MedFunnelTurn Patient Inquiries into Confirmed Treatments.
MedFunnel is a patient conversion and clinic workflow platform for clinics that run marketing, send offers, collect deposits, and manage patients from first contact to final payment.
Not a CRM. A complete patient conversion and treatment management system.
Built for dental, hair transplant, plastic surgery, IVF, and bariatric clinics running active marketing campaigns.
Trusted Integrations & Compliance
GDPR
Compliant
256-bit
SSL Encrypted
Clinics Are Generating Leads. Most Are Failing to Convert Them.
Marketing brings in inquiries every day — but without a structured conversion system, the pipeline breaks down at every handoff and revenue walks out the door.
Leads are scattered everywhere
WhatsApp, email, forms, and spreadsheets — patient inquiries arrive from all directions with no central system.
Follow-ups happen manually
Many potential patients never receive a second response. Manual follow-ups get forgotten, and revenue walks out the door.
Offers are sent as PDFs
Clinics have no idea if the patient even opened the proposal. There's no tracking, no expiration, no professional experience.
Payments and scheduling take too long
Back-and-forth communication for deposits and appointments loses momentum. Patients lose interest before they ever confirm.
The team has no shared visibility
Doctors, coordinators, agents, and finance work in isolation. Tasks fall through the cracks and no one knows the patient's current status.
Treatment and payments go untracked
Once a patient arrives, the workflow breaks down. Treatment sessions, balance payments, and case completion are managed outside the system.
Your Marketing Generates Leads. MedFunnel Turns Them Into Revenue.
Leads don't become revenue on their own. Every slow follow-up, unsent offer, and uncollected deposit is measurable lost income. MedFunnel closes every gap in your conversion pipeline.
More bookings
Structured offers, online deposits, and automated follow-ups mean more leads convert to confirmed treatments — without extra effort from your team.
No missed follow-ups
Automation triggers follow-ups the moment a lead comes in. No lead waits hours for a reply. No opportunity goes cold because someone forgot.
Deposits collected online
Patients confirm treatment by paying a deposit directly from the offer link. No bank transfers, no manual chasing. Revenue secured before they arrive.
Full pipeline visibility
Every patient's status is visible in real time — from first inquiry to completed case. Nothing is hidden in someone's WhatsApp or a private spreadsheet.
Better conversion rate
A structured pipeline with professional offers, instant follow-ups, and one-click deposits converts more of your existing leads — without increasing your marketing spend.
Revenue tracked end-to-end
Track deposits, balance payments, and installments per patient. Know exactly what has been collected, what is outstanding, and which cases are fully settled.
More bookings. Fewer lost leads. Faster deposits.
Clinics using MedFunnel run a structured conversion system — not a inbox and a spreadsheet. The result is more confirmed treatments, more deposits collected, and full visibility over every patient in the pipeline.
Built for Clinics That Need Bookings, Not Just Contacts.
Generic CRMs are built for sales teams tracking contacts and deals. MedFunnel is built for clinics converting leads into booked, deposited, and completed treatments.
MedFunnel is not a CRM adapted for clinics. It is a purpose-built patient conversion and workflow platform — designed from the ground up for how clinics actually operate.
Everything from First Inquiry to Completed Treatment
Eight connected stages — from lead intake to case closure. Every step is tracked, automated, and visible to the right team member at the right time.
Lead Inquiry
Patient submits a structured intake form with medical details, photos, and treatment interest. Automatically enters your pipeline.
Doctor Evaluation
Doctor reviews the case directly in the platform, adds clinical notes, and recommends a treatment plan. No emails, no PDFs.
Treatment Offer
A professional offer page is sent with procedure details, pricing, deposit amount, and expiration date. Tracked when opened.
Deposit Payment
Patient pays the deposit directly from the offer link via Stripe. Treatment confirmed, no manual follow-up needed.
Booking & Prep
Appointment is scheduled, logistics coordinated, and the full team is briefed. Travel and hotel for international patients handled in-platform.
Treatment Delivery
Patient checks in, treatment sessions are logged with clinical notes, and staff assignments are tracked across multi-day programs.
Payment & Closure
Balance payment is recorded with payment method. Case is marked complete with full financial and clinical history retained.
Lead Inquiry
Patient submits a structured intake form with medical details, photos, and treatment interest. Automatically enters your pipeline.
Doctor Evaluation
Doctor reviews the case directly in the platform, adds clinical notes, and recommends a treatment plan. No emails, no PDFs.
Treatment Offer
A professional offer page is sent with procedure details, pricing, deposit amount, and expiration date. Tracked when opened.
Deposit Payment
Patient pays the deposit directly from the offer link via Stripe. Treatment confirmed, no manual follow-up needed.
Booking & Prep
Appointment is scheduled, logistics coordinated, and the full team is briefed. Travel and hotel for international patients handled in-platform.
Treatment Delivery
Patient checks in, treatment sessions are logged with clinical notes, and staff assignments are tracked across multi-day programs.
Payment & Closure
Balance payment is recorded with payment method. Case is marked complete with full financial and clinical history retained.
Every stage automated, assigned, and fully trackable — in one platform
The Full Patient Journey. Every Step Covered.
From first inquiry to final payment — six structured stages that keep your entire team aligned and every patient on track.
Capture Patient Inquiries
Patients submit structured intake forms with medical details, photos, and treatment interest. All inquiries automatically appear in your pipeline — sorted, tagged, and assigned.
Full Name
Sofia M.
Treatment Interest
Dental Implants
Country
Germany 🇩🇪
Upload Photos
3 files attached
Evaluate the Case
Doctors review patient information directly in the platform, add clinical notes, and recommend treatment plans. No scattered messages, no missing files.
Sofia M.
Dental Implants • 42 yrs
Clinical Notes
"Patient is a good candidate for 4 implants. Missing upper left 4–7. X-rays confirm adequate bone density."
Send a Professional Offer
Create a structured treatment offer with procedure details, pricing, deposit amount, and expiration date. Track when patients open and review it.
Treatment Proposal
For Sofia M. • Expires in 7 days
Offer viewed 3 times
Convert With a Deposit
Patients confirm their treatment by paying a deposit directly online. No back-and-forth communication. No manual payment coordination.
Deposit Amount
€850
Secures your All-on-4 treatment
Manage the Visit & Treatment
Coordinate the patient's arrival, assign team members, and track in-clinic treatment sessions. Every task, room, and session is visible to the right person at the right time.
Sofia M.
All-on-4 Implants · Day 1 of 3
Collect Payment & Close the Case
Track the balance due, record installment payments or final settlement, and mark the case complete. Full financial and treatment history stays attached to the patient record.
Manage Patients Before Arrival. Manage Them Inside the Clinic.
Most tools stop at the booking. MedFunnel runs the entire clinic operation — from the first message a patient sends to the final installment they pay on their last day of treatment. Travel planning, appointments, check-in, doctor evaluation, treatment workflow, payments, and case completion — all in one system.
Everything that happens from first inquiry to the patient arriving at your door — structured, tracked, and automated.
Intake form submitted
Patient fills out structured form with medical details, photos, and treatment interest.
Doctor evaluation
Doctor reviews the case, adds clinical notes, and recommends a treatment plan.
Treatment offer sent
A professional offer page is sent with procedure details, pricing, and deposit amount.
Deposit paid online
Patient confirms by paying the deposit directly from the offer link via Stripe.
Booking confirmed
Appointment is scheduled and the patient receives all pre-arrival information.
Travel & logistics
For international patients: hotel, transfers, and arrival details coordinated in-platform.
Everything that happens from patient check-in through treatment delivery, payment collection, and case completion.
Reception check-in
Patient arrives and is checked into the system. All prior notes, offers, and payment history are immediately visible.
Doctor evaluation begins
Doctor opens the patient record, reviews intake notes and clinical history, and starts the treatment workflow.
Treatment delivered
Sessions are logged with clinical notes and staff assignments per treatment day. Multi-day programs tracked automatically.
Progress & workflow tracked
Each completed session advances the workflow. Next steps, tasks, and responsible staff are updated in real time.
Balance & installments collected
Remaining balance tracked per patient. Installment payments recorded with method and date. Outstanding amount always visible.
Case marked complete
Patient record is closed with full financial, clinical, and communication history retained and auditable.
One connected system. No handoff gaps. No data lost between stages.
Automation That Actually Books Patients
MedFunnel automates every repetitive action in the patient journey — follow-ups, stage transitions, task assignments, WhatsApp messages, payment confirmations, and lifecycle tracking. Your team focuses on patients, not admin.
8
Lifecycle automation rules
100%
Of follow-ups handled automatically
0
Manual stage transitions needed
24/7
Lifecycle tracking, always on
When
Lead submits intake form
Then
Welcome message sent via WhatsApp instantly. Patient assigned to coordinator. Follow-up task created in team queue.
When
No reply after 24 hours
Then
Automatic follow-up reminder sent to patient via WhatsApp. Agent receives re-engagement notification.
When
Doctor completes evaluation
Then
Case moves to Offer stage automatically. Coordinator assigned task to send treatment offer within configured SLA.
When
Offer sent but not opened
Then
If patient hasn't opened the offer after 24 hours, automatic reminder triggered. Open tracking visible to team.
When
Deposit payment received
Then
Patient moves to Booked. Confirmation sent to patient. Entire clinic team notified. Appointment slot reserved.
When
Offer expires without deposit
Then
Coordinator receives alert. Patient receives a re-engagement message. Case flagged for manual review.
When
Treatment session logged
Then
Next session task auto-assigned to relevant staff. Patient payment balance updated. Progress record synced.
When
Balance payment received
Then
Case marked as financially settled. Completion task assigned. Full audit trail saved to patient record.
Every Stage of the Patient Journey. Built In.
From lead capture to treatment completion — nine tightly integrated modules that cover every workflow your clinic runs.
Structured Patient Intake
Customizable forms collect medical details, photos, and treatment requests before your team even speaks with the patient.
Full Patient Lifecycle Pipeline
Track every patient from first inquiry through evaluation, offer, deposit, treatment, and final payment. One continuous pipeline, no gaps.
Doctor Evaluations
Doctors review cases directly in the platform, add clinical notes, and recommend treatment plans — without leaving the workflow.
Treatment Offers & Deposits
Send structured offers with pricing, deposit, and expiration. Patients pay the deposit online directly from the offer — no back-and-forth.
WhatsApp & Communication
Send structured messages and automated follow-ups via WhatsApp Business. All communication is logged in the patient timeline.
Workflow Automation & Tasks
Automate follow-ups, status transitions, and task assignments based on patient lifecycle events. Your team always knows what to do next.
In-Clinic Treatment Management
Track treatment sessions, assign clinical staff, manage multi-day programs, and log session notes — all within the patient record.
Payment & Settlement Tracking
Track deposits, balance payments, and installments per patient. Record payment method, mark cases settled, and maintain a clear financial audit trail.
Team Roles & Coordination
Assign patients to agents, doctors, coordinators, translators, and finance. Role-based access ensures each team member sees and does exactly what they need.
This Is Not a Generic CRM. This Is a Clinic Workflow Engine.
Generic CRMs track contacts. MedFunnel runs your clinic's entire conversion and treatment workflow — from the moment a lead submits a form to the moment the final payment is settled and the case is closed.
Clinical evaluations, trackable treatment offers, online deposits, in-clinic session management, multi-role team coordination, and full payment tracking — built into one platform that reflects how high-value clinics actually operate.
7
Workflow stages from first inquiry to completed treatment — all connected
1
Platform to replace spreadsheets, WhatsApp chaos, and scattered tools
Built for real clinical workflows
Doctor evaluation flows, clinical notes, and treatment assignment — designed around how clinics actually operate, not adapted from generic sales software.
Handles real offers and real payments
Trackable treatment offer pages, Stripe-powered deposits, installment tracking, and full settlement records — not just notes in a CRM field.
Manages patients inside the clinic
Treatment sessions, staff assignments, multi-day programs, and clinical notes are all tracked inside the same system — no switching tools when the patient arrives.
Designed for high-value treatments
When treatments cost €1,000–€15,000+, you need more than a contact list. MedFunnel is built for the conversion complexity that high-value procedures require.
Used for real patients, not just contacts
Every record in MedFunnel is a real patient being managed through a real clinical and commercial workflow — with real tasks, real offers, and real payments attached.
Revenue visibility from lead to completion
See your conversion rate, outstanding balances, and completed revenue at a glance — across every patient currently in your pipeline.
Designed for Clinics Where Every Booking Is Worth Winning
MedFunnel is purpose-built for clinics running marketing campaigns for high-value treatments. When a single patient is worth €1,000–€15,000+, losing leads to slow follow-up or a disorganised team is not an option.
A Typical Patient Journey — End to End
Lead submits form
Doctor evaluates
Offer sent
Deposit paid
Appointment scheduled
Patient confirmed. Treatment booked. Revenue secured.
Deposit collected · Appointment set · Team notified · Pipeline updated
The Workflow Platform Built for Medical Tourism
International patients represent the highest-value cases in your pipeline — and the most complex to manage. MedFunnel is the only patient conversion platform built specifically for medical tourism clinics — where patients travel from abroad for dental implants, hair transplants, plastic surgery, IVF, and bariatric surgery, and every detail of their journey must be coordinated end-to-end.
Patients from 20+ countries
International patients need structured communication, clear offers, and seamless logistics. MedFunnel handles all of it in one platform.
Multi-language patient journeys
Coordinate translators, patient coordinators, and doctors without WhatsApp chaos. Every role has access to exactly what they need.
Travel & logistics coordination
From airport transfers to hotel bookings and clinic visits — manage every element of the international patient journey in one place.
Deposits that secure the booking
International patients confirm their treatment by paying a deposit online before travelling. No more no-shows. No more uncertainty.
Popular Medical Tourism Destinations Using MedFunnel
Turkey
Hair Transplant · Dental · Plastic Surgery
Hungary
Dental Implants · Full Mouth Reconstruction
Poland
Dental · Fertility · Bariatric Surgery
Thailand
Plastic Surgery · Bariatric · Fertility
Mexico
Dental · Bariatric · Weight Loss Surgery
India
Fertility · Orthopaedics · Cardiac Surgery
Whether you run a dental tourism clinic, hair transplant centre, plastic surgery hospital, IVF clinic, or bariatric surgery centre serving international patients — MedFunnel gives your team the complete conversion and workflow platform to turn health tourism inquiries into confirmed, paid bookings. Professional offers, online deposits, automated WhatsApp follow-ups, full logistics coordination, and in-clinic treatment management. The result: a higher booking rate, more revenue per lead, and a patient experience that builds your reputation.
Built to Handle Real Patients. Real Payments. Real Clinics.
MedFunnel is not a demo or prototype. It is a production SaaS platform with the security, compliance, reliability, and workflow controls that clinics managing sensitive patient data and real payments require.
Encrypted data storage
All patient data is encrypted in transit (TLS 1.2+) and at rest. Row-level security ensures no clinic can access another's data.
Role-based access controls
Admins, doctors, coordinators, agents, translators, and finance roles — each with precisely scoped access. No user sees more than they need.
Full audit trail
Every action on a patient record — status changes, offer views, payments, notes — is logged with a timestamp and user attribution.
Stripe payment integration
Deposits and payments processed via Stripe — PCI-DSS Level 1 certified. MedFunnel never stores card data. Instant payment confirmation.
GDPR compliant
Data hosted on Google Cloud EU (europe-west4). Patient data processed under a Data Processing Agreement. Full data export and deletion supported.
Multi-user team management
Unlimited team members per plan. Each user managed independently with their own login, role, and task queue. No shared accounts.
Configurable workflow engine
Stage rules, automation triggers, role assignments, and task templates are configurable per clinic. The system adapts to how you work.
Clinic-grade reliability
Built on Google Cloud infrastructure with automated backups, point-in-time recovery, and high-availability architecture. Your data is always safe.
GDPR Compliant
EU data hosting
Stripe Verified
PCI-DSS Level 1
256-bit SSL
All connections encrypted
Google Cloud EU
europe-west4 region
Role-Based Access
Multi-user secure
Platform Pricing. Not Tool Pricing.
MedFunnel is priced as a complete workflow platform — not a simple contact manager.
Simple pricing. No per-user fees. No hidden costs.
Designed for clinics that run marketing and handle many patients. Every plan includes the full pipeline — lead management, offers, deposits, workflows, in-clinic treatment, and payments. Plans differ by automation depth, team roles, and advanced workflow features.
Starter
Core patient pipeline for clinics getting structured.
- Full Lead → Offer → Deposit → Booking pipeline
- Patient intake forms
- Doctor evaluation module
- Treatment offers with deposit payments
- Appointment & logistics coordination
- Basic analytics dashboard
- Up to 3 team members
- Email support
Growth
Full lifecycle management with automation and team workflows.
- Everything in Starter
- In-clinic treatment session management
- Payment & installment tracking
- Workflow automation engine
- Task assignments & multi-role team
- WhatsApp Business integration
- Advanced analytics & conversion reports
- Up to 15 team members
- Priority support
Enterprise
For clinic groups with complex, high-volume operations.
Custom
€1,500 – €4,000 / month
- Everything in Growth
- Unlimited team members
- Multi-clinic management
- Advanced workflow customization
- White-label patient portal
- Dedicated onboarding & setup
- SLA agreement
- Priority 24/7 support
ROI Example
Clinics on the Growth plan pay €399 / month
If the full lifecycle workflow helps you complete just 2 extra treatments per month at €4.000 per treatment…
The platform pays for itself with a single additional patient.
Add-ons
€10 – €20
per user / month
€79
per month
€99
per month
€500
one-time
Stop losing patients to slow follow-ups and forgotten leads.
Stop managing cases in spreadsheets and scattered WhatsApp chats.
Run your full clinic workflow — conversion, treatment, and payment — in one platform.
MedFunnel gives your clinic a complete system to convert more leads, manage every patient from first inquiry to completed treatment, and track every payment — without spreadsheets, scattered messages, or missed follow-ups.
Used by dental, hair transplant, plastic surgery, IVF, and bariatric clinics managing local and international patients.