR or hospital information system
Use purpose-built clinical systems for medical records. ReltiGrow handles non-clinical business enquiries, coordination and customer follow-up.
Connected customer operations
Keep sales and customer work in the same operating view
Use ReltiGrow to manage the relationship before and after conversion, without forcing the team to reconstruct context in separate spreadsheets.
- Structured enquiry handling
- Role-based team access
- Clear customer follow-ups
- Better non-clinical service coordination
What you can run in ReltiGrow
Core CRM capabilities for a growing team
Every plan runs on the same connected customer record. Compare plans and limits.
Leads & deals
Capture, assign and progress opportunities.
Customers
Keep account, contact and activity history organised.
Projects & tasks
Move won work into delivery with clear ownership.
Invoices
Keep billing context close to customer records.
Support
Track customer requests and service history.
Reports
Review pipeline and activity without status-sheet chasing.
Automation
Reduce repetitive reminders and supported tasks.
Integrations
Connect supported tools and optional ReltiGrow WhatsApp.
Questions
Before you choose a CRM
Is ReltiGrow an EMR or hospital information system?
No. ReltiGrow is a CRM for business enquiries and customer operations, not an electronic medical record system.
Should medical records be stored in the CRM?
Use purpose-built clinical systems for medical records. Evaluate your privacy and regulatory requirements before storing sensitive health information in any CRM.
Can access be restricted by role?
ReltiGrow supports role and permission controls so organisations can limit staff access according to their setup.
Which plan fits our team size?
Choose by staff count first: the permanent Free plan covers 1 user, Starter up to 5 staff, Growth up to 10 and Business up to 20. Enterprise sets custom limits. Paid plans can be billed monthly or yearly.
Can we try it before paying?
Yes. Start on the permanent Free plan with one user, or open the live demo account to explore the workflow first.
See CRM for Healthcare & Clinics in action
Bring your current lead-to-customer process to the demo. We will focus the walkthrough on how your team actually works.