Clinic referral accounts, corporate screening programmes, purchase order quotations, panel renewals and receivables in one place. Your laboratory information system stays the clinical record.
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Quick answer
Corporate screening is a procurement exercise. HR asks three providers for a per-headcount price, compares scope, raises a purchase order and expects an invoice that matches it. Clinic referrals are the opposite: they are won slowly on turnaround, courier timing and the relationship with a practice manager. Panel and administrator work sits between the two, renewing on a schedule nobody remembers until it lapses.
Quote, purchase order, invoice and renewal need to sit on one account record, alongside the visits and complaints that explain why volume moved. Screening programmes need dated on-site logistics. Clinics need a call cycle. And every one of those needs a named owner, because a shared mailbox is not an owner.
Two places, consistently. Quotations sent without a follow-up plan, which go quiet and expire. And renewals that arrive unnoticed, letting an incumbent supplier get compared from a standing start. Both are calendar problems dressed up as sales problems, and both are fixed by putting a date and an owner on the record.
Does the WhatsApp inbox run on the company number so relationships survive resignations? Can quotations carry a purchase order reference and a validity date? Is pricing per user with no seat minimum? And is the clinical system left strictly alone, with only aggregate counts flowing into the CRM?
| Capability | Shared mailbox | Generic CRM | HelloGrowthCRM |
|---|---|---|---|
| Owned enquiry pipeline | No | Yes | Yes |
| Quote validity and PO reference | No | Partial | Yes |
| Renewal calendar with owners | No | Partial | Yes |
| WhatsApp on the company number | No | Add-on | Native |
| Dialer with recording | No | Add-on | Native |
| Receivables by age | No | Partial | Yes |
| Clinic visit check-in | No | Partial | Yes |
| Clinical records | No | No | Stays in your LIS |
Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.
Corporate screening enquiries arrive by email to a shared mailbox and quietly go unanswered for days.
Every enquiry becomes a pipeline record with an owner, a stage and a due date, so nothing sits in a mailbox waiting for someone to notice it.Owned enquiry pipeline
A quotation is sent, the buyer goes quiet, and the follow-up depends on somebody remembering to chase.
Quotes carry a validity date and an automatic follow-up sequence across email and WhatsApp, so the buyer is reminded before the price expires rather than after.Quote follow-up
Annual screening programmes lapse because the renewal date lived in last year email thread.
Renewals sit on the account with an owner and a reminder set months ahead, so the conversation starts while you are still the incumbent supplier.Renewal calendar
Referral volume from a clinic drops and nobody connects it to the service complaint made in March.
Complaints, visits and aggregate volume trend sit on the same account, so a pattern is visible to a manager while the relationship can still be repaired.Account history
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Free Forever • No Credit Card Required
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