Wellness CRM Reviews & Product Details

YV Wellness CRM by Yogicverse YV Wellness CRM is an all-in-one management platform designed for wellness centres, yoga studios, Ayurveda clinics, naturopathy centres, wellness retreats, hospitals, and clinics. It helps businesses manage the complete customer journey, from the first enquiry to the final invoice, through one connected system. Key Features CRM & Lead Management: Capture enquiries, qualify prospects, track opportunities, and manage the sales pipeline. Bookings & Stays: Manage packages, appointments, residential programmes, and guest bookings. Consultations & Prescriptions: Maintain clinical notes, assessments, vitals, and digital prescriptions. Property & Room Management: Handle check-ins, check-outs, room allocation, and occupancy tracking. Insurance Claims: Manage pre-authorisations, supporting documents, and settlement tracking for cashless care. Billing & Invoices: Generate GST-ready invoices and manage payments and receipts. Unified Seeker Records: Keep customer information connected across enquiries, consultations, bookings, and billing, reducing duplicate records and manual data entry. Built for Wellness Businesses YV Wellness CRM supports different types of care and wellness operations, including yoga studios and retreats managing programmes, batches, residential retreats, and repeat guests. Ayurveda centres can coordinate Panchakarma stays, therapy charts, and doctor-led outpatient consultations. Naturopathy centres can organise residential programmes, diet plans, and daily treatment schedules. Hospitals and clinics can manage outpatient and inpatient workflows, insurance pre-authorisation, claims, and discharge processes. How It Works The platform connects key operational activities through a shared seeker record. An enquiry can progress to a consultation, booking, and invoice while relevant customer information remains accessible across the workflow. Business Benefits Reduce duplicate data entry and reliance on disconnected spreadsheets. Improve visibility into enquiries and sales opportunities, coordinate front-desk, clinical, and accounts workflows, and manage bookings, rooms, consultations, and billing from one dashboard. The modular platform allows businesses to expand functionality as their requirements grow. YV Wellness CRM by Yogicverse helps wellness organisations bring customer management and daily operations together in one centralised platform.