Sunny CRM’s customizable dashboard gives real-time visibility into patient acquisition trends, referral sources, campaign performance, appointment bookings, and treatment conversion rates.

Sunny CRM provides 360 Patient & Partner View as a comprehensive view of each patient, corporate client, or insurance partner with integrated records that include communication history, visit logs, health services used, and ongoing treatment plans to empower both frontline and back-office teams to collaborate better and deliver personalized care or services.

Reach patients and healthcare partners through their preferred channels whether it’s via email, SMS, WhatsApp. Everything is managed from one Sunny CRM, even if it’s to automate appointment reminders, health education campaigns, seasonal check-up promos, or vaccination drives with ease.

Maintain consistent communication across your health network with customizable templates for check-up reminders, service brochures, patient onboarding emails, or partner outreach.

Clean and segmented contact database of individual patients, corporate accounts, referring doctors, and insurance contacts, categorized by specialty, service usage, location, or health interest to enable targeted engagement and timely follow-ups.

Plan and manage health-related events like blood donation campaigns, doctor talks or health webinars. You can monitor RSVP, send reminders, and sync attendee data directly with CRM workflows for follow-up care or corporate relationship nurturing.

Through Knowledge Management, Sunny CRM provides centralized access to SOPs, treatment protocols, brochures, FAQs, and healthcare compliance materials to ensure medical and admin teams always reference up-to-date and approved resources.

Account Management for the health industry on Sunny CRM helps teams maintain long-term institutional relationships by managing corporate clients, insurance partners, and community programs with structured account profiles.

Lead Management on Sunny CRM empowers your team to engage early and track every opportunity based on service interest, location, or client type. This feature helps capture and qualify leads from referrals, corporate inquiries, insurance partners, or digital campaigns.

Sunny CRM Opportunity Management helps monitor each opportunity’s stage, value, and involved stakeholders to forecast revenue and ensure follow-ups with both individuals and institutional clients.

Manage healthcare service offerings from one Sunny CRM, and tag each offering with eligibility, pricing, and documentation for faster selling and easier onboarding.

With Sales Activity on Sunny CRM, we ensure your sales team stays organized and responsive throughout the customer journey such as planning and documenting all sales interactions including client consultations, follow-up calls, or insurance partner meetings.

You can easily track sales team performance, conversion rates by service line or partner engagement from one Sunny CRM.

Access a complete view of every stakeholder, whether a patient, corporate HR representative, or insurance contact. Communication logs, service usage, preferences, and historical interactions to personalize each engagement and build strong, long-term trust are also included in this feature.

Organize database of patients, doctors, insurers, corporate HR, and referring physicians and categorize them by role, specialty, organization type for more relevant conversations.

Manage corporate accounts, insurance partners, and government healthcare programs with detailed account profiles.

Easily manage SLAs for various healthcare services such as corporate health programs, insurance-covered treatments, or telehealth consultations. Track coverage, turnaround time, follow-up protocols, and renewal terms — all in one Sunny CRM — ensuring compliance and consistent service delivery.

Sunny CRM automatically categorizes each case by type and priority, then routes it to the appropriate medical, admin, or partner service team and efficiently tracks and resolves patient or partner inquiries.

Queue Management from Sunny CRM efficiently assigns support tickets based on urgency, specialization to help your teams respond to patient concerns, insurance queries, or corporate client issues promptly and professionally.

Send consistent, accessible support through email and chats from Sunny CRM to the correct patient, partner, or department, making sure no message slips through the cracks.

With Dashboard & Analytics on Sunny CRM, you can easily track real-time service KPIs and filter the data by department, issue type, or client type (individual vs corporate) to optimize operations and elevate the healthcare experience.

360 Customer View from Sunny CRM helps you provide service and care teams with a full picture of each patient or institutional client such as treatment history, past complaints, appointment logs, and SLA commitments for faster and more personalized support.

Maintain structured records of patients, insurance partners, referring doctors, and corporate clients and categorize them by contacts based on role, specialty, interaction type, or issue history.

With Account Management, Sunny CRM helps you manage long-term account relationships by monitoring active service agreements, communication history, claims escalations, and upcoming renewals.