Industry
Medical Tourism Agencies
Coordination and visibility for facilitators working with several brands, clinics and suppliers.
For facilitators the job is a two-sided balance: the patient on one side, the clinic, doctor, hotel and transfer company on the other. Information has to flow constantly between them, and running that flow on WhatsApp groups becomes impossible as you grow.
The blockers we see most in the field
Many suppliers, scattered channels
Coordination with hotels, transfer firms and clinics runs across separate groups, and nobody knows who was told what.
No partner visibility
Sending patient details to a clinic means writing a manual summary every single time.
Brands bleed into each other
Several brands share one list and teams end up seeing each other’s records.
Performance is unmeasured
Which consultant closes best, where cancellations pile up — there is no data.
The flow with MoonCRM
End-to-end process
These stages ship with MoonCRM and can be renamed to match your own terminology.
- 1
Patient capture
The lead is recorded with services of interest, country and source channel, then assigned to an organisation and a consultant.
- 2
Partner matching
The case is routed to a suitable doctor and clinic, and role-based access keeps each side to its own records.
- 3
Service assignment and tracking
Services of interest go onto the record, statuses move as the case progresses and reminders keep it warm.
- 4
Operational coordination
Visit details reach hotels and transfer companies as templated WhatsApp messages, and every notification keeps a delivery record.
- 5
Reporting
The consultant-level funnel report, country and channel breakdowns and a daily automated summary reach management.
Metrics worth tracking
These four numbers give the fastest read on the health of a business in this field.
Closing rate per consultant
What is the conversion at each step from contact to sale?
Cancellation rate
Which team is accumulating cancellations and postponements?
Country and channel mix
Which countries and campaigns are your patients coming from?
Referred patient count
How many new records were opened through referral links?
The modules used most in this field
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.
Reporting & Analytics
A per-consultant funnel: contacts, leads with a service assigned, sales and cancellations, each with its conversion rate.
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 give partners and teams limited access?
Yes. Alongside roles and permissions there is role-based status visibility, so a role only sees records in the statuses assigned to it.
How do hotels and transfer companies get informed?
You define message templates for each hotel and transfer company; visit details go out over WhatsApp from those templates and every send is recorded.
I run several brands — can I separate them?
Yes. Each brand is defined as its own organisation with its data kept apart, while management still gets a consolidated view.
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See MoonCRM for medical tourism agencies
In the demo we walk through the ready-made flow for this field using your own cases.