Appointments
Enquiry-to-appointment scheduling, status and reminders.
Departments & Services
Service/department catalogue and enquiry routing.
Doctor / Provider Schedule
Non-clinical availability and appointment-routing view.
Referrals
Doctor, corporate, partner and campaign referral relationships.
Follow-ups
Non-clinical follow-up, missed appointment and service communication.
Consent Records
Communication and marketing consent status with evidence.
Packages & Programs
Service packages, program interest and commercial follow-up.
Billing Follow-up
Non-clinical payment reminder and outstanding status.
Camps & Outreach
Health-camp/event enquiries, source and follow-up.
Feedback
Experience feedback, service recovery and review follow-up.
Patient Engagement 360
Non-clinical enquiry, appointments, communications, consent and service journey in one view.
Digital Intake
Configurable non-clinical intake forms, document requests and routing.
Referral Management
Referring provider/partner, service requested, appointment conversion and feedback loop.
Service Journey Workflows
Configurable administrative workflows for enquiry, scheduling, follow-up and service recovery.
Privacy & Consent Center
Communication consent, purpose, expiry/revocation and data-access audit visibility.
Contact Center
Call/WhatsApp/email interactions, routing, response SLA and appointment conversion.
Industry Pipeline
Industry Lead Fields
- Service / Department
- Preferred Appointment
- Consent to Contact
- Referral Source
- Preferred Location
Included in every Nexus CRM
- Lead & contact management
- Sales pipelines and deal tracking
- Tasks, reminders and activity history
- WhatsApp and email communication
- Campaigns, sequences and consent management
- Workflow automation
- AI support and sales assistance
- Employee directory and attendance
- Custom fields and client change requests
- Integrations hub and API-ready connectors
- Subscription access control and billing
- Role-based Client Admin, Manager, Sales and HR access