Last updated: 2026-10-12
WhatsApp CRM for clinics and medical practices
Patients already message clinics on WhatsApp. The problem is that one front-desk phone can't keep up with booking requests, confirmations, rescheduling and questions at the same time. A WhatsApp CRM turns that phone into a shared, organized inbox.
Where clinics lose patients
- Messages that arrive after hours and are only answered the next morning, when the patient has already booked elsewhere.
- Appointment confirmations sent by hand, one by one, or not at all.
- Several receptionists answering the same phone without knowing who replied to whom.
- No record of which campaign or ad brought each patient.
How Veylo helps
- A shared inbox where each conversation has an owner and a status, so two receptionists never answer the same patient.
- Automated flows that greet the patient, ask what they need and offer available options 24/7.
- An AI agent that answers common questions (location, hours, procedures) using only the information you provide, and books appointments in the calendar.
- Scheduled messages and follow-ups for confirmations and reminders.
- Approved templates to reach patients outside WhatsApp's 24-hour window through the official API.
A simple pipeline for clinics
A common setup is: New contact → Interested → Appointment booked → Attended → Returning patient. Moving the card between stages shows where patients drop off, and the value field lets you forecast revenue from booked procedures.
Frequently asked questions
Can the clinic keep the same WhatsApp number?
Yes. You can connect the number you already use by QR Code or through Meta's official API in coexistence mode, and it keeps working on the phone.
Can the AI give medical advice?
No. The AI agent should only answer operational questions with the information you configure, and hand clinical questions to your team.
Run your WhatsApp sales in one place
Plans from US$ 297 / € 297 per month. Cancel anytime.
See pricing