The WhatsApp CRM built for clinics
Patients search for treatments at night. If the enquiry form or missed call gets a response only next morning, they have already booked with whoever replied first. Yuktar fixes the structure: one official number, every chat on a contact record, every deal on a visible pipeline.
From chat chaos to a working system
Patients search for treatments at night. If the enquiry form or missed call gets a response only next morning, they have already booked with whoever replied first. And the cost compounds: handovers fail, promises get lost, and nobody can say what the pipeline actually looks like this week.
Structure fixes it without changing how you sell. One official number the whole team answers from; every conversation attached to a contact with notes, tags and deal stage; automation firing the follow-ups nobody should have to remember. A play like "auto-reply to enquiries 24/7 with a chatbot that books a callback" becomes a stage-change trigger, not a sticky note.
Scattered chats → working pipeline
- 1
One number, whole team
Connect an official WhatsApp Business API number; everyone answers from a shared inbox with internal notes customers never see.
- 2
Chats become contact records
Tags, custom fields and a timeline of every WhatsApp, email and SMS touch — retrievable when the healthcare client calls back months later.
- 3
Pipeline everyone can see
Drag-and-drop stages with lead scoring — deal state stops living in one person’s head.
- 4
Stage changes trigger follow-ups
Move a deal, fire a sequence. In practice: a patient books a dental cleaning — Yuktar confirms instantly, reminds them the evening before with a confirm button, and schedules a 6-month recall.
Built for healthcare team workflows
Shared WhatsApp inbox
Multiple teammates on one official number with assignment, notes and full history the business keeps.
Run vaccination, check-up and recall
Run vaccination, check-up and recall campaigns to patient segments — tracked on stages, not in memory.
Keep every patient conversation in
Keep every patient conversation in one HIPAA-conscious team inbox with assignment, triggered automatically by pipeline movement.
Roles & audit trail
Role-based access and audit logs keep client conversations accountable and recoverable.
WhatsApp messages clinics can copy today
Written for this industry, compliant with Meta template rules — replace the variables and submit for approval.
Appointment confirmation
Hello {{name}}, your appointment with Dr. {{doctor}} is confirmed for {{date}} at {{time}}. Clinic location: {{link}}. Reply 1 to confirm, 2 to reschedule. Please arrive 10 minutes early for registration.
Day-before reminder
Hi {{name}}, reminder: Dr. {{doctor}} tomorrow at {{time}}. If you're on any current medication, please carry the prescription. Reply 2 if you need to reschedule — evening slots are open on {{date}}.
Where healthcare teams bleed deals
Enquiries arrive after hours
Patients search for treatments at night. If the enquiry form or missed call gets a response only next morning, they have already booked with whoever replied first.
No systematic recall or follow-up
Annual check-ups, post-procedure reviews and treatment continuations rarely get scheduled because recalls are tracked on paper — or not at all.
24/7
chatbot answers enquiries after hours
1-tap
appointment confirmations on WhatsApp
Frequently asked questions
What happens to chats when a team member leaves?
Nothing is lost — conversations belong to the workspace, not personal phones. Reassign their contacts and every thread, note and deal stays intact.
Is patient data kept secure?
Conversations run over the official WhatsApp Business API with end-to-end encrypted delivery, and your Yuktar workspace controls team access with roles and audit logs. Avoid sending clinical records in chat as a matter of policy.
Can the front desk and doctors share one number?
Yes. One official number, many team members — conversations can be assigned to reception, billing or a specific practitioner, with internal notes patients never see.
What’s included free?
The free forever plan includes the inbox, pipeline and core messaging; you upgrade only for higher volumes and deeper automation.
First workflows to move in
- Keep every patient conversation in one HIPAA-conscious team inbox with assignment
- Follow up post-consultation with care instructions and review requests
- Send appointment confirmations and reminders with one-tap confirm/reschedule
- Auto-reply to enquiries 24/7 with a chatbot that books a callback
One WhatsApp your healthcare team closes deals from
Inbox, pipeline and automation in one setup session. Start free; upgrade only when volume grows.
Get Started — It’s FreeNo credit card · Free forever · Cancel anytime