G2

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

5/31/2026

"Keeping Tasks, Activities, and Follow-Ups Better Organized"

5/5

What do you like best about Prospect CRM?

I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. Prospect CRM helps me keep consultations, follow-ups, and daily activities organized in one place. Earlier, important reminders and follow up tasks were spread across notes and different files, but with Prospect CRM it is much easier to track what needs attention and what has already been completed. The system is easy to use and did not require a complicated setup. After spending a little time with it, creating tasks, managing activities, updating records, and checking progress became quite straightforward. I use it regularly to keep track of patient follow-ups, consultation-related activities, and routine work that needs to be completed on time.

One feature I find useful is task and follow-up management. It helps me organize pending work, schedule activities, and make sure important follow-ups are not missed. The dashboard is also helpful because it gives a quick overview of ongoing activities and helps me stay organized during busy workdays. I also like that customer records, activity history, reporting, reminders, and search functions are available in one place. This makes it easier to find information quickly instead of checking multiple files or notes. For my health education work, I can also keep track of content-related activities and reminders in a more structured way. Performance has been good for my daily work. Opening records, updating tasks, checking activity history, and reviewing follow-ups feels smooth and does not slow down my workflow.

The number of features feels practical without being overwhelming. It includes activity tracking, dashboards, reporting tools, reminders, customer management, and workflow organization that support day-to-day work. Integration and implementation were smooth, and the available help resources were useful whenever I needed guidance. Overall, Prospect CRM helps me stay organized, manage follow-ups more efficiently, and keep routine clinic and content-related activities structured. It saves time and makes daily work easier to manage. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Task management works well, but it would be helpful if reminders were a little more noticeable. For important follow-ups, stronger notification options could make activity tracking even better. The search and activity tracking features are useful, but when there are many records and ongoing updates, finding very specific information can sometimes take a few extra steps. Review collected by and hosted on G2.com.

What problems is Prospect CRM solving and how is that benefiting you?

Prospect CRM is helping me solve the problem of keeping follow-ups, daily activities, and consultation-related work organized in one place. Earlier, reminders, pending tasks, and activity notes were spread across different files and notes, which made it easy to miss important follow-ups. Now I can create tasks, track activities, and monitor what work is pending or completed from a single system. This helps me stay organized during busy clinic hours and makes follow-up management much easier.

For my work as a Dietician & Nutritionist, homeopathy clinic manager, and health education content creator, it also helps me keep consultation-related activities and content planning tasks structured. I can quickly check upcoming work, review activity history, and keep routine tasks better organized without relying on multiple tools.

As a result, I spend less time managing reminders and searching for information, and more time focusing on patient care and educational work. Overall, it brings more structure to my daily workflow and helps me manage ongoing activities more efficiently. Review collected by and hosted on G2.com.