Industry · Healthcare & clinical services

Commercial systems for
clinics, practices and B2B providers

Referred patients, insurers, corporate agreements. Systems that respect privacy and expand capacity — without diluting clinical quality.

Monterrey Center· Founded by former Google Senior Partner· Scrum applied
What we see in salud

The 4 patterns that cost pipeline.

01

Referrals without attribution

Your best patient channel is other doctors and clinics. But you don't know what it is referring to, how much, or who to thank.

02

Leads que llegan a WhatsApp personal

The Facebook campaign works. But the messages arrive on the receptionist's phone and are lost after 7 PM.

03

Corporate agreements without structure

An HR contacts you for an agreement, you negotiate by email, they sign, and then no one follows up on the real volume that the agreement brings.

04

Generic campaigns that lower patient quality

You promise "cheap consultation" on Facebook, people arrive who cannot pay for the treatment. You erode margin and saturate the schedule with patients who do not return.

How we solve it

What we implement for salud.

01

CRM with privacy compliance

Registered consents, marked sensitive data, access by role. The system complies with medical data protection principles — without hindering operations.

02

Schedule + confirmation + follow-up

Patient schedules online, receives a WhatsApp reminder 24 hours before, confirms, and after the consultation receives automated follow-up adapted to their treatment.

03

Nurturing B2B vs B2C separado

Corporate agreements, medical references, insurance — they all have a different flow. Direct patient receives something else. Every audience sees relevant content.

04

Tracking of referrals by doctor

Each referring physician/clinic has their own code. Arriving patients are tagged automatically. Monthly report of who refers the most + supports the formal thank-you program.

Tovi Healthcare is an active client in healthcare. We implemented a CRM with referral management, corporate agreements, and privacy aligned with medical data standards.

See the full roster →
Services that apply

Los pilares that we implement.

Frequently asked questions

What people always ask in salud.

Is it compatible with the privacy notice and LFPDPPP?

Yes. We configure the CRM with explicit consent fields, purpose records, and revocability. The privacy notice is served digitally and acceptance is logged as evidence.

Do they integrate with clinical software (Doctoralia, MediSmart)?

Can. Many clinics prefer that the commercial CRM live separately from the clinical record, and that only appointments and non-sensitive data are synchronized. We evaluate case by case.

How do you help with clinical marketing without crossing into prohibited medical advertising?

We work with educational content, testimonials with consent, and positioning by specialty — without making promises of medical outcomes. The line is clear and we respect it.

Next step

Book a free diagnostic.

30 minutes, no commitment. We review how your healthcare pipeline is moving today, where it is leaking, and what 3 prioritized actions would give you the most traction in the next 90 days.