Project Overview
A custom CRM helped a healthcare service provider centralize lead capture, automate follow-ups, and improve sales visibility across multiple branches.
Business Challenge
The client was managing leads in spreadsheets, WhatsApp conversations, and branch-level notes. Follow-ups were inconsistent, managers had limited pipeline visibility, and reporting took hours every week.
Solution Delivered
ZeroX Technologies delivered a role-based CRM with enquiry capture, lead assignment, automated follow-up workflows, dashboards, and reporting for management.
Project Objectives
- Centralize lead and enquiry management
- Automate follow-up reminders
- Improve branch-level sales reporting
- Reduce manual coordination work