Any CRM Vertical. One Platform. Zero Custom Code.
Most healthcare CRMs are glorified contact databases. Ours generates UI, workflows, AI agents, and API endpoints from metadata schemas. Define the entity, get the CRM. Presets ship for common verticals -- and you can build your own.
Patient CRM
The patient record is a clinical command center, not a row in a table.
Full Clinical Context in One View
Patient 360 with demographics, visits, labs, medications, risk scores, care gaps, journey timeline. Appointment management, treatment tracking, billing integration. Powered by DataCloud golden records and served by NovaHub in real time. When your agent picks up the phone, they already know the patient's full story.
Doctor CRM + B2B CRM + Sales CRM
Each is a preset. One click to deploy. Config to customize. Same infrastructure, different schema.
Doctor CRM
HCP engagement and referral intelligence
Specialization directories, referral tracking, HCP engagement. Track referral patterns and coordinate care across specialists. Know which doctors send patients your way -- and which don't.
B2B CRM
Institutional relationships at scale
Institutional relationships, contract management, partner centres. B2B deals, agreements, and multi-location partnerships -- all in one place instead of scattered across inboxes.
Sales CRM
Pipeline visibility and conversion tracking
Leads, contacts, deals, pipeline, quotes, invoices. Full pipeline management with conversion tracking. If you can track it in a spreadsheet, you should be tracking it here instead.
Same platform, different entity schemas. New presets can be configured for any hospital workflow.
Agent Workspace & Patient 360
One workspace for support, sales, and care teams. Not five tabs. Not three systems.
Unified Agent Command Center
Patient 360 sidebar with full clinical context. Priority-based work queue. SLA tracking with auto-escalation. Call outcome logging. Every interaction recorded against the patient record. Support, clinical follow-up, and sales in one workspace -- because the patient doesn't care which department they are calling.
Tickets, Leads, Tasks & SLAs
Workflow-driven. Configure the rules. The system enforces them.
Tickets
Patient support and operational issues. SLA tracking with auto-escalation -- breaches don't go unnoticed
Leads
New patient acquisition and referral tracking. Pipeline, scoring, conversion. Know your funnel
Tasks
Assignment, due dates, follow-up chains. Logged against patient, doctor, or institutional records. Nothing falls off the list
SLAs
Define response and resolution times per type. Breach? Escalation fires. Automatically
Telephony Integration & Knowledge Bank
Click-to-call from any record. AI assists during the live call, not after.
Telephony
- Click-to-call from any record
- Inbound call routing with patient identification
- Screen pop with Patient 360 on incoming calls
- Call outcome logging (connected, no answer, callback, booked)
Knowledge Bank
- Clinical protocols, FAQs, and scripts
- Searchable by agents during live interactions
- AI suggests relevant articles based on context
- Agent assist for real-time call support
Metadata-Driven Everything
Define the schema. The CRM writes itself -- forms, tables, APIs, workflows, reports. All from metadata.
Auto-Generated UI
Add a new entity. Forms, tables, API endpoints, validation rules, and AI tools appear. No frontend or backend code.
Multi-View System
List, kanban, calendar, tree, timeline. All rendered from schema definitions. Pick the view that fits the workflow.
Detail Layouts
Sidebars, profile headers, metrics cards, related lists -- all configurable. Every record becomes a command center.
Workflow Engine
Visual builder. Query, branch, map, email, SMS, webhooks. Triggers: manual, on-create, on-update, scheduled.
Event System
Create, update, delete, schedule. Chain clinical protocols without engineering involvement.
Reporting
SQL-like query definitions with joins and aggregation. Scheduled generation, export, distribution. Your ops team runs it.
Specialist AI Agents for Every Hospital Workflow
Each agent owns a domain. A coordinator routes queries to the right specialist. Tools are auto-generated from your entity schemas -- add an entity, get new agent capabilities automatically.
Reception Agent
Handles check-in, appointment verification, wait time estimation, and queue management. Hindi and English. Reception queues get shorter on day one.
Doctor Lookup Agent
Searches doctors by specialization, availability, and patient preference. Matches conditions to the right specialist -- not just whoever has the next open slot.
Appointment Booking Agent
Books, reschedules, cancels. Checks real-time doctor availability, sends confirmations, manages waitlists. Your staff does not touch the calendar.
Branch & Services Agent
Branch info, available services, pricing, operating hours. Multi-location aware -- knows which facility offers what.
Emergency Care Agent
Triages emergency queries, escalates critical cases immediately, routes to nearest facility, activates on-call protocols. This one you don't want to be slow.
Build your own agent in the Agent CMS. Define system prompt, select tools, set persona. No code needed.
Preset System: Entire CRMs from Configuration
Every entity, agent, workflow, and report is declarative. Need a Pharma CRM? Define the schema. Deploy. Need a custom vertical? Same process. No engineering project required.
Hospital CRM
LivePatients, Doctors, Appointments, Treatments, Lab Results, Prescriptions, Billing, Branches, Departments -- complete hospital operations from one preset.
Sales CRM
Leads, Contacts, Deals, Accounts, Activities, Products, Quotes, Invoices. Full pipeline management for healthcare sales teams.
Pharma CRM
HCPs, Territories, Samples, Calls, Events, Medical Inquiries, KOLs. Field force automation for pharmaceutical engagement.
Your Custom CRM
Define the entities, configure the workflows, select the AI agents. Any vertical, any workflow -- deployed from configuration in hours.
How CRM Suite Works
Five steps from work queue to outcome.
Work Queue
Priority-basedAgent opens their queue. Highest-priority item is on top -- ticket, lead, task, or follow-up -- ranked by SLA urgency and assignment rules. No cherry-picking.
Patient 360
Instant loadFull clinical context loads instantly via NovaHub. Demographics, visits, labs, medications, risk scores, care gaps, journey timeline. The agent knows exactly who they are talking to.
Assisted Action
AI-assistedAI suggests responses, surfaces knowledge bank articles, and recommends next steps based on patient context. The agent decides. The AI accelerates.
Logging
Full audit trailCall outcome, notes, next steps -- recorded against the patient record. Every interaction captured in the timeline. No separate note-taking app.
Outcome
SLA-drivenSLA tracked. Escalation triggers if thresholds are breached. Workflow advances. Follow-up tasks created automatically. Nothing falls through the cracks.
Eight Capabilities. Complete Operational CRM.
Patient records, agent workspace, workflow automation. All configuration. Your ops team runs it, not your engineering team.
Preset-Driven Deployment
Patient, Doctor, B2B, Sales -- or any vertical you need. Deploy a complete CRM from a preset. Entities, workflows, AI agents, and reports included. New verticals are configuration, not engineering projects.
Patient 360 Workspace
Demographics, visits, labs, medications, risk scores, care gaps, journey timeline. All in one view, loaded in real time from NovaHub. Your agent never has to ask "let me pull up your file."
Ticket Management
Patient support and operational tickets with SLA tracking. Escalation fires automatically when response or resolution thresholds are breached. No manual follow-up chains.
Lead Management
Pipeline, scoring, conversion tracking for new patient acquisition and referrals. Every activity logged against the patient, doctor, or institutional record.
Telephony Integration
Click-to-call from any record. Inbound calls auto-identify the patient. Screen pop with Patient 360 before the agent says hello. Call outcome logged.
Knowledge Bank + AI Assist
Clinical protocols, FAQs, scripts -- searchable by agents during live calls. AI surfaces the relevant article before the agent has to search. Real-time call support.
Metadata-Driven UI
Add a new entity and get forms, tables, API endpoints, and views -- no frontend code. List, kanban, calendar, tree, timeline. Your team ships CRM changes without engineering.
Workflow-Driven Operations
Rules for support, sales, and care teams. Step types: query, branch, map, email, SMS, webhooks. Triggers: manual, on-create, on-update, scheduled. Complex, but config -- not code.
What Ships on Day One
These are not projections. This is what deploys.
“Entities, AI agents, workflows, reports -- all deployed from a preset in minutes. Add more as you need them. Configuration, not code. The next CRM vertical costs nothing to build.”
“Specialist AI agents for every workflow: Reception handles check-in. Doctor Lookup matches specialists. Booking manages appointments. Branch answers facility questions. Emergency triages critical cases. Build more from the Agent CMS.”
“Same platform powers Patient CRM, Doctor CRM, Sales CRM, Pharma CRM. Different entity schemas, identical infrastructure. New presets can be configured for any hospital workflow.”
CRM Suite Architecture
Data at the bottom, operational views at the top. Application Engine and CRM capabilities in between.
Agent Evolution Blueprint
Start with assisted agents on day one. Work toward full autonomy over months. No big-bang AI rollout.
Start: Assisted Agents
Day 1Deploy CRM AI agents that help your staff work faster. Five specialists handle queries alongside your team. Immediate impact, zero workflow disruption.
Grow: Conversational Agents
Month 1-3Add WhatsApp and Voice AI for patient self-service. Appointment booking, lab results, medication refills -- patients get answers at 2 AM without calling your front desk.
Scale: Autonomous Agents
Month 3+Supervisor agents run care gap campaigns, execute outreach, monitor data quality -- while your team sleeps. Full automation with safety guardrails. This is where the ROI compounds.
Frequently Asked Questions
How is CRM Suite different from PEP?
Clear split. PEP does outbound marketing automation -- campaigns, journeys, cohort messaging, ROI attribution. CRM Suite does operational workflows -- tickets, leads, tasks, agent workspace, telephony, patient records. They share a workflow engine but do completely different jobs.
Can we use just Patient CRM without the others?
Yes. Each preset is independent. Start with Patient CRM. Add Doctor, B2B, or Sales CRM later. Same platform, different entity schemas. No re-implementation.
How does telephony integration work?
Click-to-call from any record. Inbound calls auto-identify the patient and pop a Patient 360 before the agent picks up. Call outcomes logged. Works with any SIP-based telephony provider.
What is the knowledge bank?
Protocols, FAQs, scripts -- all searchable during live calls. AI surfaces relevant articles based on conversation context before the agent even searches. They never have to leave the workspace.
How do SLAs work?
Define response and resolution times per ticket type. Breach the threshold? Escalation fires automatically. SLA countdown visible on every ticket. No one can claim they didn't know.
Can we add custom entities?
Yes. Define the entity schema in metadata. Forms, tables, API endpoints, validation rules, and AI tools generate automatically. Zero frontend or backend code. This is how we ship new CRM verticals in days instead of months.
See CRM Suite in Action
We will show you a schema definition turning into a complete operational CRM -- entities, workflows, AI agents, and all.