🩺For Doctors and front-desk teams

WhatsApp CRM for Medical Clinics

From first contact to booked procedure: a pipeline with open value, automatic confirmation and conversion rate on the dashboard.

30-40%
No-show reduction with an automatic reminder
20-30%
Patients who rebook after the annual recall
Doctors and front-desk teams: real pain points

Recognize any of these problems?

1

A 20–30% no-show rate from appointments nobody confirmed

2

The receptionist handling the phone, WhatsApp and a patient at the counter all at once

3

The annual check-up patient disappears for years because there is no recall

4

Private-payment collection stalls cash flow for lack of follow-up

Ready-made templates for Medical Clinic

4 ready-to-use messages

Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.

1

Appointment reminder (24h ahead)

Hi {{nome}}! Reminder: appointment tomorrow ({{data}}) at {{horario}} with Dr {{medico}}. Can you confirm? Reply 1️⃣ YES or 2️⃣ RESCHEDULE.

2

Intake before the first appointment

Hi {{nome}}! To speed up your first visit to {{clinica}}: 1) Do you have any allergies? 2) Are you taking any medication? 3) What is the main reason for the appointment?

3

Annual check-up recall

Hi {{nome}}! It has been a year since your last appointment with Dr {{medico}}. How about booking a check-up? I have slots this week.

4

Test result available

Hello {{nome}}. Your {{tipo}} test is ready. You can collect it from {{data}}. If you prefer it digitally, I can send it right here (with your authorisation).

Use cases

Medical Clinic: what CRPRO solves

Automatic reminder 24h and 2h before the appointment

Intake questionnaire to speed up the first visit

Annual check-up recall

Automated collection for private consultations

Medical Clinic: recommended integrations

iClinicDoctoraliaAsaasn8n

Frequently asked questions

Medical Clinic: questions about WhatsApp CRM

Does the CRM send automatic appointment reminders?▾
Yes. 24h and 2h ahead. It cuts no-shows by up to 40%. It collects the confirmation automatically (the patient replies YES/RESCHEDULE) and updates the calendar.
Does it integrate with clinic systems (TASY, MV, Doctoralia, iClinic)?▾
Through an integration or automatic intake (n8n, Zapier or custom). When an appointment is booked in the system, it fires a message. When the patient confirms, it is marked in the system.
Does official WhatsApp for business meet data protection law for health data?▾
Yes. The conversation reaches the CRM from Meta over an encrypted connection (TLS) and is stored encrypted at rest. Safer than standard email. Documenting patient consent is essential.
Does private-payment collection over WhatsApp work?▾
Yes, through integration with Asaas, PagSeguro or Mercado Pago. A payment link inside the conversation, the patient pays, the system confirms.

Comparing WhatsApp CRMs?

See how CRPRO compares with the most searched options on the market.

WhatsApp CRM for other industries

CRPRO adapts to the routine of every kind of business. See other industries:

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Medical Clinic: start using CRPRO today

Multi-agent inbox, AI, kanban, and the official Meta API. R$ 249,90/mo or R$ 499,90 with AI — try free for 7 days, no card required.

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