WhatsApp CRM for clinics
Appointment requests arrive on WhatsApp at all hours, and reception can only handle one phone at a time. ChatyFunnel centralizes those conversations in a shared workspace with role-based permissions, replies automatically outside opening hours, and makes sure no quote and no appointment goes without a follow-up.
Book a demoOut-of-hours appointment requests that stop going missing
A patient messages at eleven at night asking for a slot. If that message waits until the next morning, they've often already called another clinic. With auto-replies and welcome messages, the conversation starts immediately and reception picks it up at opening with the context already collected.
- Auto-replies outside the clinic's opening hours
- Welcome message on first contact
- AI agent for first questions and qualification
- Book appointments straight from the conversation
- Shared inbox so reception doesn't depend on a single phone
Fewer no-shows with scheduled reminders
Most missed appointments aren't a lack of interest — nobody reminded the patient they had one. Reminders and tasks are tied to each contact and fire on their own, without anyone checking the diary by hand.
- Reminders and tasks tied to each patient
- Scheduled follow-ups before and after the appointment
- Scheduled follow-ups so no conversation goes unanswered
- Shared templates for confirmations and pre-appointment instructions
Quotes followed through to a yes or a no
An orthodontics quote, an aesthetic treatment, or a physio plan is rarely accepted in the same message it's sent. Each quote sits in a funnel stage — interested, quote sent, deciding, accepted — with the follow-up already scheduled, so you stop finding out a week late that nobody replied.
- Unlimited sales funnels from the Company plan
- A separate funnel per treatment or specialty
- Automatic follow-ups per funnel stage
- Stripe payment links from the conversation
- Contracts and consent forms with signature sent to the patient
Conversations in a workspace you control
When a clinic communicates from personal phones, nobody knows what was said to whom, and the conversations walk out the door with whoever changes job. In ChatyFunnel, conversations live in the clinic's workspace, with role-based permissions deciding what each team member can see and do.
- Role-based permissions for reception, practitioners, and management
- Conversations stay in the workspace, not on personal phones
- Chat assignment by agent, team, or stage
- Absence coverage with automatic reassignment
- Per-agent and per-stage metrics, plus multiple workspaces if you run more than one site
Frequently asked questions
- What is a WhatsApp CRM for clinics?
- It's a system that centralizes a clinic's WhatsApp conversations — appointment requests, price questions, quotes, and follow-ups — in one shared inbox and organizes them by stage. ChatyFunnel lets you assign each conversation to a team member, schedule appointment reminders, and follow up on quotes you've sent, instead of running everything from reception's phone.
- Can ChatyFunnel answer appointment requests outside opening hours?
- Yes. ChatyFunnel lets you set up welcome messages and auto-replies outside the clinic's opening hours, plus an AI agent that asks the first questions. The patient gets an answer immediately and the team picks the conversation up at opening with the information already collected.
- How does ChatyFunnel help reduce no-shows?
- ChatyFunnel lets you schedule reminders and tasks tied to each contact and each funnel stage, so the pre-appointment message goes out without anyone reviewing the diary manually. Each conversation also stays visible in its funnel stage, so you can see at a glance where every patient stands.
- Who can see patient conversations?
- In ChatyFunnel, conversations live in the clinic's workspace and access is controlled with role-based permissions, so each team member sees and edits only what their role allows. Because they aren't run from personal phones, the conversations stay with the clinic when someone leaves the team.
- Can the whole reception team use the same WhatsApp number?
- Yes. ChatyFunnel connects the clinic's number to a shared inbox where several people work at once, with chat assignment and automatic reassignment when someone is away. The Freelance plan includes 1 seat, Company 3, and Enterprise 5.
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No appointment request left unanswered
We'll show you in a demo how to organize your clinic's conversations and automate reminders and follow-ups.
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