Turn Gmail enquiries into CRM leads — automatically.
Every patient enquiry email becomes a new lead, routed to the right branch with the thread attached.
Read-only Gmail scopes. Revocable any time from your Google Account.
Diagnostic labs run on spreadsheets and WhatsApp groups.
Leads slip through WhatsApp groups
Calls scattered across staff phones, no follow-up trail, and no way to tell which leads were actually worked.
Samples mis-routed between branches
Manual phlebo dispatch over phone means duplicated visits, wrong pincodes, and angry patients.
You can't tell who's actually productive
Spreadsheet dashboards lag by a day. By the time you spot a drop, the week is already gone.
Everything your lab's front office needs, in one place.
Lead Management
- Omnichannel capture — manual, bulk CSV/Excel with inline validation
- Smart filters by telecaller, branch, pincode, call log, Google location
- Lab-specific custom fields without a code change
- Activity timeline on every call, note, and status change
Booking & Scheduling
- Home collection + lab visit in a single booking flow
- Calendar view with per-day volume, status mix, revenue
- Past-date guardrails; reschedule/cancel/reassign with audit
- WhatsApp confirmation in one click
Phlebotomist Tracking
- Live map: Available, En Route, At Patient, Off Duty
- Auto-assign by pincode, current load, availability
- Availability slots with auto-calculated visit capacity
- Leave & off-duty queue with approve/reject
Dashboard & Analytics
- Sales: conversion, telecaller leaderboard, funnel
- Operations: home vs. lab split, phleb utilization, busy slots
- 30-day revenue trend with status breakdown
- Branch performance side-by-side
Multi-Lab Ready
- Lab selector scopes every screen
- Branch-aware catalog, packages, corporate users
- Branch routing on leads, bookings, assignments
- Fallback to the current user's lab by default
Patient Location Capture
- Mobile-friendly Share My Location page
- One-tap share or paste a Google Maps URL
- Pin syncs back to the booking automatically
- Prescription upload carried from lead to booking
Capture → Schedule → Collect
Capture
Lead lands from web, CSV, or telecaller entry. Auto-dedupe on phone, priority-queued, routed to the right branch.
- Omnichannel lead capture
- Dedupe by phone
- Priority queues
Schedule
Convert to booking in one click. Rate list auto-resolves; calendar confirms the slot; WhatsApp goes out instantly.
- One-click lead → booking
- Auto rate-list resolution
- WhatsApp confirmation
Collect
Nearest phlebo auto-assigned by pincode and load. Live map tracks status; sample lands at the lab; report delivers.
- Auto-assign nearest phlebo
- Live status map
- Report delivery flow
From the owner's office to the field.
Trusted by 2000+ Labs
“We finally know which telecaller is converting and which is not. The dashboard became the daily stand-up.”
“The priority queue means I never forget a callback. Converting a lead to a booking is one click.”
“I see my route on the map and confirm each stop. No more phone calls asking where I am.”
Plugs into the tools your lab already runs on.
Gmail
Incoming patient enquiry emails auto-convert into CRM leads with the thread attached.
Google Maps
Pin-drop share, phlebo route, and pincode-aware assignment built in.
Templated confirmations, reschedules, and location requests in one click.
Razorpay
Collect advance or on-collection payments from B2B and retail patients.
Excel / CSV
Bulk lead upload with row-level validation and a downloadable error file.
Locked down where it matters, fast where you need it.
Role-based access
Admin, Manager, Telecaller, Lab Operator — each role sees only what it should.
Audit-friendly timeline
Every call, note, status change, reschedule, and reassignment is recorded against the lead.
Session scoping
User, branches, phlebos, and custom fields load once per session and stay scoped.
Built for speed
Central AuthContext pre-loads reference data so page switches are instant.