CRM Automation

The Only CRM Built Exclusively for Wellness Centers

Stop using generic CRMs. Get a system that understands Panchakarma cycles, insurance delays, and long nurturing periods.

Reduction in Manual Work

Faster Follow-up Response

Increase in Conversions

Patient Data Visibility

Why Generic CRMs Fail for Wellness

Don't understand Panchakarma treatment cycles

Can't track occupancy and bed management

No insurance claim tracking

Missing EMI and payment plan workflows

Built for Ayurveda, Naturopathy, Panchakarma

Real-time occupancy dashboards

Complete insurance lifecycle management

EMI tracking with automated reminders

Admin, Executive, Doctor, Sales, Receptionist - each with custom permissions and workflows

AI-powered reminders, automated WhatsApp/SMS, never miss a patient touchpoint

YV Connect, our own WhatsApp API - send treatment plans, reminders, invoices via WhatsApp

Callerdesk/Tata Smartflow - record calls, track sources, analyze conversion rates

Live bed availability, room status, booking pipeline, revenue forecasting

Track insurance claims, EMI schedules, payment reminders, approval workflows

Online booking, waitlist management, automated confirmations, calendar sync

Treatment-wise revenue, doctor performance, package conversions, LTV tracking

HIPAA-compliant, encrypted storage, role-based access, audit trails

Panchakarma day-wise progress, therapy schedules, doctor notes, outcome tracking

Auto-qualify leads, assign to best sales rep, track conversion probability

Complete EMR, prescription management, lab reports, treatment history

Seamlessly connects with WhatsApp (YV Connect), Call Tracking (Callerdesk/Tata Smartflow), Payments (Razorpay), and 20+ platforms