Evaluation
From first contact to treatment accepted.
- Lead
- Contacted
- Evaluation scheduled
- Showed up
- Quote presented
- Treatment accepted
- Lost
Cockpit CRM · Medical clinics
CRM for medical clinic with WhatsApp
The medical clinic CRM with WhatsApp built for your daily routine: confirmed appointments, tracked quotes, treatment in sessions, and follow-ups at the right time.
7 days free, no card required. Plans from R$ 99 per month.
A medical clinic's commercial routine happens largely on WhatsApp: the patient asks whether you accept their insurance, requests a time slot, sends the exam referral, misses the appointment and then nobody remembers to follow up. Each of those conversations is a person who can fall through the cracks, and the front desk rarely has a way to track them all.
Cockpit CRM organizes that path without getting into the clinical side. The record holds only the commercial side: the service of interest, whether the patient is self-pay, insured or self-pay with reimbursement, the quote and the next appointment. There are no medical records or diagnoses in the system, which stay where they already are. The Evaluation, Treatment and Follow-up pipelines come ready, and the clinic's WhatsApp lives inside the CRM, with team inbox.
The problem
Where your clinic loses patients today
Messages left unanswered
A patient messages on WhatsApp at night or on the weekend, and by the time the front desk replies, they have already booked elsewhere.
No-shows nobody reschedules
The patient misses the appointment, the schedule moves on, and nobody calls to reschedule.
Quotes left hanging
The procedure is quoted, the patient says they'll check with their insurance, and nobody follows up.
Forgotten follow-ups
Annual check-up, follow-up test, review visit: the patient only comes back if they remember on their own.
With Cockpit, every patient has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from first contact to follow-up
The stages below come set up when you create your account, and you can adjust them to how your team works.
Treatment
The sessions in the plan, one by one.
- Scheduled
- In treatment
- Final session
- Completed
- Dropped out
Follow-up
Check-ups and follow-up visits at the right time.
- Follow-up due
- Contacted
- Follow-up scheduled
- Came back
- Not interested
A day at work
What the routine looks like with the CRM.
The front desk opens the queue
Overnight conversations are already in the CRM, with the patient and where they came from.
Appointment confirmed
The confirmation goes out on WhatsApp 24 hours ahead and the patient replies right there.
Self-pay or insurance
The record already shows the service of interest and how the patient will pay.
Sessions in the plan
Once the treatment is accepted, the sessions go into the plan and each one is tracked through to the end.
Nobody forgotten
Patients who missed get a call to reschedule, and those who finished are already in the Follow-up pipeline.
Features
What comes ready for your clinic
Appointment confirmation
Book it on the Calendar and the date becomes the deal's next appointment. The confirmation goes out on WhatsApp 24 hours ahead.
Treatment plan in sessions
An accepted treatment becomes a plan with its sessions, schedule, and the progress of each one.
Self-pay or insurance
Each deal shows whether it's self-pay, insurance, or reimbursement, alongside the service of interest.
No-show tracking
Mark who missed and whether they rescheduled, and see who needs a call to get back on the calendar.
Loss reasons
Insurance doesn't cover it, quote too high, postponed: find out why each patient didn't proceed.
Only the sales side on the record
Service, quote, and insurance. No medical records or diagnoses, which stay where they are.
WhatsApp and AI Agent
Your clinic's WhatsApp inside the CRM
Every conversation becomes a patient
Anyone who messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing patients.
Team inbox
Front desk and doctors on the same number, with a queue, transfers, and internal notes the patient never sees.
Quick replies
Address, accepted insurance, test preparation: one click and the answer goes out consistent every time.
Photos and documents
Test orders, authorization forms, and quotes stay in the conversation and in the patient's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your clinic's voice, answers questions, books the appointment, and hands off to the front desk when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, do you accept insurance? I'd like to schedule a check-up.
Hi! We see self-pay patients and accept some insurance plans. Which one do you have? I have Thursday at 8 AM or 2 PM.
Thursday at 8 AM works.
All set, your check-up is booked for Thursday at 8 AM. I'll send the confirmation the day before!
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from medical clinics.
Does the CRM replace the clinic's medical records system?
No, and that's not the idea. Cockpit handles what comes before and after the appointment: first contact, the quote, the session plan and the follow-up. The record holds only commercial information, with no medical records or diagnoses.
How does appointment confirmation over WhatsApp work?
The appointment is booked in the CRM Calendar and the date becomes the deal's next appointment. With WhatsApp connected and confirmation turned on, the confirmation message goes out 24 hours before and the patient replies in the same conversation.
Can I separate self-pay, insured and reimbursed patients?
Yes. Each deal shows whether the patient is self-pay, insured or self-pay with reimbursement, alongside the service of interest. This helps the front desk answer correctly from the first message and later understand why some quotes didn't close.
What about patients who miss their appointment?
You mark on the deal whether the patient was a no-show and whether they rescheduled, and you see who needs a call to get back on the calendar. When treatment ends, the patient enters the Follow-up pipeline for a check-up or follow-up visit.
We already use a scheduling and medical records system.
Cockpit handles what comes before and after the appointment: first contact, the quote, treatment, and follow-up. Your medical records stay where they are.
The front desk doesn't have time to learn another system.
The CRM comes with the clinic's pipelines and WhatsApp on the same screen. The front desk keeps answering where they already do, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR Code.
What about patient data?
The record holds only the sales side, with no diagnosis. Each clinic has its own workspace, and each person sees only what their role allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your clinic already organized.
In minutes the CRM is ready with medical clinic pipelines, appointment confirmations, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
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