See where every patient stands — and what's waiting — at a glance.
From new enquiry to photos and X-rays, treatment plan to deposit, flight to procedure day and follow-up — every patient on one board. Your sales process no longer lives in a spreadsheet or a coordinator's memory.
€ 6.700
Hair transplant
Rhinoplasty
€ 10.700
Hair transplant
All-on-4
Medical tourism sales take time. Patients nobody follows up quietly disappear.
Spreadsheets and memory
Who sent photos, who got a plan, whose deposit is pending? The answers are scattered across a spreadsheet, a notebook and three people's heads.
Plan sent, then silence
Patients want time to think after receiving a treatment plan. Without a follow-up reminder, weeks pass and they book with another clinic.
No idea why you lose
Price, response speed, dates? When lost reasons aren't recorded, you repeat the same mistake every month.
Stages that mirror your real patient journey.
Instead of a generic "proposal-won" template, set up your clinic's actual process. Drag and drop cards between stages; each column shows how many patients and how many euros of potential sit in that stage.
- New lead → Contacted → Photos/X-rays received → Treatment plan sent
- Deposit paid → Travel booked → Treated → Follow-up
- Drag-and-drop stage changes; opportunity values in € (or your currency)
- Stages and names fully editable to fit your clinic
- New enquiry128
- Quoted64
- Booked21
A patient card that knows what medical tourism needs.
Treatment type, grafts or implants, planned date, flight, hotel, companion, deposit… Add these to the patient card with custom fields, so the coordinator, transfer team and doctor all read the same card.
- Unlimited custom fields for treatment and travel: text, date, dropdown, number, file
- Stage progress and next step right on the card
- Conversations, appointments and notes on the same patient record
Sarah Mitchell
United Kingdom · EN
Stage 5/8 · Deposit paid
- Treatment
- Hair · 3,500 grafts
- Planned date
- 14.11.2026
- Flight
- LHR → IST
- Hotel
- 3 nights · transfer
- Companion
- 1 person
- Deposit
- € 500 ✓
Learn from the patients you lose, too.
When you mark an opportunity as lost, pick a reason: price, no response, another clinic, medical eligibility, dates. Within a few months you'll see in numbers which problem costs you the most patients.
- A lost-reason list tailored to your clinic
- Lost patients aren't deleted — bring re-engaged leads back into the pipeline
- Report lost reasons by source and by agent
Last 90 days
Lost reasons
- Price too high34
- Stopped responding27
- Chose another clinic18
- Not medically eligible12
- Dates didn't work9
Everything a growing clinic expects from a pipeline.
Multiple pipelines
Separate processes for dental, hair and aesthetics — or separate boards for domestic and international patients.
Values and forecast
A € value on every opportunity; total potential per stage and won revenue.
Filters and search
Filter by country, treatment, source, agent or any custom field and save the view.
Ownership
Every opportunity has an owner; agents see their patients, managers see the whole board.
Tasks and reminders
Add tasks like "ask about the plan in 3 days" to an opportunity so follow-ups never slip.
Oversight by AI CRM Chief
AI CRM Chief flags opportunities stuck in a stage or untouched for too long.
Define your process once — the whole team speaks the same language.
- 01
Set your stages
Break your patient journey into stages; our team helps with a medical-tourism template during setup.
- 02
Add your fields
Define custom fields for treatment, travel and deposit details.
- 03
Run the team
Agents move cards forward with drag and drop; managers watch the board and the reports.
Frequently asked questions
Can we change the stages ourselves?+
Yes. Stage names, order and count are entirely yours. The eight stages on this page are a common starting template among medical tourism clinics.
Can we run more than one pipeline?+
Yes. For example, you can run separate pipelines for dental and hair transplants, or track domestic and international patients separately.
Which currency are opportunity values in?+
You set your account currency during setup; clinics working with international patients usually choose euros.
Do ad leads land in the pipeline automatically?+
Leads from Meta and TikTok lead forms land in your account with their source data. Our team configures which pipeline and stage they open in during setup.
Can we import our existing spreadsheet?+
Yes. You can import contacts via CSV, and our team helps with field mapping during the switch.
Never forget a patient at "plan sent" again.
No per-user fees. Our team helps you set up.