Built specifically for dermatology, aesthetic, hair transplant, and cosmetic surgery clinics. After 3 years of silent testing across 300+ clinics, we know exactly where your revenue is leaking and exactly how to fix it. The average SBA CRM client sees 3.1x revenue growth within 90 days.
Most clinic owners we speak to have the same problem. Leads come in from Meta Ads. Calls drop. Front desk does not follow up. Nobody can tell which ad brought which patient. Every month you spend ₹50,000 on ads and cannot prove if it worked. We saw this in 300+ clinics. SBA CRM fixes every leak in one place.
Not bloat. Not fluff. Tools that directly increase your revenue, built from observing what actually breaks inside 300+ Indian clinics.
SBA CRM records every incoming and outgoing call from your front desk. AI analyses the conversation, scores call quality, identifies missed conversion opportunities, and tells your team exactly what to say next time.
Drag-and-drop kanban that shows every inquiry from first call to booked appointment. You see exactly who is where, who needs follow-up, and who is about to convert. No lead falls through the cracks.
Automated sequences respond instantly, send appointment reminders, follow up on missed calls, and nurture cold leads back to life. Your WhatsApp works 24/7 while your team sleeps.
One screen shows exactly where every patient came from, what you spent, and what revenue they generated. No more guessing which ads work. Every rupee traceable to a patient.
AI analyses your data daily and tells you what to do next. Which ad to scale, which source to cut, which staff member needs training. It learns from 111 clinics and applies that intelligence to yours.
Every call recorded, timestamped, and linked to the lead record. You know who called, what was discussed, and whether the call converted. AI scores every call so you can train your team with real data.
Every patient's history, treatments, payments, call recordings, WhatsApp chats, and notes in one unified profile. Pull up any patient instantly during consultations. No more paper files.
Trace every rupee of revenue back to the exact ad, keyword, or campaign that brought the patient. See ROI per channel in real time. Stop funding what does not work. Double down on what does.
Front desk sees leads. Doctors see patient records. Owners see revenue. Every role gets a tailored view. Multi-location support means you run 10 branches from one login.
Build custom automations for every scenario: appointment reminders, consent form delivery, pre-treatment checklists, post-procedure follow-ups, review requests. Set it once. It runs forever.
Auto-generated weekly reports showing leads, conversions, revenue, top-performing ads, and staff performance. Sent to your inbox. You know how your practice is performing without opening a single dashboard.
HIPAA compliant infrastructure with end-to-end encryption. Daily backups. Role-based access control. Your patient data is safer here than in most hospitals. We take privacy seriously because your patients deserve it.
Leads from Google Ads and Meta Ads flow directly into your pipeline with source attribution. No manual entry. No CSV uploads. The moment someone fills a form or clicks call, they appear in your CRM with full tracking.
Every consultation call recorded and analysed by AI in real time. Get instant feedback on objection handling, closing techniques, tone, and patient engagement. AI scores each call and tells your front desk exactly what to improve.
Your personal AI growth strategist that learns from 111 clinics. Analyses daily performance, identifies funnel weak spots, recommends ad budget shifts, flags underperforming staff, and gives you a prioritised action list every morning.
Complete training platform for your entire clinic team. Front desk scripts, consultation frameworks, objection handling masterclasses, sales psychology, patient communication templates, and weekly live coaching sessions. Turn every team member into a growth asset.
SBA CRM adapts to your specialty. Dashboards, metrics, workflows, and AI coaching are all customised to how your specialty actually works.
Tracks acne consultations, laser packages, peel cycles, hair loss progression, and follow-up dermatology bookings in one view. WhatsApp sequences nurture pricing-sensitive aesthetic leads. AI Coach flags which procedure pages convert best for paid traffic.
Names and locations are anonymised because every SBA CRM client signs a non-disclosure agreement. The numbers below are pulled directly from their CRM dashboards.
Went from 15 walk-ins/month to 47 in 90 days using SBA CRM lead pipeline and WhatsApp automation.
From zero digital presence to ₹18 lakh monthly revenue. AI coaching pushed consultation conversion from 20% to 58%.
Scaled from 12 to 85 monthly hair transplant consultations. Call recording + AI scoring doubled phone conversion.
Achieved 4.2x return on ad spend within 60 days. WhatsApp automation reduced lead response time from 4 hours to under 2 minutes.
Front desk team went from 25% to 67% consultation-to-procedure conversion using SBA Academy training and AI call coaching.
Multi-location cosmetic surgery practice managing 3 branches from a single SBA CRM dashboard. Standardised SOPs across all branches.
Ayurvedic skin clinic scaled from 8 to 27 daily walk-ins. GMB optimisation, local SEO, and pipeline management closed the gap.
Premium aesthetics clinic generating 52 new patient inquiries weekly. Task manager ensures zero follow-up gaps across an 8-person team.
Plastic surgery practice tripled revenue in a single quarter. Revenue attribution showed exactly which Meta creatives drove ₹2L+ procedures.
All identifying details have been anonymised in accordance with the NDA every SBA CRM client signs at onboarding. Numbers are unmodified and pulled live from each clinic's CRM dashboard.
Here is everything included and what it would cost you separately.
Most CRMs were built for SaaS sales teams or generic agencies. We built SBA CRM for one job: growing a clinic in India.
| Feature | SBA CRM | GoHighLevel | HubSpot | WhatsApp + Excel |
|---|---|---|---|---|
| Built for clinics | Yes | 8-12 wk custom setup | US timezone, no Hindi | You are the system |
| Procedure-level revenue tracking | Built-in | No | No | Custom |
| WhatsApp AI automation | Built-in | Partial | Addon | Addon |
| AI Growth Coach | Built-in | No | Generic | Generic |
| Call recording + AI scoring | Built-in | No | Addon | Addon |
| Specialty-specific dashboards | Built-in | No | No | Custom |
| India-focused support | Yes | No | Limited | Limited |
| Time to first patient result | 48 hours | 6-8 weeks | 8-12 weeks | Never |
| Pricing | ₹12K/mo | ~₹8K/mo | ₹40K+/mo | ₹80K+/mo (hidden cost of chaos) |
GHL is powerful for agencies, not clinics. You will spend 2-3 months customising it to do what SBA CRM does on day one.
No hidden fees. No surprises. All plans onboard in 48 hours and include unlimited support during launch month.
For solo doctors and single-chair clinics getting started.
For growing clinics with a small team and multiple ad channels.
For multi-location clinics and groups doing ₹15L+ a month.
A clinic doing ₹12L/month that grows to ₹16L in 90 days generates ₹48L in additional annual revenue. SBA CRM at ₹20,000/month costs ₹2.4L annually. That is a 20x return. Most clients recover subscription cost in the first 30 days.
All photos and names anonymised under NDA. Quotes verified from interviews after onboarding.

"SBA CRM transformed how we manage inquiries. We went from 35% conversion to 68% in three months. WhatsApp automation alone saves me 2 hours every day. It is not just a CRM. It is a revenue machine."

"Finding a system that actually fits dentistry was hard. SBA CRM is built for clinics. Implant bookings increased 45%. The kanban keeps my entire team organised. Highly recommend."

"Hair transplant consultations are long and complex. The AI Coach helped us optimise our follow-up timing. Patient lifetime value jumped 3x. Absolute game-changer for our business."

"Managing multiple packages and progress tracking was overwhelming. SBA CRM automated everything. Patient retention improved from 42% to 71%. Worth every rupee."

"Cosmetic patients need constant engagement. The WhatsApp automation handles this perfectly. We have doubled our consultation bookings. The ROI was immediate."

"The call recording feature was the surprise win. We listened to our own front desk for the first time and the gaps were obvious. Two weeks of training and our show-up rate jumped 22%."
Still unclear? Bring it to the demo call. We will answer every question on a live walkthrough using your real numbers.
Book a free demo with Team SBA. We will walk through your real numbers, map your funnel, show the leaks, and demo the exact setup we would build.
No slides. No pitch deck. Just your clinic data on a live screen.
Founder-doctors and clinic owners only · 30 minutes · Bring your clinic numbers