MeevaMed CRM
Lead → renewal commercial pipeline, customer health, forecast, and activity timeline (ADR-023)
Platform sales CRM (not hospital PHI). REST: /api/crm · /api/crm/actions. Live email/calendar sync Blocked.
crm.view, crm.edit, crm.forecast
Open pipeline
₹53.3 L
3 deals
Weighted forecast
₹81.5 L
Stage weights
Leads
2
3 orgs
Health / tasks
0 at risk
2 overdue · 2 alerts
Pipeline funnel
0
Lead
0
Contact
0
Organization
1
Opportunity
0
Proposal
1
Quotation
1
Negotiation
0
Won
1
Implementation
0
Go Live
0
Customer Success
0
Renewal
1
Upsell
0
Support
1
Lost
Opportunities
| Deal | Stage | Amount |
|---|---|---|
Wellness First — Chain HMS Priya AE · health green | Implementation | ₹48.0 L |
CarePlus — Diagnostic suite Arjun AE | Quotation | ₹12.5 L |
Nova — Enterprise + white-label Priya AE | Negotiation | ₹36.0 L |
Harbor — Starter clinic Priya AE | Opportunity | ₹4.8 L |
Wellness First — Pharmacy upsell CSM Neha · health green | Upsell | ₹6.0 L |
CarePlus — Lost to incumbent Arjun AE | Lost | ₹8.0 L |
Leads
| Lead | Status | |
|---|---|---|
Karan Desai Sunrise Clinics · Website | new | |
Anita Rao Harbor Nursing Home · Partner | qualified |
Wellness First — Chain HMS
Wellness First Hospitals · Bengaluru · chain CHN-MM-001
green · 82
Log activity
Timeline
- Task Prepare implementation kickoff
Activities
- Call · Discovery call — CarePlusArjun AE · done
- Meeting · Nova commercial reviewPriya AE · due 2026-08-12
- Email · Quotation v2 sentArjun AE · done
- Task · Prepare implementation kickoffCSM Neha · due 2026-08-08
- Task · Overdue: send NDAPriya AE · due 2026-08-01
Notifications
- Negotiation reminderNova deal expected close this month.
- Overdue taskSend NDA for Harbor starter.
Contacts & orgs
3 contacts · 3 organizations
- Wellness First Hospitals · Bengaluru · CHN-MM-001
- CarePlus Diagnostics · Hyderabad
- Nova Multi-specialty · Pune
Audit requires crm.audit.
Patient Feedback & Complaint Escalations (Section 13)
Rohit Patel2★ · waiting_time
OPD wait time was over 45 minutes past the scheduled slot.
Owner: Dr. Sunita (PRO Manager)in_progress
Ananya Sharma5★ · clinical_care
Exceptional nursing care in Ward 4B and smooth pharmacy dispensing.
Owner: PROresolved
Analytics & reporting
Funnel counts and weighted forecast above. Deep reports export and external BI remain Planned. Hand off Won deals to implementation via onboarding; renewals via SaaS billing.