Bizrow

Healthcare CRM that fits your workflow.

Manage patient enquiries, appointments, clinical records, reports, billing, and follow-up care from one flexible CRM.

Patient 360AppointmentsReportsBillingWhatsAppAccess control
Recall dueWhatsApp reminder

Healthcare CRM

Bizrow Healthcare CRM is a flexible workspace for clinics, hospitals, diagnostic centers, and care teams to manage every stage of the patient journey. It brings enquiries, patient profiles, appointments, treatment plans, documents, billing, follow-ups, WhatsApp/email communication, and team workflows together in one customizable system.

01

Patient record management

Keep patient details, visit history, files, prescriptions, reports, notes, comments, and communication timeline in one organized record.

02

Service pipeline tracking

Track every patient from enquiry to appointment, consultation, treatment, billing, payment, and follow-up care.

03

Files and media storage

Upload prescriptions, diagnostic reports, images, PDFs, and other patient documents securely inside the CRM.

04

Invoices and pricing

Manage service pricing, care packages, invoices, billing records, payment status, and the same workflow across branches.

05

Analytics and dashboards

Monitor appointments, enquiries, revenue, campaign performance, pending payments, staff activity, and follow-up status.

06

Less manual work

Reduce registers, scattered files, repeated calls, and manual follow-up tracking with structured automation.

07

Better follow-up care

Automate reminders and keep every patient interaction visible in the timeline so doctors, reception, and billing support one patient record.

08

Secure workflow control

Give every role the right access while protecting sensitive patient and billing information.

Start ready. Customize every workflow.

Bizrow gives healthcare teams a ready workspace, then lets admins reshape modules, fields, relations, filters, and automations without code.

Module BuilderAI Assist
PPatientsActive
PProvidersLinked
AAppointmentsScheduled
CCare PlansReview
PPrescriptionsFile
+ Create moduleMoveDelete
01

Unlimited modules

Create healthcare records for departments, branches, packages, referrals, labs, or any custom process.

02

Drag and drop order

Reorder modules and fields to match how reception, doctors, billing, and support work every day.

03

Smart relations

Connect one collection to another: Patient to Appointment, Report, Prescription, Invoice, and Care Plan.

04

Advanced filters

Find the right patient, report, payment, appointment, or pending follow-up instantly.

05

Custom analytics

Turn module fields into dashboard metrics for appointments, revenue, sources, staff activity, and status.

06

AI module builder

Describe your workflow and let Bizrow draft modules, fields, relations, and starter automations.

01

Unlimited modules

Create healthcare records for departments, branches, packages, referrals, labs, or any custom process.

02

Drag and drop order

Reorder modules and fields to match how reception, doctors, billing, and support work every day.

03

Smart relations

Connect one collection to another: Patient to Appointment, Report, Prescription, Invoice, and Care Plan.

04

Advanced filters

Find the right patient, report, payment, appointment, or pending follow-up instantly.

05

Custom analytics

Turn module fields into dashboard metrics for appointments, revenue, sources, staff activity, and status.

06

AI module builder

Describe your workflow and let Bizrow draft modules, fields, relations, and starter automations.

Plan every visit, reminder, and follow-up from one live calendar.

Bizrow connects appointments to the patient record, assigned team, service, billing status, and follow-up tasks, so reception, doctors, and billing always know what should happen next.

01Book

Create appointment from enquiry, call, WhatsApp, or website form.

02Assign

Choose doctor, branch, room, service, and owner in one schedule.

03Remind

Send WhatsApp/email reminders before visit and after consultation.

04Update

Move status to visited, cancelled, rescheduled, billed, or follow-up.

TodayAppointments
Mon18
Tue19
Wed20
Thu21
Fri22
Sat23
09:0010:0011:0012:0002:0003:00
09:00
New enquiryReception
Open
10:30
Doctor consultationDr. Mehta
Confirmed
12:00
Diagnostics reportLab team
Confirmed
03:30
Payment follow-upBilling
Due
18 booked5 follow-ups3 payments due

Give every healthcare team the right access, nothing extra.

Bizrow lets admins create departments, assign users to roles, and control which modules, records, fields, files, and actions each team can use across branches.

Permission matrixModule access by department
Protected
ModuleReceptionDoctorsDiagnosticsBillingManagement
Patient recordsView + updateView + clinical editView assignedBilling fieldsFull access
AppointmentsCreate + rescheduleConsultation statusLab slotsPayment statusFull access
Reports/filesUpload requestView + attachUpload + updateInvoice copyAudit access
BillingPayment requestView limitedNo clinical editCreate + reconcileFull access
01

Owner

Full workspace control, plans, billing, departments, audit logs.

02

Admin

Manage modules, users, permissions, automations, and integrations.

03

Team member

Work only inside assigned department, records, and fields.

04

External user

Limited portal or website access without private CRM fields.

Connect every healthcare tool from one controlled config area.

In the Bizrow app, admins go to Settings and open Config to connect website access, mobile calls, ads, WhatsApp, email, payments, storage, and automations without exposing private CRM data.

Workspace integrationsConnect, test, and control access
Admin only
W
Website Connector

Expose approved module lookup APIs for patient status pages.

Secure URL
M
Mobile Call Tracking

Pair staff phones, save call logs, recordings, and summaries.

Pair QR
M
Meta Ads

Send campaign leads into selected CRM modules automatically.

Lead sync
W
WhatsApp

Send templates, reminders, campaigns, and patient updates.

Templates
E
Email

Send appointment, report, payment, and follow-up communication.

SMTP
R
Razorpay

Create payment links, invoices, and payment status updates.

Payments
S
S3 Storage

Store files, invoices, reports, and call recordings in workspace storage.

Files
A
Automations

Trigger tasks, reminders, record updates, and follow-up sequences.

Rules
01

Choose tool

Admin opens Settings > Config and selects the integration card.

02

Add credentials

Paste tokens, domains, keys, sender details, or webhook URLs.

03

Map modules

Choose which healthcare modules and fields the tool can use.

04

Go live

Enable, test, monitor health, and rotate keys when needed.

Let patient websites read approved CRM data through safe module APIs.

Your CRM stays private. The website only gets approved lookup access: selected modules, selected fields, allowed domains, and safe response data for appointment, report, invoice, or service status pages.

Website connectorhealthcare.example.com
Access on
01Appointments

Patient can check booking status, next visit date, assigned doctor.

Public-safe fields
02Diagnostic Reports

Patient can search report readiness and download allowed files.

Files limited
03Patient Billing

Patient can view invoice status, balance due, and payment link.

Public-safe fields
04Service Requests

Patient can track support, home care, or follow-up request status.

Public-safe fields
Lookup APIPOST /api/website-integration/lookup

Domain + token + module + lookup value decide what the website can see.

01

Configure

Admin enables website access for selected healthcare modules.

02

Approve fields

Choose lookup fields and visible response fields for each module.

03

Connect URL

Add allowed website domains and generate secure API endpoints.

04

Website calls API

Client website posts lookup values and receives only approved data.

Keep diagnostic files, invoices, payments, and patient status connected.

Bizrow connects report uploads, invoice creation, Razorpay payment links, payment confirmations, and S3 file storage around the same patient record, so care and billing teams work from one truth.

01
Report ready

Upload diagnostic reports, prescriptions, PDFs, and files to the patient record.

02
Create invoice

Bill from any patient module using mapped customer fields and service line items.

03
Send payment link

Share invoice by WhatsApp/email and collect payment through Razorpay.

04
Confirm status

Razorpay webhook updates paid, partial, overdue, or failed payment status.

Invoices & PaymentsPatient billing center
Razorpay live
38reports uploaded
₹2.4Lpaid invoices
12payments due
Patient files
B

Blood-report.pdf

Ready
P

Prescription.pdf

Sent
I

Invoice-1048.pdf

Paid
InvoicePatientStatusTotal
INV-1048Priya SharmaBlood profilePaid₹4,800
INV-1049Rahul MehtaConsultation + reportPartial₹2,200
INV-1050Anita DentalCare packageDue₹9,500

From enquiry to Follow-up Care.

Automate every patient touchpoint without manual chasing.

1

Capture every enquiry

Bring every lead into one organized queue.

Lead channels
WhatsApp Email Appointment Call tracking
2

Manage in Bizrow CRM

One patient record for teams, conversations, and tasks.

Patient 360Connected patient record
  • Enquiries and conversations
  • Appointments and tasks
  • Care history and analytics
  • Files, billing and reports
3

Complete care and payment

Keep appointments, invoices, and payment confirmation connected.

Care completePrescription and reports sent
Payment receivedInvoice status updated
4

Automate every follow-up

Keep every patient informed without manual chasing.

WhatsApp reminders Email automationEvery interaction tracked in the patient timeline

Call from desktop, connect through mobile, then save audio logs automatically.

Reception or support teams can click a patient number in Bizrow, complete the call on mobile, and keep the recording, AI summary, call owner, outcome, and next follow-up attached to the patient record.

Patient 360Priya Sharma
ChannelRecordStatus
Call+91 98765 43210Live
WhatsAppPayment link requestedQueued
EmailX-Ray report uploadSent
TaskFollow-up tomorrowOpen
AI call log

Patient confirmed appointment, asked for report upload, and requested payment link on WhatsApp.

Outcome: Appointment confirmedNext task: Send reportAudio: saved
1Click in desktop2Mobile call connects3Audio recorded4AI log saved5Analytics updated
Call recorder

Recording call

02:14 min - Audio syncing to Bizrow

My recordings
1Priya SharmaAI summary ready
2Rahul MehtaCall audio saved
3Anita DentalCall audio saved
Today analytics
42

calls captured

18

audio logs

9

follow-ups due

Calls, recordings, outcomes, and follow-up tasks stay connected to the patient timeline for reporting and staff accountability.

From first enquiry to long-term relationship.

Bizrow connects module builder, role permissions, WhatsApp and email automation, service plans, files, analytics, and payments around the category you choose during onboarding.

Capture

Bring enquiries from forms, ads, calls, walk-ins, and imports into one queue.

Organize

Use custom modules, relations, files, notes, filters, and dashboards to structure work.

Automate

Trigger WhatsApp/email reminders, follow-up schedules, payment updates, and task flows.

Control

Assign role-based access so every department sees and edits the right records.