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Features & Capabilities

Built around the way your sales team actually operates.

One cohesive CRM platform connecting lead capture, custom entity mapping, automated assignment rules, 2-way WhatsApp communication, and commercial analytics.

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THE PATIENT LIFECYCLE

Keep Every Patient Relationship Moving

From the first enquiry to appointments, follow-ups, repeat visits, and reactivation, Ledsak helps your team keep the next step easy to see.

ENQUIRY CAPTUREIntegration Centre + Lead Routing & Distribution

Get Every New Patient Enquiry to the Right Team

Patient enquiries may come through Meta Ads, Google Ads, Facebook, Instagram, WhatsApp, website forms, Google Forms, or Tawk.to. When staff have to check each source separately, the first response can take longer.

Get enquiries into Ledsak as they arrive.
See where each enquiry came from.
Send each enquiry to the right team or location.
Patient Enquiries
CONTACT & FOLLOW-UPIn-App WhatsApp Business + AI Call Summaries + Workflow Automation

See What Was Discussed and Who Needs Follow-Up

A patient may message on WhatsApp, call later, and speak with someone else the next day. Ledsak keeps this communication connected so staff do not lose context. Teams can manage WhatsApp and calls through WATI, Gallabox, Servetel, and Cube Dialer integrations.

See WhatsApp conversations and earlier activity before replying.
Check the main points from calls with AI Call Summaries.
Set reminders and give follow-ups to the right person.
Patient Follow-Ups
BOOKED APPOINTMENTWorkflow Automation + WhatsApp / Email / Calling Tools

Keep Confirmations and Reminders on Time

Once an appointment is booked, there may still be a confirmation, reminder, or call needed before the patient visits. When these tasks depend on memory, they can be delayed. Workflow Automation can create follow-up tasks and reminders around the booked appointment.

Record when the appointment is booked.
Set confirmation and reminder tasks.
Keep pre-visit follow-ups easy to find.
Appointment Follow-Ups
VISIT & NEXT FOLLOW-UPCustom Stages + Workflow Automation

Set the Next Action After Every Visit

After a visit, a patient may need another appointment, callback, or check-in. If that next action is not recorded, staff may have to remember it later. Ledsak supports configurable stages, while Workflow Automation can create the next task, reminder, or escalation based on the process your team uses.

Update the patient stage after the visit.
Add the next appointment or follow-up.
Give the next task to the right staff member.
Patient Follow-Ups
REPEAT VISIT & REACTIVATIONCustomer Journey Tracking + Workflow Automation

Know Which Patients Need a Follow-Up

Returning patients may already have earlier calls, visits, and follow-ups recorded. Customer Journey Tracking keeps this history together, while Workflow Automation sets future follow-ups and reactivation tasks.

Check earlier activity before reaching out again.
Set reminders for future visits or follow-ups.
Create follow-up tasks for eligible inactive patients.
Patient Reactivation
LEDSAK CORE DIFFERENTIATOR

Set Up Patient Records Around Your Healthcare Workflow

Most CRM software for healthcare is built around sales. A CRM in the healthcare industry needs to match consultations, bookings, treatments, departments, and follow-ups.

LEDSAK CONFIGURABLE ENGINE

Custom Entity: Treatment Consultation Record

Schema Active

Made for dermatology and aesthetic clinic teams:

Treatment InterestHair Transplant
Consultation StatusBooked • 12 Sep
Booked
Assigned BranchGurgaon
Advance Deposit₹2,000 • Paid
Paid
Keep treatment, consultation, booking, and follow-up details with the same patient.
Mobile First Rep Access

Full CRM power on iOS and Android.

Your counsellors and sales reps on the field or at clinic desks never miss a beat. Send WhatsApp templates, log call outcomes, and update consultation stages directly from mobile.

Instant push notifications on new high-intent lead assignment
Click-to-WhatsApp messaging directly from lead profile
Offline record caching for site visits and clinic consultation rounds

Ledsak Mobile App v3.2

Available on Apple App Store & Google Play Store for active Ledsak workspace users.

Experience Ledsak with your real workflow.

See how Ledsak streamlines your team's lead capture, patient communications, and conversions.