Frequently asked questions

MoonCRM is a cloud-based customer relationship management system built by Moon Workshop specifically for companies working in medical tourism. It brings the entire journey — from a lead’s first message through operations to post-operative satisfaction and warranty follow-up — onto one platform.

Hair transplant clinics, dental clinics, aesthetic and plastic surgery centres, bariatric surgery teams, eye clinics and medical tourism facilitators bringing in international patients. What they share is managing patients who come from abroad.

MoonCRM was created by Moon Workshop, a software company focused on tailored solutions for specific industries. The product has been shaped since its first release by feedback from medical tourism businesses in the field.

General CRMs manage a sales funnel; medical tourism is an operations business that starts after the sale. Hotels and room types, transfers, arrival and departure flight codes, companion counts, doctor assignment, dental treatment charts, repeat visits and post-operative satisfaction, review and warranty tracking either do not exist in general tools or require expensive customisation. MoonCRM ships with them as ready fields.

Standard setup typically completes within a few business days, depending on how much data is migrated, how many roles are defined and which channels are integrated. An implementation specialist works with you throughout.

Yes. We import your Excel or CSV files with field mapping. A test import is run first and the go-live only happens once data accuracy is confirmed.

Yes. Separate online training sessions are held for consultant, operations and admin roles, and recordings are shared for onboarding new staff later.

MoonCRM is delivered as a cloud service. We assess dedicated hosting needs at enterprise scale separately — just mention it in your enquiry.

Data is transmitted over encrypted connections, restricted by role-based access control and backed up regularly. Every view and change is written to an audit log with the user and timestamp.

MoonCRM supports the technical and organisational measures you need: access control, audit logging, retention and deletion workflows, and records of information notices and consent. Your business remains the data controller; MoonCRM acts as processor and provides the supporting infrastructure.

No. Logs cannot be altered or deleted by users. That is the foundation of auditability and a critical safeguard for any business handling sensitive health data.

No. All data stays with the company. You deactivate the user and hand over their portfolio. Keeping export permission with administrators only also prevents bulk data extraction.

No. You connect your existing business number to MoonCRM and nothing changes for your patients.

Yes. Once your Meta lead forms are connected, submissions arrive in the CRM in real time, tagged with their source and assigned to a consultant by rule.

Yes. MoonCRM runs in the browser and is mobile-friendly, so consultants can view records and add notes from their phone.

User count is set by your plan and can grow with you. We also offer a separate structure for limited partner users such as clinics, hotels and transfer companies.

Medical tourism teams work across cities and countries and enter data on the move. A cloud system gives access from anywhere, automatic backups and instant updates — none of which desktop software can offer.

Excel has no permissioning, no way to see who changed what, no protection against a silently deleted row, and a file can be copied and taken out of the company in seconds. For a business handling sensitive patient data, those risks are not acceptable.

Pricing depends on user count, the active modules and usage-based components such as WhatsApp and AI. We prepare a tailored quote after understanding your requirements.

Yes. We walk through the system against your own process in a screen-shared call, usually around 30 minutes.

We offer monthly and annual options, with better pricing on annual commitments.

Support is available over WhatsApp, email and phone. We provide more intensive assistance during the first period after go-live.