CLINICAL PATHOLOGY LIMS PLATFORM

Modern Diagnostic Center Digital Laboratory OS

LabPlix's built-in CRM tracks leads, lead activity, and follow-ups on a kanban board — with tasks and notes — so no patient inquiry falls through.

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Analyzer Sync
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Audit-Ready
NABL Compliance

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Diagnostic Capability Suite & Workflow Overview

CRM for Healthcare: Never Lose Track of a Lead Again

LabPlix's built-in CRM tracks leads, lead activity, and follow-ups on a kanban board — with tasks and notes — so no patient inquiry falls through.

MODULE 01

Every Missed Follow-Up Is a Patient Who Went Somewhere Else

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Not every person who inquires about your clinic or hospital becomes a patient on the first call. Someone asks about a package price and says they'll "think about it." A corporate HR contact requests a health-checkup proposal. A patient inquires about a procedure but needs a few days to decide. Without a system to track these conversations, they quietly disappear — not because the person wasn't interested, but because nobody followed up in time.

LabPlix's built-in CRM brings structured lead tracking, follow-up management, and team collaboration directly into your clinic's software — so inquiries are managed as deliberately as your patient care.

MODULE 02

Lead & Lead Activity Tracking

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Every inquiry — whether from a walk-in, a phone call, a website form, or a referral — can be captured as a structured lead inside LabPlix, rather than left to staff memory or a scattered notebook.

Centralized Lead Records

Every prospective patient or corporate inquiry gets a record with contact details, source, and interest area, keeping your entire pipeline visible in one place.

Lead Activity Logging

Track every call, message, and interaction against the lead, so anyone picking up the conversation can see exactly what's already been discussed.

Conversion Tracking

See which leads convert into actual patients or contracts, giving you real visibility into what's driving new business — not just a guess based on gut feeling.

MODULE 03

Kanban Board: Your Pipeline, Visualized

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Lists and spreadsheets make it easy for leads to get stuck without anyone noticing. LabPlix's kanban board gives your team a visual, always-current view of where every lead actually stands:

Stage-Based Columns

Move leads through clear stages — New, Contacted, Follow-Up, Converted, Lost — with a simple drag-and-drop workflow.

At-a-Glance Pipeline Health

See instantly how many leads are stuck in follow-up, how many are close to converting, and where bottlenecks are forming.

Team Accountability

Assign leads to specific staff members, so ownership of each conversation is always clear — no lead sitting untouched because everyone assumed someone else was handling it.

MODULE 04

Tasks: Follow-Ups That Don't Depend on Memory

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Good intentions to "follow up next week" rarely survive a busy clinic schedule without a system behind them. LabPlix's task feature turns follow-up intentions into trackable, assignable action items:

Task Creation Against Leads or Patients

Set a follow-up task tied directly to a specific lead or patient record, with a due date and assigned owner.

Reminders & Due Dates

Keep upcoming follow-ups visible, so tasks don't quietly slip past their intended date.

Team-Wide Visibility

Managers can see outstanding tasks across the team, helping catch anything at risk of being missed before it becomes a lost opportunity.

MODULE 05

Notes: Context That Travels With the Conversation

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Every lead and patient interaction carries context that's easy to forget by the next conversation. LabPlix's notes feature keeps that context attached and accessible:

Structured Note-Taking

Add notes directly to a lead or patient record after every call or interaction, capturing details, concerns, or preferences discussed.

Full Interaction History

Anyone reviewing the record later — even a different staff member — can quickly get up to speed without needing to ask the patient to repeat themselves.

Better-Informed Follow-Ups

Notes ensure the next conversation picks up exactly where the last one left off, creating a more professional, attentive experience for the person on the other end.

MODULE 06

Why a Built-In CRM Matters for Healthcare Practices

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Most clinics and hospitals rely on external CRM tools — if they use one at all — that live completely disconnected from their actual patient and billing systems. LabPlix removes that disconnect entirely:

One System, Not Two

Leads and patients live in the same platform, so a converted lead becomes a patient record instantly, without manual re-entry.

Full Context for Clinical and Sales Teams

Anyone speaking to a prospective patient has access to past interactions, package details, and notes in one place.

Ready to Scale

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