3x
Increased productivity in healthcare
Kanban CRM for Medical Clinics eliminates repetitive manual tasks and allows your team to focus on efficiently managing patients.
Kanban CRM for Medical Clinics: Turn Presented Plans into Initiated Treatments
The costly part is done: the professional evaluated, created the plan, and presented the price. Revenue depends on what the clinic does in the next ten days.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Clínicas Médicas
The Kanban CRM for Medical Clinics from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of clinics and offices. With a solution developed for the healthcare sector, your team automates scheduling and confirmation of appointments and focuses on what really matters: managing patients.
Healthcare companies face unique challenges in communication and customer relationships. The complete service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of clinics and offices across Brazil.
Results
Benefícios do CRM Kanban para Clínicas Médicas
What changes in the clinic when each treatment plan has a stage and follow-up.
80%
Reduced response time
Serve clinics and offices instantly at any time, leaving no message unanswered.
24/7
Full availability for clinics and offices
Healthcare clients receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve inquiries and demands from clinics and offices quickly, enhancing the customer experience.
Features
Funcionalidades do CRM Kanban para Clínicas Médicas
Recursos projetados para transformar o atendimento no segmento de clínicas médicas.
Drag-and-drop visual pipeline
Move deals between funnel stages with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Clínicas Médicas
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Clínicas Médicas
The healthcare operation formats that benefit the most from a kanban funnel.
clínicas e consultórios de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in scheduling and confirming appointments leads to lost opportunities and daily rework.
clínicas e consultórios em crescimento
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to manage patients effectively.
clínicas e consultórios com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Clínicas Médicas
What's included in the plan for clinics.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant visualization of the pipeline
See in seconds where each deal stands, which need action, and which are stalled.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The evaluation was completed. The treatment, not.
The expensive part has already happened: the professional evaluated, created the plan, and presented the cost. What determines revenue is what the clinic does in the following ten days — and that’s not recorded anywhere.
In practice
How the treatment plan turns into a full schedule
The clinic's funnel does not track the patient: it tracks the decision. Three stages, and one rule — no one stays in the middle without a return date.
The evaluation creates the card
Indicated procedure and presented value are entered as fields of the business.
The budget is valid
The condition is valid until a certain date, and it justifies the follow-up without seeming pushy.
The follow-up is someone's task
The reception receives the daily list with the patient, the amount, and what was discussed.
Refusal becomes information
Price, deadline, or indecision: the recorded reason shows what to adjust in the presentation.
FAQ
Before following up your quotes.
The most common questions about separating funnel and records, LGPD, and follow-up tasks.
How does the Kanban CRM for Medical Clinics work in practice?
The Kanban CRM for Medical Clinics from Nexloo was specifically developed to meet the needs of the healthcare sector. The solution organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, tailored for clinics and offices. In practice, clinics and offices can set up the tool in minutes, connecting their service channels and customizing flows for scheduling and confirming appointments. The system learns from interactions and becomes more efficient over time, allowing your team to focus on managing patients instead of repetitive operational tasks.
Does the Kanban CRM for Medical Clinics have a free plan for clinics and offices?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM for Medical Clinics for clinics and offices. Healthcare professionals can set up the system, connect preferred channels, and test with real scheduling and confirmation demands without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports clinics and offices throughout the evaluation, ensuring full utilization of the available resources for the sector.
How do I connect the Kanban CRM for Medical Clinics to the systems I already use?
Connecting the Kanban CRM for Medical Clinics with tools used by clinics and offices is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the healthcare sector, as well as a RESTful API for specific integrations. Healthcare management, scheduling, financial, and marketing software can be integrated directly. For clinics and offices with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Kanban CRM for Medical Clinics?
The initial setup of the Kanban CRM for Medical Clinics for clinics and offices takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the healthcare sector. Advanced features such as complex automations and integrations with specific systems for clinics and offices may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the healthcare sector that significantly speed up the initial setup and reduce the learning curve.
Is the Kanban CRM for Medical Clinics safe for healthcare client data?
Absolutely. The Kanban CRM for Medical Clinics meets specific security requirements for clinics and offices, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive healthcare client data. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information handled by clinics and offices.
What is the difference between the Kanban CRM for Medical Clinics and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Medical Clinics was built for messaging in the healthcare sector, with a visual pipeline where clinics and offices organize deals by dragging cards. Direct integration with WhatsApp and channels used in the healthcare sector eliminates manual typing, and each card already contains conversation history about scheduling and confirming appointments with follow-up automations to manage patients.
How long until I see results using the Kanban CRM for Medical Clinics?
Initial results with the Kanban CRM for Medical Clinics are visible within the first 48 hours, especially in response speed and organization of service for clinics and offices. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the healthcare sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your evaluation does not turn into treatment
A short conversation to gauge how many treatment plans the clinic presents and how many start.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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