Aura Business maps every hospital account with its purchase committee, biomedical department and clinical champions, tracks demo units on loan, keeps each quotation revision and tender on the account, and schedules the follow-ups that a long hospital buying cycle demands.
A hospital sales CRM tracks a sale that has many people and few decisions: a doctor who wants the equipment, a biomedical engineer who evaluates it, a purchase officer who runs the process, a committee that approves it, and often a tender or rate contract that governs the price. Aura Business holds all of them on one hospital account, with the visits, demo loans, quotation versions and follow-ups that happen between the first conversation and the purchase order.
The sale can take a quarter or a year. What the CRM must do is make sure the account does not go quiet because a rep changed, a committee meeting was postponed, or a quote revision was sent from a personal email. Every touch is on the account, and every account has a next date.
Hospital purchasing is slow by design. A generic CRM built for quick B2B deals treats a nine-month cycle as a dead lead.
The consultant, the biomedical head and the purchase officer are known to one rep, and known to nobody when the rep moves on.
The purchase committee meets monthly; the quote arrives a day late and waits another month.
An ultrasound sits in a department for evaluation and nobody has asked for a decision or the unit back.
Three revisions later the committee approves a version the rep cannot find.
The same hospital buys some items by tender and others directly, and the pipeline does not distinguish.
'I'll call them next month' is the entire follow-up plan for a deal worth lakhs.
A doctor or department asks; the lead is created on the hospital account with the clinical contact.
Rep visits with GPS check-in and notes; biomedical and purchase contacts added by role.
A demo unit or sample is issued on loan with a return date and an evaluation outcome.
GST quotation from the catalogue; revisions kept as versions; rate-contract prices where they apply.
The route to purchase is recorded; tender dates and EMD tracked if it goes that way.
Purchase order received, sales order raised, delivery and installation scheduled.
The asset enters the installed base; warranty and the future AMC are already visible.
Workflow: The account records the committee's monthly date; the follow-up reminder fires a week before with the latest quote version attached.
Result: The proposal is on the table when the decision is made.
Workflow: The demo unit's return date passes; the rep is prompted to collect an evaluation outcome from the department head.
Result: Either an order or the unit back, within the month.
Workflow: Contacts, visit notes, quote versions and the next action are on the account; the new rep picks it up from the activity feed.
Result: No relationship walks out with the resignation.
Workflow: A medical college has a rate contract for consumables; a new quote for those items pulls the contract price and flags the end date.
Result: The quote is compliant and the renewal is on the calendar.
Selling capital equipment to private and government hospitals.
Direct reps working clinical champions and committees.
Selling analysers and reagent contracts to hospital labs.
One decision at head office, many sites to serve.
Where the sale is a tender and a rate contract.
Problem: A distribution business run entirely on WhatsApp and Excel.
Built: Field app, manager dashboard, GST billing and payment tracking.
Stack: React Native, Supabase, WordPress.
Problem: No online store or way to manage distributors.
Built: Storefront, distributor portal, quote-to-order and 253 SEO pages.
Stack: Supabase, JavaScript, Playwright.
Yes. Contacts on a hospital account are recorded by role, so a consultant can be the clinical champion, the biomedical head the technical evaluator, and the purchase officer the commercial contact. Visits and notes are logged against any of them.
The sample tracking module issues a unit to a hospital department with a responsible rep and a return date, and prompts for an outcome when the date passes. Demo stock is a location in inventory, so the units are never lost.
Yes. A hospital account can have direct opportunities in the pipeline and tenders in the tender tracker at the same time, with rate contracts recorded where they govern price. See tender management software.
Check in by GPS at the hospital, log the visit and who was met, update the opportunity stage, issue or collect a demo unit, and set the next follow-up. Managers see the activity feed on the web dashboard.
This CRM is for companies selling to hospitals. A hospital managing its own patients uses a different product; see healthcare CRM software for that distinction and HIMS for hospital operations.
The sales order, delivery, installation and acceptance are handled in the same platform, the serial enters the installed base, and warranty and AMC opportunities are visible from day one. See installed base management software.
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Founder-led · Chennai, India · Built and supported by the person who wrote it