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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 Salesforce Agentforce Health?

Agentforce Health is Salesforce’s purpose-built AI CRM platform for healthcare providers, payers, and public health organizations. Previously known as Health Cloud, it connects clinical, operational, and engagement data within a unified and compliant environment. The platform includes healthcare-specific data models, workflows, and interoperability standards to support complex care ecosystems. By integrating EHR systems and third-party applications, it ensures a seamless flow of accurate, real-time information. AI agents powered by Agentforce automate administrative processes, reduce manual workloads, and deliver actionable insights directly in the flow of work. Contact centers benefit from instant summaries of medical histories, eligibility, claims, and provider networks. Integrated Care Management tools enable flexible care plans and close care gaps efficiently. Intelligent document automation extracts and classifies data from faxes and forms to accelerate processing. Population health and disease surveillance capabilities support proactive interventions and faster response times. Built-in compliance and governance features maintain privacy and regulatory alignment. Health Cloud also integrates with Data 360, MuleSoft, Marketing Cloud, Slack, and Service Cloud for expanded functionality. Agentforce Health empowers healthcare organizations to deliver connected, personalized, and efficient care experiences at scale.

Media

Media

Integrations Supported

WhatsApp

Integrations Supported

CareBridge
Concord Cloud Fax
Consensus Harmony
Inspire Planner
PhoneIQ
Provar
Salesforce
Salesforce Agentforce
Salesforce Agentforce Life Sciences
Wufoo

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
Free Trial Offered?

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Surgy Innovation Labs

Date Founded

2020

Company Location

India

Company Website

surgy.health/products/surgy-crm

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/healthcare/cloud/

Categories and Features

Categories and Features

Healthcare CRM

Patient Communications
Patient Management

Hospital Management

Accounting Integration
Appointment Scheduling
Medical Billing
Patient Records Management

Medical Affairs

Not specified

Patient Case Management

Activity Tracking
HIPAA Compliant

Patient Management

Patient Monitoring
Real Time Reporting

Patient Portal

Care Plans
EHR-Agnostic

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