CRM built for health tourism

From first inquiry to treatment—keep every patient journey connected.

Plandart CRM brings international patient leads, conversations, treatment quotations, appointments, travel coordination, follow-ups, marketing performance and payments into one workspace—so your team can move faster without losing context between sales and operations.

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Health-tourism focusedMultilingual patient journeysRole-based operations
Plandart
Follow-up due12 patients · Today
New patient messageWhatsApp · Germany
One patient journey from lead to follow-up.
LEADSCOMMUNICATIONQUOTATIONSTRAVELREPORTING
Why health tourism CRM

Fewer lost leads.
Stronger patient journeys.

International patient sales move across languages, time zones, messaging channels, doctors, clinics and travel plans. Plandart CRM is designed to keep the commercial and operational journey connected around each patient inquiry.

01

Respond before leads go cold

Capture inquiries quickly, assign ownership and keep next actions visible so promising leads do not disappear in inboxes.

02

Keep every conversation together

Bring supported messaging, email and form interactions into a shared patient timeline instead of personal phones and scattered chats.

03

Coordinate sales and operations

Carry the approved scope, quotation, appointment and travel context forward when a lead becomes a confirmed patient.

04

Measure what actually converts

Connect source, market, treatment interest, sales stage and revenue outcomes for clearer campaign and team performance reporting.

Connected health-tourism modules

Manage the complete international patient journey.

Use one connected CRM structure from first inquiry through qualification, doctor review, offer, booking, travel, treatment coordination and post-treatment follow-up.

01

Lead & Patient Pipeline

Capture international inquiries, qualify demand, assign advisors and manage every opportunity stage.

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02

Omnichannel Communication

Keep supported messaging, email and form conversations attached to one patient timeline.

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03

Treatment Plans & Quotations

Coordinate doctor-approved treatment plans, quotation versions, currencies and commercial approvals.

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04

Appointments & Clinic Coordination

Schedule consultations, procedures and clinic handoffs with clear owners, dates and status.

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05

Travel & Patient Logistics

Coordinate arrival, transfer, hotel and itinerary details around the treatment journey.

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06

Tasks, Workflows & Follow-ups

Standardize reminders, assignments, approvals and follow-up sequences across teams.

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07

Marketing & Conversion Analytics

Measure lead sources, countries, campaigns, conversion stages and sales performance.

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08

Payments & Revenue Tracking

Follow deposits, balances, payment status and expected revenue alongside the patient journey.

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Lead & Patient Pipeline

Turn international inquiries into structured opportunities.

Give every patient inquiry an owner, source, treatment interest, language, country, stage and next action. Sales teams can work from one prioritized pipeline instead of spreadsheets and personal message lists.

Automatic or manual lead captureBring supported website forms, campaigns and manual inquiries into a consistent lead record.
Qualification fieldsTrack country, language, treatment interest, timeline, budget context and qualification notes.
Advisor assignmentRoute new inquiries by team, language, treatment category or other rules used by your operation.
Pipeline stagesMove each inquiry through defined stages such as new, contacted, qualified, doctor review, offer and won/lost.
Next action disciplineKeep callbacks, reminders, meetings and pending information visible on every patient opportunity.
Source attributionPreserve campaign, partner, referral or organic source information from the beginning of the journey.
See Patient Pipeline in a demo ↗
Plandart
Omnichannel Communication

Keep patient communication visible to the whole team.

Centralize supported communication channels around the patient record so advisors and operations teams can see the latest conversation, previous promises, shared files and next action without relying on individual devices.

Shared patient inboxGive authorized team members a common view of patient conversations and open communication items.
Messaging integrationsConnect supported messaging channels such as WhatsApp through the integrations enabled for your deployment.
Email & form historyKeep relevant email and web-form activity attached to the patient timeline.
Templates & quick repliesStandardize frequently used responses while allowing advisors to personalize the conversation.
Conversation ownershipAssign conversations and make handoffs clear when another advisor or operations user takes over.
Files & contextKeep commercial documents and conversation context available to authorized users within the patient journey.
See Communication in a demo ↗
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Treatment Plans & Quotations

Move from doctor review to a clear commercial offer.

Coordinate the commercial side of treatment planning without turning the CRM into a clinical record system. Track the doctor-review status, approved scope, quotation versions, package details and patient decision in one controlled sales flow.

Doctor-review coordinationTrack when required information has been collected, sent for review and returned to the sales team.
Approved treatment scopeRecord the treatment scope communicated by the authorized clinical team for quotation purposes.
Quotation versionsCreate and follow revised offers while preserving previous commercial versions and dates.
Multi-currency offersPresent pricing in the currencies used by your international sales operation, according to your configuration.
Package componentsOrganize treatment, transfer, accommodation or other commercial package elements where applicable.
Acceptance & deposit statusTrack whether the offer is pending, accepted, declined or waiting for deposit confirmation.
See Quotations in a demo ↗
Plandart
Appointments & Clinic Coordination

Make the handoff from sales to clinic predictable.

Once a patient confirms, move the right commercial and operational context into appointments and clinic coordination. Keep dates, responsible teams, status changes and special operational notes visible in one journey.

Consultation schedulingPlan online or in-person consultations with the relevant clinic, doctor or coordinator.
Procedure appointmentsTrack scheduled treatment dates and operational status without replacing the clinic’s medical record.
Calendar visibilityGive authorized teams a shared view of upcoming patient activity and capacity-related commitments.
Pre-arrival checklistTrack requested documents, confirmations and non-clinical preparation steps before arrival.
Internal handoverTransfer ownership from sales to operations with the agreed offer, dates and patient context preserved.
Changes & cancellationsRecord reschedules, cancellations and action owners so every team sees the latest plan.
See Clinic Coordination in a demo ↗
Plandart
Travel & Patient Logistics

Coordinate the journey around the treatment—not in separate chats.

Keep arrival, transfer, hotel and itinerary details connected to the confirmed patient record so operations teams know who is coming, when they arrive and what has been arranged.

Arrival & departure detailsRecord flight or transportation timing and the operational details your team needs for coordination.
Airport transfersAssign transfer requests, pickup times, drivers or providers and completion status.
Accommodation trackingKeep hotel, check-in, check-out and reservation references available to authorized operations users.
Patient itineraryCombine travel and appointment milestones into a practical operational itinerary.
Companion informationRecord relevant non-clinical companion and logistics details where needed for the journey.
Operations handoffsConnect sales, clinic, transfer and hospitality responsibilities around one patient timeline.
See Travel Coordination in a demo ↗
Plandart
Tasks, Workflows & Follow-ups

Make the next action automatic, visible and owned.

Health-tourism sales depends on timing. Build repeatable workflows for new-lead response, document collection, doctor review, offer follow-up, deposit reminders, arrival preparation and post-treatment contact.

Task automationCreate tasks when stages change or defined events occur, according to your workflow configuration.
Follow-up sequencesStandardize when and how advisors should re-contact patients who have not yet decided.
Reminders & due datesKeep time-sensitive actions visible before they become overdue.
Approval workflowsRoute discounts, quotation exceptions or operational decisions through the responsible roles.
Team queuesOrganize work by advisor, language team, clinic, treatment group or operational responsibility.
Activity historyPreserve status changes, assignments and completed actions for a clearer operational audit trail.
See Workflow Automation in a demo ↗
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Marketing & Conversion Analytics

Know which markets and campaigns become real patients.

Connect lead source and patient pipeline outcomes so marketing and sales teams can analyze countries, channels, campaigns, treatment interests, advisor performance and conversion stages from one reporting layer.

Source & campaign reportingCompare lead volume and downstream outcomes by source, campaign, partner or referral channel.
Country & language analysisUnderstand demand and conversion performance across the international markets you serve.
Funnel conversionMeasure movement from lead to contact, qualification, offer, deposit and confirmed patient.
Advisor performanceReview activity, pipeline ownership, response patterns and commercial outcomes by team or advisor.
Treatment demandSee which treatment categories generate inquiries, offers and confirmed patients over time.
Revenue attributionConnect confirmed revenue or payment outcomes back to the commercial source when your data model supports it.
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Payments & Revenue Tracking

Keep commercial commitments visible after the offer is accepted.

Follow deposits, payment milestones, outstanding balances and expected revenue alongside the patient journey. Give sales, operations and finance teams a shared commercial view without turning the CRM into a full accounting system.

Deposit trackingRecord requested and received deposits against the related patient opportunity and quotation.
Payment milestonesDefine expected payment steps around booking, arrival or other commercial milestones.
Outstanding balancesSee remaining amounts and payment status before key travel or treatment dates.
Multi-currency visibilityTrack commercial amounts in currencies used by your international operation according to system configuration.
Revenue forecastBuild a clearer view of expected revenue from accepted and confirmed patient journeys.
Finance handoffShare payment context with finance teams and plan integrations with accounting or payment systems where available.
See Payments in a demo ↗
Plandart
One patient timeline

See what happened, what was promised and what comes next.

Plandart CRM keeps commercial and operational context around the same patient journey—from first source and message to offer, booking, arrival and follow-up.

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Patient-centered timelineKeep conversations, tasks, quotations, appointments and logistics linked to the same journey.
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Clear ownershipMake the responsible advisor, coordinator and next action visible at every stage.
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Smooth team handoffsPass context from marketing to sales, sales to clinic operations and operations to follow-up without starting over.

Plandart CRM supports commercial communication and operational coordination. Clinical records and medical decisions should remain in the appropriate authorized clinical systems.

Plandart
A repeatable patient workflow

From inquiry to aftercare follow-up.

A strong health-tourism operation makes every stage clear. Plandart CRM can support configurable workflows that keep responsibility and context visible as the patient moves between marketing, sales, clinical coordination and operations.

1

Capture

Create the inquiry with source, country, language and treatment interest.

2

Qualify

Understand intent, timing and required information; assign the right advisor.

3

Coordinate review

Collect the required information and coordinate authorized doctor review.

4

Convert & prepare

Send the approved offer, confirm deposit, appointments and travel arrangements.

5

Deliver & follow up

Coordinate the visit and keep post-treatment communication and follow-up tasks visible.

Plandart
Built around international patient operations

Your CRM should follow the patient journey—not force your team into spreadsheets.

Health-tourism businesses differ by treatment portfolio, markets, languages, clinics, sales teams and operational partners. Plandart CRM is positioned around configurable workflows and role-based access so the system can reflect how your organization actually works.

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Configurable stages & fieldsAdapt pipeline stages, qualification fields, treatment categories and operational checklists to your model.
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Role-based accessGive marketing, advisors, coordinators, management and finance the information relevant to their responsibilities.
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Integration-ready approachPlan connections with supported messaging, advertising, accounting, payment or clinical systems as your deployment requires.
Build a connected patient operation

Ready to manage international patients from one CRM?

See how Plandart CRM can be shaped around your health-tourism sales pipeline, communication model, clinic coordination and reporting needs.

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