Project Overview
Gea needed a multi-channel CRM that makes their patients feel like at home. After the MVP was live, we took upon ourselves to build more autonomy into the system. It handled patient management and multi-channel comms via SMS, Email and WhatsApp, depending on what a patient prefers.
Real people were involved in providing the services, but the system handled scheduling, appointments, engagement, campaigns, inventory, and automations/AI.
Our Approach
We designed a simple CRM at first, with solid foundation, that could handle any number of patients, comms, features, and act two-way, between the staff and their patients:
Traditional CRM with full patient history and details
Compliant marketing channels: SMS, Email, WhatsApp
Two-way appointment scheduling with reminders
Inventory management, alerts and automated procurement
The Results
The new platform refreshed their patient care system and transformed their business from bureaucratic to automatic.
