Medical Tourism CRM Development

Custom CRM Development for Medical Value Travel Company
About Us

We are a medical value travel company assisting international patients (mainly from Bangladesh and other South Asian countries) in getting treatment in India, Thailand, Malaysia, Singapore, and other destinations.
We need a custom CRM system to systematically manage patient journeys, hospital communications, visa/travel processes, and marketing campaigns.

Objectives

Build a centralized CRM to manage patient & attendant details, medical cases, hospital opinions, and travel arrangements.

Automate repetitive tasks (acknowledgments, reminders, hospital communication, etc.).

Enable structured deal stages for tracking case progress from lead intake → treatment completion.

Integrate marketing activities for lead nurturing, campaigns, and referral tracking.

Provide analytics and dashboards for management decision-making.

Core Features Required
1. Patient & Attendant Management

Capture patient demographics (80+ fields including passport, contact, address, attendants).

Upload and manage medical reports, passport copies, visa letters, tickets.

Auto-generate Lead ID / Case ID.

2. Lead & Source Tracking

Capture leads from multiple channels (Website, WhatsApp, Facebook, Partner, Agent, Doctor).

Auto-assign case managers.

Track source ROI and referral performance.

3. Medical Case Management

Upload reports & send them to hospitals.

Track hospital feedback (doctor notes, costs, treatment plan, duration).

Compare multiple hospital opinions in one patient record.

Generate sharable comparison PDFs.

4. Visa & Travel Management

Track Visa Invitation Letter (VIL) request & receipt.

Store visa status & validity.

Manage flight details, PNR, pick-up requests, and accommodation preferences.

5. Financials

Record estimated package costs, additional expenses, and payment mode.

Track advance payments and final settlements.

Insurance/sponsor information if applicable.

6. Deal Stages / Pipeline

Stages: New Lead → Reports Sent → Hospital Opinion → Shared with Patient → Hospital Finalized → VIL → Visa → Travel Booked → Arrived → Under Treatment → Case Closed (Success/Lost).

Visual pipeline / Kanban view for easy case tracking.

7. Marketing & Communication

Email + WhatsApp bulk/segmented campaigns.

Drip campaigns (disease-specific).

Patient education content (guides, success stories, multilingual).

Referral & loyalty program tracking.

Social media lead capture (FB/Instagram ads).

8. Automation

Auto-reminders for pending actions (visa follow-up, ticket sharing, etc.).

Automated acknowledgment messages.

AI-based lead scoring and chatbot integration.

Auto-generation of patient journey timeline.

9. Reports & Analytics

Campaign performance.

Conversion funnel (Lead → Arrival).

Patient source analysis.

Hospital responsiveness tracking.

Case manager performance dashboard.

10. Access & Security

Role-based access (Admin, Case Manager, Hospital Coordinator, Finance).

Secure file storage for medical reports and travel documents.

Technology Preference

Open to Odoo, Zoho customization, or a custom-built CRM (web-based).

Mobile-friendly design (responsive).

Cloud-based hosting with data security.

Deliverables

Fully functional CRM with above modules.

Documentation & training for staff.

Integration with WhatsApp, Email, and (optional) Facebook/Google Ads.

Post-launch support & maintenance.

Freelancer Requirements

Proven experience in building/customizing CRM systems (preferably healthcare or travel domain).

Ability to suggest best platform (Zoho, Odoo, or custom).

Strong skills in automation & API integrations.

Good communication skills and availability for ongoing support.

Next Steps

Please share:

Portfolio/examples of similar CRM projects.

Recommended tech stack/platform.

Timeline & cost estimate.