Communication
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
From first contact to the post-operative check, almost everything in medical tourism happens on WhatsApp. When those conversations live on personal phones, patient history walks out the door with the consultant who leaves. MoonCRM connects several WhatsApp sessions to the system and keeps the conversation inside the company. The same channel carries the briefings that go out to the hotel hosting the patient and the company picking them up.
What you can do
- Multiple WhatsApp sessions and lines
- Inbound and outbound messages from a chat screen
- Reusable WhatsApp message templates
- Templated briefings to hotels and transfer companies via chat id
- Bulk WhatsApp sending to a saved segment
- Channel, status and skip reason logged for every send
- Daily summary report delivered to managers over WhatsApp
Highlights
Multiple sessions, one screen
Define separate WhatsApp sessions for different brands, branches or languages and let the team work all of them from one inbox.
Saved message templates
Store the messages you send constantly as templates and pick them from a list instead of retyping them every time.
Briefings to suppliers
Hotel and transfer records hold a chat id and their own message templates, so patient details reach the right company over WhatsApp.
Every send is recorded
The channel, the status and — if nothing went out — the skip reason are stored. “Did that message go?” is answered by a record, not a guess.
Getting started
Setup takes three steps
An implementation specialist works with you at every step. No technical team required.
- 1
Connect your line
Open the WhatsApp session from inside MoonCRM. If you run several numbers, each one becomes its own session.
- 2
Write your templates
Save the briefings you send most often as templates so the whole team communicates in the same words.
- 3
Register your suppliers
Add the chat id and message templates for each contracted hotel and transfer company so operational briefings go out in one click.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions Can I use more than one WhatsApp number?
Yes. MoonCRM supports multiple sessions, so you can define a separate line per brand, branch or language and run them all from one screen.
Do hotel and transfer briefings need a separate tool?
No. Hotel and transfer records store a chat id and their own templates, so those briefings go out over the same WhatsApp connection.
Can I see whether a message actually went out?
Notification records keep the channel, the status, any skip reason and the response returned by the service, so every send is traceable.
Other modules
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.
Reporting & Analytics
A per-consultant funnel: contacts, leads with a service assigned, sales and cancellations, each with its conversion rate.
See WhatsApp Integration in action
In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.