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Corefactors Healthcare CRM: Personalized Care, Simplified Operations
Enhance communication, deliver personalized care, and improve patient satisfaction- tailored solutions for hospitals, clinics, diagnostic centers, and HealthTech.
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The Healthcare CRM Built for Sales, Marketing & Customer Engagement
Corefactors helps small hospitals, clinics, diagnostic centres, and HealthTech businesses manage leads, automate multichannel campaigns, track field teams, and deliver responsive customer support — all from one unified platform.
A specialized CRM that centralizes walk-ins, digital leads, and test drives into a single unified pipeline. Stop leakages and start converting across every showroom.
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Healthcare Businesses Lose Revenue Without the Right CRM
Sales cycles are complex, customer touchpoints are fragmented, and service expectations are high.
Without a purpose-built CRM, revenue and patient engagement both suffer.
Fragmented Lead Enquiries
Leads arrive via website forms, WhatsApp, missed calls, and walk-ins — with no centralised system to capture, assign, or follow up. Hot enquiries go cold.
Inconsistent Customer Communication
Marketing across Email, SMS, WhatsApp, and Voice is manual and siloed. There is no automation to engage customers at the right time on the right channel.
No Visibility Across Teams
Sales, field operations, and support teams work independently. Managers lack real-time data on lead status, agent productivity, and service performance.
Why Corefactors Healthcare CRM is best?
Whether you’re a hospital, clinic, diagnostic center, or HealthTech business, our CRM is designed to meet your specific needs.
Improve Operational Productivity
Centralize data, automate workflows, and reduce the burden of manual tasks.
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Engage Patients Across Channels
Multichannel communication helps you stay connected with patients and customers, ensuring timely care and engagement.
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Advance Features & AI Insights
Generate personalized, engaging emails and gain deep insights with AI-driven sentiment analysis and call performance monitoring.
Data Security and Compliance
Ensure that all patients data is secure with ISO 27001:2022 and SOC Type II certifications, guaranteeing compliance and privacy.
Tailored Capabilities for Every Healthcare Segment
Whether you are scaling a HealthTech product, managing a clinic, or running
a diagnostic chain — Corefactors adapts to your specific workflows.
Sales Pipeline Management
Track prospects from demo request to deal closure with a structured pipeline and AI-powered lead scoring — so your team always knows who to call next.
Multichannel Marketing Automation
Run automated email, WhatsApp, SMS, and voice campaigns from one platform — triggered by lead activity or scheduled at scale.
Customer Support Ticketing
Manage client queries, technical issues, and escalations with a structured ticketing system featuring intelligent auto-assignment and availability-aware routing.
Customer Success & Retention
Track customer engagement post-onboarding to identify churn signals and proactively drive renewals with journey-based nurturing workflows.
Enquiry & Lead Management
Capture, assign, and track walk-in, call, and digital enquiries in one place — ensuring every prospect is followed up promptly by the right team member.
Patient Engagement Automation
Automate health check nudges, follow-up reminders, and wellness communications via WhatsApp, SMS, Email, and Voice — without manual effort.
Missed Call Campaigns
Let patients and enquirers initiate contact via a missed call — auto-capture their details and trigger an immediate personalised response workflow.
Patient Service Support
Manage all calls with students, parents, and staff from a single platform directly from CRM. Get detailed telephony insights including call logs, call recordings, and sentiment analysis.
Real-Time Field Agent Tracking
View live locations of home collection agents on a dynamic map, review location history for attendance management, and calculate precise travel reimbursements based on actual distance covered.
Virtual Numbers for Hyper-Local Enquiries
Assign dedicated virtual numbers to each centre location for digital marketing — route inbound enquiries to the right branch automatically.
Customer Engagement & Result Sharing
Send lab reports, appointment updates, and health alerts via WhatsApp, Email, or SMS — personalised, timely, and automated at scale.
Customer Support Management
Handle complaints, report queries, and service requests through a ticketing system with real-time customer tracking links shared via WhatsApp or SMS.
Tailored Capabilities for Every Healthcare Segment
Whether you are scaling a HealthTech product, managing a clinic, or running a diagnostic chain Corefactors adapts to your specific workflows.
Health Tech
EdTech companies deal with high enquiry volumes, multiple courses, and the challenge of converting free trial users into paying students. Corefactors automates this at scale.
Sales Pipeline Management
Multichannel Marketing Automation
Customer Support Ticketing
Customer Success & Retention
Hospitals & Clinics
Never miss an opportunity. Automatically capture leads from all your sources and manage them in one central place.
Enquiry & Lead Management
Patient Engagement Automation
Missed Call Campaigns
Patient Service Support
Diagnostic Centres
Managing applicants across multiple universities and countries requires rigorous follow-up, document tracking, and communication. Corefactors brings it all into one structured pipeline.
Enquiry & Lead Management
Patient Engagement Automation
Missed Call Campaigns
Patient Service Support
Everything Your Healthcare Business Needs to Grow Revenue
Corefactors brings sales, marketing, field operations, and customer support into a
single, integrated platform — purpose-built for healthcare business workflows.
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Sales & Lead Management
Centralise all incoming enquiries, manage your pipeline with custom stages, and automate lead assignment to the right agent in real time.
- Smart lead auto-assignment with availability-aware routing
- AI-powered lead conversion scoring (0–100 with action badges)
- Custom lead layouts per team or product line
- Lead validation rules to keep your data clean and reliable
Marketing Automation
Design and execute multichannel campaigns across Email, WhatsApp, SMS, Voice, and Missed Call — from a single platform, at any scale.
- Bulk Email campaigns launched directly from Lead Box
- WhatsApp broadcast and two-way conversation support
- Missed Call campaigns for inbound lead generation
- Journey-based automation triggered by lead or customer actions
Field Sales Management
Give managers complete visibility into field operations with real-time geo-tracking, location history, and distance-based reimbursements — all from the Corefactors mobile app.
- Live location of all field agents on a dynamic map
- Location history per agent for attendance and movement analysis
- Precise reimbursements calculated from actual distance covered
- Configurable accuracy controls (100m to 5km precision levels)
Customer Support
Handle customer and patient service requests with a structured ticketing system featuring intelligent routing, SLA tracking, and multichannel support.
- Availability-aware ticket auto-assignment to active agents
- Branded ticket tracking link shared via WhatsApp, Email, or SMS
- Email-to-ticket and WhatsApp-to-ticket conversion
- Full activity timeline and custom field change tracking
AI & Call Intelligence
Leverage AI-powered insights to improve sales performance — from call sentiment analysis to automated lead scoring and email drafting.
- AI Call Intelligence: sentiment, buying signals, agent scoring
- Lead conversion scoring with recommended follow-up actions
- AI Email Composer using lead context for personalised outreach
- WhatsApp Dashboard for conversation volume and response metrics
Reports & Analytics
Get full pipeline visibility, agent performance data, and communication analytics through intuitive dashboards and exportable reports.
- Lead Dashboard with clickable stage-level drill-down
- Call Dashboard: answered, unanswered, unique call counts
- Support Dashboard: FRT, resolution time, ticket volume by agent
- Attendance & field productivity reports with export capability
AI-POWERED INTELLIGENCE
Make Smarter Sales Decisions with Built-in AI
Corefactors embeds AI into your sales and support workflows — helping healthcare teams prioritise the right leads, coach agents, and communicate faster.
AI Call Intelligence
Analyse call sentiment, detect buying signals, score agents on 14 performance metrics, and receive automated insight reports — without manual call reviews.
Lead Conversion Scoring
AI evaluates lead engagement and assigns a 0–100 score with action badges — "Follow Up Now", "Nurture Later", or "Deprioritise" — guiding your team's next move.
AI Email Composer
Draft contextual, personalised sales emails using lead data (industry, stage, requirements) — reducing time-to-send and increasing response rates.
FIELD OPERATIONS
Full Field Team Visibility for Diagnostic Centres & Healthcare Sales
Corefactors gives managers real-time visibility into every field agent's location and movement — with tools to manage attendance, reimbursements, and on-ground lead activity from the mobile app.
View live locations of all field agents on a dynamic map — know exactly who is where, right now.
Access per-agent location history for accurate attendance management and movement analysis.
Calculate travel reimbursements precisely based on actual distance covered — no manual estimates.
Configure tracking accuracy to your operational needs — choose from 100m, 500m, 1km, or 5km precision.
Field agents manage leads, log tasks, and communicate with customers directly from the mobile CRM app.
Who is this built for?
EdTech Platforms
Online courses, skill development, test prep
Coaching Institutes
UPSC, JEE, NEET, MBA, CA, and more
Education Consultancies
Study abroad, visa counseling, admissions
Learning Service Providers
Tutoring, language institutes, professional training
Not an LMS: Corefactors manages your sales, marketing, and support operations — not course content or learning management.
How Corefactors Empowers Healthcare Institutions
Our CRM is designed to adapt to the unique needs of each healthcare business, ensuring that you have the tools to succeed.
Centralize Your Patient Care
Streamline operations and communications with an integrated, centralized and secured CRM.
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Centralized Patient Records
Easily manage and access all patient data in one place, ensuring up-to-date information across departments and smoother care delivery.
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Walk-in Management
Effortlessly track and manage patient walk-ins, reduce wait times, and ensure a smooth patient flow within your hospital.
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Multichannel Patient Engagement
Reach your patients via voice calls, SMS, Email, and WhatsApp to ensure timely reminders, health updates, and personalized care follow-ups.
Journey Automation
Automate patient communication workflows, from appointment reminders to post-care follow-ups, freeing up time for your staff to focus on critical tasks.
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Patient Support System
Efficiently handle patient queries and concerns through an integrated ticketing system, ensuring no issue goes unresolved.
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Boost Visibility and Optimize Field Operations
Tailored CRM to help you manage medical test enquiries, customers support and engagement, filed operations, etc.
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Virtual Numbers for Visibility
Boost visibility of your diagnostic center using virtual numbers for online marketing and hyper-localization of enquiries to right centers, making it easier for patients to reach you.
Centralized Customer Records
Keep track of all customer data in one place with hierarchy control, streamlining operations and enhancing customer service.
Customer Engagement
Engage with customers through voice calls, SMS, Email, and WhatsApp, sending lab results, appointment updates, and more in a timely and personalized manner.
Journey Automation
Automate workflows to keep customers informed about appointment schedules, test results, and follow-ups, ensuring a seamless experience.
Field Workforce Management
Track and manage field staff for home visits and sample collections, ensuring a high level of coordination and efficiency.
Customer Support System
Resolve customer queries quickly and efficiently with a ticketing system designed for healthcare support, ensuring a smooth service experience.
Accelerate Growth
Manage sales, marketing, customer support, and customer success seamlessly from unified CRM platform.
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Sales Management
Manage your sales pipeline, nurture leads, and track progress with an intuitive CRM that centralizes your sales processes.
Marketing Automation
Automate your marketing campaigns, including email, SMS, WhatsApp, and voice marketing, to engage prospects and customers at scale.
Journey Automation
Streamline customer journeys with automated communication and follow-ups, ensuring every lead and customer receives personalized attention.
Customer Support System
Offer superior support to your customers with a robust ticketing system that tracks and resolves issues efficiently, ensuring high customer satisfaction.
CUSTOMER SUPPORT
Resolve Every Query. Retain Every Customer.
Corefactors Support Box gives healthcare businesses a structured, intelligent ticketing system
ensuring no patient or customer request is ever missed or delayed.
Harness the power of AI to analyze every customer interaction across your dealer group.
Smart Ticket Auto-Assignment
Tickets are automatically routed to available agents based on rules, team, and real-time availability — no manual reassignment needed due to agent leave or unavailability.
Real-Time Ticket Tracking Links
Share a branded, secure ticket status page with customers via WhatsApp, Email, or SMS — they can track progress without calling your support team.
Email & WhatsApp to Ticket
Convert inbound emails from multiple mailboxes and WhatsApp messages into structured tickets automatically — unified under one support view.
Support Performance Dashboard
Track First Response Time (FRT), resolution rates, and ticket volumes by agent, team, and source — with exportable reports for management review.
Journey-Based Support Automation
Trigger personalised WhatsApp, SMS, or Email notifications to customers and agents automatically as ticket status changes — reducing follow-up calls significantly.
Complete Ticket Activity Timeline
Every field change, assignment, and update is logged in a structured activity timeline — giving agents and managers full transparency into each ticket's history.
Hear From Our Happy Customers
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See the CRM comparison for healthcare teams
Designed for Sales & Engagement — Not Clinical Management
Corefactors is a purpose-built sales and customer engagement CRM. It complements
— not replaces — your clinical systems like EMR, HMS, or LIMS.
What Corefactors Does Not Do
Patient record management (EMR / EHR)
Appointment & booking management
Inventory & medical supply management
Invoicing & billing operations
What Corefactors Does
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Sales pipeline & lead management
Multichannel marketing (Email, WhatsApp, SMS, Voice, Missed Call)
Field sales team tracking & visit management
Customer support ticketing & SLA management
AI call intelligence & lead conversion scoring
Journey automation & customer lifecycle workflows
Reports, dashboards & performance analytics
Frequently Asked Questions
What is a healthcare CRM and how is it different from an HMS or EMR?
A healthcare CRM manages the business side of healthcare — sales pipelines, patient and customer communication, marketing campaigns, field team operations, and customer support. An HMS or EMR manages the clinical side — patient records, appointments, diagnostics, and billing. Corefactors is a healthcare CRM; it is designed to complement, not replace, your clinical management system.
Which healthcare businesses can use Corefactors?
Corefactors is built for HealthTech and healthcare SaaS companies, small hospitals, multi-specialty clinics, dental and diagnostic chains, and veterinary hospitals — any healthcare organisation with an active sales function, marketing team, or customer support operation that needs a unified CRM.
Does Corefactors support patient appointment booking or patient record management?
No. Corefactors does not offer patient record management (EMR/EHR), appointment or booking management, inventory management, or invoicing. It is purpose-built for sales, marketing automation, field team management, and customer support workflows. These capabilities integrate with your existing HMS or clinical systems via API and webhooks.
What communication channels does Corefactors support?
Corefactors supports Email (bulk campaigns and one-to-one), WhatsApp (broadcast and two-way conversations), SMS, Voice calls (click-to-call, auto-dial, inbound), and Missed Call campaigns. All channels are managed from within the CRM — no external portal switching required.
Is Corefactors secure and compliant for healthcare data?
Yes. Corefactors is ISO 27001:2022 certified and SOC Type II compliant. The platform also includes role-based access controls, field-level data masking, audit trails, and multi-factor authentication — ensuring that sensitive business and customer data is protected at every layer.
Can Corefactors integrate with our existing systems?
Yes. Corefactors supports REST API, webhooks (push and pull), and lead/ticket creation via API — enabling integration with third-party HMS platforms, payment gateways, telephony providers, and marketing tools. The platform also integrates natively with Facebook Lead Ads, Google Ads, WhatsApp BSPs (Gallabox, Gupshup, AiSensy, Wacto), and multiple cloud telephony providers.
Ready to Streamline Your Healthcare Sales & Customer Engagement?
Book a personalised demo and see exactly how Corefactors works for your team's specific workflows.
Request a Demo
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