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What is SurgyCRM?

SurgyCRM is an innovative cloud-based customer relationship management solution crafted specifically for hospitals to adeptly manage patient inquiries and improve engagement throughout the care continuum. This comprehensive platform merges multiple communication channels—such as websites, chatbots, call centers, WhatsApp, walk-ins, and referrals—into a single, shared inbox that allows for assignment, follow-up, source tracking, and conversion metrics that correspond with hospital information system records. Teams can set care-journey milestones, automate WhatsApp reminders, manage doctor and partner referrals, and collect feedback via QR codes, which are all tracked as tickets. An efficient bilingual chatbot on the website captures inquiries and generates leads, while features like role- and branch-based access, audit trails, and dashboards ensure smooth operations across various locations. Furthermore, a mobile field app enables the documentation of referral visits, guaranteeing that all interactions are systematically recorded. SurgyCRM is designed for hospitals and healthcare organizations, providing seamless integration with existing HIS/HMS platforms through APIs or scheduled data synchronization, and it can also accept data input via spreadsheet imports to accommodate diverse operational needs. This versatile solution is offered as a multi-tenant software-as-a-service platform, promoting collaborative use among a range of stakeholders, thereby enhancing overall efficiency in patient management. Ultimately, SurgyCRM not only streamlines processes but also fosters improved communication and collaboration within healthcare teams.

What is PatientLoop?

PatientLoop is an AI-powered growth platform for dental organizations that combines lead management, call intelligence, marketing attribution, staff coaching, and revenue analytics. The software captures prospective patient activity from phone calls, website forms, advertising, SEO, social channels, and offline campaigns and connects those interactions to booking outcomes. Practices can see which sources generate new patients, what those patients are worth, and how specific marketing channels contribute to treatment revenue. Lead management tools provide summaries, conversion recommendations, automated nurture campaigns, and follow-up workflows for prospects who have not yet scheduled. Automated missed-call texting helps practices respond to opportunities that might otherwise be lost when the front desk cannot answer immediately. PatientLoop’s call analysis features use AI to grade conversations, identify booking behavior, and surface coaching opportunities for employees answering the phone. Reasons Not Booked analyzes unconverted leads and groups them by causes such as insurance problems, no answer, price concerns, shopping around, and scheduling availability. Staff Performance gives each employee a scorecard, highlights recurring weaknesses, provides coaching tips tied to real calls, and tracks team performance trends over time. Leo acts as an AI conversion analyst that can answer natural-language questions about lead flow, call performance, bookings, marketing channels, and revenue while displaying the supporting chart. Marketing ROI reporting connects advertising and lead-generation activity to patient and treatment revenue, helping practices identify which channels are producing returns and which may be wasting budget.

Media

Media

Integrations Supported

WhatsApp

Integrations Supported

Lasso MD

API Availability

API Availability

Pricing Information

$50
Annual subscriptions are scoped per hospital based on selected modules and deployment needs. A custom root domain, branded transactional emails, or a brand-owned Android app listing may incur additional charges.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Surgy Innovation Labs

Date Founded

2020

Company Location

India

Company Website

surgy.health/products/surgy-crm

Company Facts

Organization Name

PatientLoop

Date Founded

2024

Company Website

patientloop.com/dental-practices

Categories and Features

Categories and Features

Dental

Not specified

Healthcare CRM

Not specified

Lead Management

Not specified

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