For medical, dental and allied health practices
Practice Enquiry CRM & Follow-up
Organise administrative marketing enquiries, response ownership and next actions in a scoped CRM workflow. Clinical records remain in the practice’s appropriate systems.
Get your practice snapshot
The intended outcome
A visible enquiry process that helps your team know who should respond and what happens next.
A good fit when
You know what needs attention.
- Marketing enquiries have no consistent response owner
- Your team cannot see which administrative action comes next
- You need a defined hand-off between the website, reception and existing systems
What is included
The work you can expect.
- One CRM workspace
- One pipeline of up to eight stages
- One form and one calendar
- Up to five workflows with mapped triggers and up to eight actions each
- Up to eight email or SMS templates
- Up to two native lead-source integrations
- Source and campaign fields
- Operational dashboard
- User roles and access review
- Test leads and launch QA
- One administrator training session
- System notes and monthly support review
What we track
The signs that tell us what to do next.
- Response time
- Stage conversion
- Follow-up completion
- Source quality
Outside this scopeWhat is not included.
- CRM platform subscription and usage fees
- Custom API development
- Migration of more than 1,000 records
- Large duplicate-cleansing programmes
- Multiple brands or sales pipelines
- Voice AI and call-centre operations
- Payments, ecommerce or regulated data workflows
- Around-the-clock support coverage
- Clinical advice, diagnosis, triage or a replacement for the practice’s clinical record system
What we need from youYour part of the work.
- Own licences, platform access and team users
- Provide lawful consent, privacy settings and contact data
- Complete phone and email registration for the account
- Define clean sales stages, owners and follow-through rules
- Nominate a sales-process owner and complete the workflow review
- Monitor live opportunities and maintain team response behaviour
- Nominate a reviewer for clinical information, practitioner details and service claims
- Provide business information and approved source material; do not place clinical records in marketing tools
Getting startedHow the first few weeks work.
- Map the actual enquiry-to-booking process and ownership
- Confirm data sources, consent, integrations and account permissions
- Freeze stages, workflow counts and template allowances
- Prepare test leads, launch plan and ownership handover
Timing: Three-month implementation with process map, staged build and testing, then launch, training and monthly optimisation.
How the work runs
A clear rhythm from start to review.
- 01Map
- 02Configure
- 03Test
- 04Handover
Questions
A few things people often ask.
How is this adapted to a healthcare practice?
We agree the service journey, practitioner capacity, source information and review responsibilities before delivery. Your nominated practice reviewer checks clinical information and claims. Any booking or practice-system integration requires a separate access and scope review.
How does custom crm start?
We begin with discovery, access and a written scope. Deliverables, responsibilities, timing, measurement and exclusions are clear before delivery starts.
What will it cost?
We will shape a scoped quote around your pipeline, follow-up journeys, integrations, team training and support needs.
Can this work with our existing team and suppliers?
Yes. Social Loom can own a focused workstream or coordinate with your team and specialist partners. Every hand-off and review point is named in the scope.
What does the setup fee cover?
Setup covers mapping, build, testing, onboarding and launch readiness for one defined pipeline and the scope defined in this service.
Which fees are separate from the package?
CRM platform, message, payment or ecommerce extensions, and custom API development are separate unless included in the written scope.
Is the service guaranteed to increase bookings?
No. We improve visibility and follow-through, but bookings and revenue are not guaranteed outcomes.
Start a conversation
Talk through custom crm.
Tell us what should work better. We will look at the gaps between attention, action and follow-through before recommending a scope.