Notion Healthcare CRM

If you’re looking to build a CRM in Notion for your healthcare company, you’re in the right spot. By using Notion to build your CRM, you can create the custom healthcare CRM that you need in your favourite tool.

Notion Healthcare CRM

If you’re looking to build a CRM in Notion for your healthcare company, you’re in the right spot. By using Notion to build your CRM, you can create the custom healthcare CRM that you need in your favourite tool.

Features of a Healthcare CRM

A healthcare CRM can be used to manage customer relationships in healthcare practice and ensure all clients get the attention they need. The main features of your Notion CRM will be:

  • Instructions on how to use the CRM
  • Input new healthcare sales enquiries
  • Track healthcare sales leads from enquiry through to sale
  • Track ongoing conversations with clients
  • Remind your staff to follow-up clients
  • Manage healthcare tasks
  • Plan meetings within your company
  • Store client contact information
  • Segment healthcare clients for marketing
  • Client dashboard
  • Mobile app access so you can view your CRM when you’re out of the office
  • Manage patients, bookings and their form submissions

 

Do you need a Healthcare CRM?

CRM software ensures that you keep track of all your sales, service and marketing needs. By setting up a healthcare CRM, you can be confident that your team is keeping track of new leads, following up with customers, improving customer experience in your company and delivering the best service possible. You can do some follow-up using your memory & your address book but this quickly becomes impossible when you’re managing dozens or hundreds of healthcare clients. That’s where having your own custom healthcare CRM provides the biggest benefit.

 

Notion Healthcare CRM Template

For some businesses, it’s easier to buy a Notion template and use this as the framework for their own healthcare company CRM. We’re currently working on a comprehensive Notion Healthcare CRM template – join our waitlist so you’re the first to know when it launches.

 

How to build your own custom Healthcare CRM in Notion

An excellent way to learn Notion is to have a training session with a Notion consultant so you can learn the best practices for building a CRM that is suited to your unique business requirements. We’re currently working with a few Notion consultants who run paid online training with video chat. If you’re interested in building your own CRM and learning all the best Notion tips, hacks and skills along the way, book below on the form shown further down the page.

 

Healthcare CRM alternatives

Notion is an excellent way to create a lightweight, simple CRM for your healthcare company but sometimes you need features that Notion can’t provide. Our top picks for Notion alternatives for your CRM are:

  • Pipedrive – set up your healthcare sales pipeline with extra features like email integration, custom workflows and call tracking.
  • OnePageCRM – a simple CRM for your company that focuses on the next action your staff should perform.
  • CapsuleCRM – a clean, well-designed healthcare CRM that can track all your clients across their life cycle.
  • Nimble CRM – a comprehensive healthcare CRM that excels in lead generation through online connections.

 

FAQs

 

💰 Can you create a free CRM using Notion?

Yes, you can create a free CRM on the Notion Personal plan. You’ll have a limit of up to 1,000 blocks of content (paragraphs of text, to-do item, image etc). If you’ve got a smaller number of clients, you can build your own free CRM using Notion. Upgrade your Notion plan to the Team plan if you need more blocks or more advanced permissions.

 

📓 What are the limitations to using Notion as a simple CRM?

All CRMs have limitations and using Notion as your healthcare CRM comes with constraints that might not suit all users. As you’re custom-building your CRM, you need to ensure that the framework is set up properly and a badly-configured CRM can cause plenty of issues down the track. Notion has limited features around scheduling, emailing, call recording, web-clipping, universal search and note-style but these may not be features that you need for your small business.

 

💁 I need a Notion consultant to help me build my CRM

You’re in the right place. We’ve got relationships with some of the best Notion consultants and ambassadors and can organise a paid online video meeting so you and your team can learn Notion and build your healthcare CRM together. Add your details below and we’ll get you booked in.

 

💵 Notion CRM pricing?

Notion has a generous free plan (called Personal) that allows you to start learning and working in Notion for free. When you’re ready to bring in team members, set up specific access permissions and build larger projects out in Notion, they have a Team plan for $US8 per person per month. See all their pricing details here.

 

🤔 I’ve got another question…

Let us know what you need help with and we’ll be happy to help.

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