Sales
Aftercare & Review Tracking
Sale date, Trustpilot and Google Maps reviews, satisfaction survey, warranty document and health notes tracked in one place.
In medical tourism the next patient usually arrives because of the last one’s review. Most teams still stop following up the moment the sale closes: nobody asks for the review, the satisfaction survey never goes out, the warranty document is forgotten. MoonCRM turns those aftercare steps into concrete flags on the patient record, so who left a review and who received their warranty becomes data you can filter.
What you can do
- Sale date recorded on the patient
- Trustpilot review collected flag
- Google Maps review collected flag
- Satisfaction survey sent status
- Warranty document delivered status
- Free-text post-operative health notes
- Dated reminders for follow-up calls
- Personal referral link for a happy patient
Highlights
Review tracking
Trustpilot and Google Maps reviews are flagged separately, so who was asked and who actually responded is visible on the record.
Satisfaction survey
Whether the survey was sent lives on the card, so you can filter and gather every patient who has not received it into one list.
Warranty document
Whether the post-treatment warranty was delivered is tracked, so an objection months later is answered with a record.
Health notes
Post-operative condition, recovery progress and things to watch for are stored as free text on the patient’s own record.
Getting started
Setup takes three steps
An implementation specialist works with you at every step. No technical team required.
- 1
Mark the sale
Record the sale date on the card — your aftercare lists are built from it.
- 2
Set the follow-up rhythm
Use reminders to decide which day after the operation each patient gets called, instead of relying on memory.
- 3
List what is missing
Filter patients whose survey has not gone out or whose review is still missing and close the gap with a bulk message.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions Which review platforms are tracked?
The patient record carries separate flags for Trustpilot and Google Maps, so you can see per patient whether the review was collected.
Does MoonCRM produce the warranty document?
You prepare the document; MoonCRM tracks whether it was delivered and lets you keep the file attached to the patient record.
How do I find aftercare gaps?
The aftercare fields are filterable — list every patient who has not received the satisfaction survey, for example, and contact them in bulk.
Other modules
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
See Aftercare & Review Tracking in action
In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.