Case study
A CRM for a growing healthcare provider
A custom CRM handling enquiry capture, follow-up and reporting, extended continuously as the practice has grown.
- React
- Node.js
- Express
- MongoDB
- Client
- Optimum Health
- Industry
- Healthcare
- Location
- India
- Year
- 2024
01
The challenge
Patient enquiries arrived across phone, website and walk-in with no shared record, so follow-ups were missed and there was no way to tell which channel actually produced patients.
02
What we built
A MERN CRM capturing enquiries from every channel into one pipeline, with assignment, follow-up scheduling, outcome logging and source reporting. It has been extended repeatedly since launch as the practice added services and locations.
03
What changed
Enquiries are tracked to an outcome rather than lost between channels, and the provider can see which sources are worth continued spend. The engagement is ongoing.
How it was built
The stack we chose and why it suited this problem rather than a default.
- React
- Node.js
- Express
- MongoDB
More work
Different industries, same engineering standard.
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