Healthcare sales & patient engagement.
One connected platform.
Vision Medical brings patient enquiries, appointments, corporate subscriptions, marketing campaigns and commercial performance together in a single system — giving clinics, hospitals and medical networks a complete view of every patient relationship, without duplicating the clinical record.
- Patient 360°
- Lead to service in one flow
- Works alongside your medical system
Integrated platform for healthcare sales, marketing and patient relationships
Lead & Patient Acquisition
Capture every enquiry, from any channel, and turn it into a qualified patient record:
- Leads from web forms, campaigns, call centre and walk-in
- Source and campaign stored on every lead
- Duplicate detection, merge and single patient view
- Scoring, assignment rules and a qualification wizard
Commercial Pipeline
Run the commercial side of medical services with a real pipeline:
- Opportunities by line of business and clinic
- Services, packages and subscriptions from the catalogue
- Quotes, discounts and approval flows
- Forecast, conversion and revenue attribution
Patient Journey & Engagement
Follow the whole relationship, not just the last appointment:
- Unified patient timeline across every interaction
- Appointments and recommendations read from the medical system
- Follow-up, recall and retention campaigns
- Cases, tasks, calls and emails in one place
Corporate & Performance
Manage corporate clients and measure what the business actually returns:
- Corporate accounts, memberships and beneficiaries
- Subscription limits, consumption and eligibility
- Dashboards by line of business, clinic and lead source
- Marketing attribution, ROAS and patient lifetime value
Patient 360°
One record brings together everything the commercial and front-desk teams need: personal details, active subscriptions, upcoming and past appointments, cases, activities and the full patient timeline. Clinical data stays in your medical system — Vision Medical holds the references, events and indicators the CRM processes actually need.
Lead Management
Every enquiry becomes a traceable lead, whatever the channel — web form, paid campaign, call centre or walk-in. Source and campaign are stored on the record, duplicates are detected before they are created, and a qualification wizard turns the lead into a patient, a company or both, without losing the original request.
Marketing Campaigns
Plan, launch and measure campaigns against the same patient database the sales team works on. Each campaign carries its own audience, channel mix, budget and results, and every lead it produces stays linked to it — so cost per lead, conversion and revenue are read from the platform, not reconstructed in a spreadsheet.
Audience Segmentation
Build audiences from the data you already hold — service history, line of business, clinic, subscription, age group, last visit or campaign response. Segments are saved, reusable and always current, which makes recall, prevention and cross-sell campaigns a routine operation rather than a project.
Segment Builder, Step by Step
Marketing users define their own criteria through a guided builder — no SQL, no tickets to IT. Conditions are combined visually, the resulting audience size is shown before the campaign is launched, and the same definition can be reused or refined for the next wave.
Corporate Subscriptions & Insurance
Corporate health programmes are managed as a first-class relationship: company, contract, beneficiaries, covered services, limits and consumption. Eligibility is checked at the counter, consumption is visible per employee and per company, and alerts fire before a limit or a contract runs out.
Special features
Patient Timeline
Every appointment, hospitalisation, examination, investigation, call, email and offer lands on one chronological timeline, filterable by type — so anyone picking up the relationship sees the whole history in seconds.
Lead-Centric Model
A lead is a request for services, not yet a person or a company. Classification happens at qualification, when the contact and the organisation are created or matched — which keeps the funnel clean and the reporting honest.
Marketing Attribution
Every lead is traceable back to its channel and campaign, all the way to the service delivered and the revenue booked. ROAS, cost per acquisition and patient lifetime value come from the same data set.
Corporate Limits & Consumption
Subscription plafonds are monitored per beneficiary and aggregated per company, with eligibility checks at the point of service and alerts when a limit, a contract or a payment is about to become a problem.
Single Patient View
Configurable deduplication on phone, email and identifier, with controlled merge and association suggestions — so the same patient does not exist three times across marketing, the call centre and the front desk.
Works With Your Medical System
Vision Medical sits alongside the clinical platform rather than replacing it. Appointments, recommendations, invoices and payments are synchronised; the medical record stays where it belongs, and no clinical data is duplicated.
Tailored demonstration
See Vision Medical in your clinic
See how proven healthcare CRM processes — lead capture, qualification, patient journey, corporate subscriptions and marketing attribution — can shorten implementation time, lower delivery risk and deliver measurable results for your organization.