Back to customer stories
SaiShree Vitalife Hospitals
Pune
New: India's DPDP Act requires all healthcare providers to be compliant by May 2027. See how Prodoc helps.
Centralised
lead capture and tracking across channels
Automated
multilingual WhatsApp follow-ups and promotions
Real-time
tracking of visits and team activities
End-to-end
tracking of partners, doctors and referrals
One View
CRM, field force and referral data connected
Building a connected system for lead management, patient engagement, field force operations and referral partner management.
SaiShree Vitalife Hospitals, a multi-speciality hospital, faced two connected challenges. On the CRM side, managing leads from multiple sources was difficult, with limited visibility into lead status, follow-ups, and conversions — manual tracking made timely engagement hard to sustain. On the referral side, managing field team visits and monitoring performance was fragmented, with little real-time visibility, while maintaining strong connectivity with referral partners and referring doctors required significant manual effort to track.
Prodoc AI brought Saishree Vitalife's CRM and referral operations into connected digital workflows. The Patient Engagement CRM centralised leads from multiple channels, giving complete visibility from initial enquiry to conversion. It let the team capture leads from multiple sources, automatically allocate them to relevant team members, qualify and prioritise enquiries, track leads through defined stages, automate follow-ups, engage patients over WhatsApp in multiple languages, run targeted WhatsApp promotions, and track team and campaign performance.
Alongside this, Prodoc's Partner & Referral Management platform brought referral partners, doctors, and field teams into a structured system — centralising partner and doctor profiles, enabling field visit planning and real-time activity tracking, capturing and tracking referrals, monitoring field force performance, and surfacing partner-wise referral analytics. Instead of scattered spreadsheets and individual follow-ups, teams could see all activity and performance in one place.
Implementation began with mapping Saishree's existing lead, patient engagement, and referral workflows. Prodoc then configured the CRM around lead stages, qualification, ownership, and follow-up processes, while bringing referral partners, referring doctors, and field activities into the PRM workflow, with WhatsApp integrated for patient and partner communication. Prodoc continued supporting Saishree with workflow optimisation, automation, reporting, and platform maintenance as requirements evolved.
Before
- Limited visibility into lead status, follow-ups, and conversions across multiple sources
- Manual tracking made timely engagement with every lead difficult
- Fragmented, low-visibility monitoring of field team visits and performance
- Referral partner and doctor relationships tracked manually with significant effort
What we did
- Centralised leads from multiple channels into one CRM with automated allocation and qualification
- Automated multilingual WhatsApp follow-ups and promotions
- Brought partners, doctors, and field teams into a structured PRM workflow
- Enabled real-time field visit planning, tracking, and referral analytics
After
- Clearer, end-to-end visibility from enquiry to conversion with fewer missed leads
- More consistent communication and stronger conversion opportunities
- Improved field force accountability and productivity
- Stronger partner engagement and clearer referral performance
- Faster, data-driven decisions across acquisition and referral growth
Key takeaways
- For SaiShree Vitalife Hospital, the transformation was not simply about adopting another CRM. It was about connecting two critical growth engines of the hospital: patient acquisition and referral partnerships. With Prodoc AI, teams gained one connected system to manage leads, engage patients, monitor field activities, strengthen referral relationships and improve visibility into conversions.
Prodoc has helped us bring our CRM and PRM processes onto one platform, enabling better patient engagement and seamless WhatsApp connectivity. We now have greater visibility into leads, field team activities, referral partners, and referrals, helping our teams improve follow-ups, strengthen partner relationships, and drive better conversions.
Ashok Kalluraya
Founder, Vitalife Group