Sheet CRM
Designed For
Solo Doctors & Clinics
Turn patient leads into trackable revenue with
- Fully automated lead funnel
- A live revenue dashboard
- Zero software to install
Sheet CRM
Automated
Revenue Analytics
For Doctors & Clinic
Managers to track
Automated
Lead Dashboards
& Workflows for
Receptionists to manage
Appointment
Setting & Reminders
Automated
in One Sheet
Doctors — It's an Emergency
for your patient lead funnel!
Leads falling
through the cracks
Enquiries go unanswered due to increasing lead flow, and most clinics have no automated tracking whether a lead ever booked or why they didn’t.
No visibility on
follow-up ROI
Doctors know what they spend on marketing, but don’t know what they lose due to poor follow-ups. That gap is where revenue disappears.
Manual tracking
doesn't scale
Sticky notes, spreadsheet tables, and diary entries. When the team is busy, follow-ups are the first thing that get skipped.
Get Rx Inflow
No Installs. Full Automations. Rx Inflow lives in Google Sheets and connects to tools you already use. Automated for
-
All Lead
Source Channels
-
Revenue
Pipeline Tracking
-
Patient
CRM Pipeline
-
Lead to Revenue
Clarity Dashboards
-
Appointment
Calendar
-
Patient
Reactivation Emails*
-
Follow-up Reminders
on Google Tasks
-
Monthly Reports
Directly in Your Inbox*
Please check Plans below for appropriate feature list
From Guessing to Knowing
exactly what your pipeline is worth.
Without Rx Inflow
- Leads managed across WhatsApp, email, and notes with no unified view
- Follow-up relies on staff memory and goodwill
- No way to see which marketing spend actually converted to bookings
- Revenue from lapsed patients is written off, not chased
- Monthly reporting takes hours and tells you almost nothing actionable
With Rx Inflow
- Every lead tracked from first contact to booking in a single sheet
- Automated follow-up reminders mean nothing slips through
- Revenue tracking tab shows spend vs. generated vs. lost revenue live
- Lapsed patient reactivation built into the system, not bolted on
- Five-minute weekly review replaces hours of manual reporting
Choose How To Start
| Rx Inflow Features | One-Time Download | Managed by HMA |
|---|---|---|
| Lead Database | ✓ | ✓ |
| Status Tracking | ✓ | ✓ |
| Assigned To Tracking | ✓ | ✓ |
| Follow-up Management | ✓ | ✓ |
| Today's List | ✓ | ✓ |
| Priority List | ✓ | ✓ |
| Auto Status Suggestions | ✓ | ✓ |
| Revenue Tracking | ✓ | ✓ |
| All-Time Dashboard | ✓ | ✓ |
| Monthly Dashboard | ✓ | ✓ |
| Revenue Funnel | ✕ | ✓ |
| Lead Source Integration | ✕ | ✓ |
| CRM Health Check Toast | ✕ | ✓ |
| Staff Performance Dashboard | ✕ | ✓ |
| Client Onboarding & Setup | ✕ | ✓ |
| Custom Dashboard Tweaks | ✕ | ✓ |
| Automated Lead Capture | ✕ | ✓ |
| Monthly Executive Report | ✕ | ✓ |
| Automated Google Tasks Assignment | ✕ | ✓ |
| Auto Lead Assignment | ✕ | ✓ |
| Advanced Workflow Automation | ✕ | ✓ |
| Multi-user Team Management | ✕ | ✓ |
| Ongoing CRM Maintenance | ✕ | ✓ |
| Monthly Strategy Review | ✕ | ✓ |
| Automated Mail Templates | ✕ | ✓ |
How it works
One-Time Download
Set up in a day.
Tracking from week one.
Purchase Once
Sheet template lands
in your inbox immediately after payment
Copy to your Google Drive
Your data,
your account, your control
Read the Manual & Enter Required Data
See how the sheet
works and what to update in each tab
Update Leads & Revenue
Add your lead sources or leads directly, track,
update and let the automations do their thing.
Discuss with Dashboards
Check Monthly & All-Time
Dashboard to get Lead and Revenue Clarity.
Analyse Full Lead Funnel & Channels to find gaps.
Run the 5-minute daily review every day and act on what you see under Today’s List and Priority List tabs.
Managed by HMA
Get Expert Team Support to
Implement & Manage your Rx Inflow CRM
We Schedule Our Strategy Call
> We understand the scope of your practice setup and pipeline to plan the CRM automations over the call
> We further work with you to finalize
Templates, Design, & Added Functions
We Configure & Setup
> Our team configures Rx Inflow to your lead sources, team size, patient needs and booking system
> We further work with you to finalize
Templates, Design, & Added Functions
We Train & Support
> You and your team gets
a live training session about using the sheet
day-to-day and tracking Lead & Revenue Metrics.
> We update, optimize, and manage the
system as your team and clinic scales.
Get quick WhatsApp support, Monthly
Status Reports and more benefits as we work together.
Who Needs Rx Inflow?
From Independent Physicians to Specialists & Clinics
GP & Specialist Clinics
Private practices managing a mix of insurance and self-pay patients who want a clear picture of where private revenue is coming from.
Dental Practices
From cosmetic to orthodontics, dental teams with multi-treatment pipelines who need one place to track what is open, stalled, or booked.
Mental Health & Therapy
Practitioners who need a discreet, simple system for managing intake enquiries without the overhead of complex clinic management software.
Healthcare Operators
Private practices managing a mix of insurance and self-pay patients who want a clear picture of where private revenue is coming from.
Aesthetics & Cosmetic Centers
High-enquiry, high-value practices where every unattended consultation is real money lost.
Physiotherapy & Allied Health
Multi-therapist clinics managing high enquiry volumes where follow-up is the difference between a full diary and empty slots.
Stop Guessing
how much poor reception follow-ups is costing you. Rx Inflow gives you the Clarity and the System to change it. Whether you manage it yourself or let us manage it for you.
Frequently Asked Questions
No. Rx Inflow is built entirely in Google Sheet Automations. You need a Google account, which most clinics already use. There is no app, no software license, and nothing to install. You copy the template to your Google Drive and start using it.
Yes. Downloaded Rx Inflow Sheet lives entirely in your own Google
Drive. Your data is governed by your own Google Workspace settings,
never stored on our servers. Managed Rx Inflow Sheet is managed
under a strict data confidentiality agreement.
For Downloaded Rx Inflow Sheet, most clinics are fully set up within a day. The core configuration takes around 45 minutes. The integration step with your booking system or WhatsApp takes another hour or two using the provided Zapier or Make templates.
Downloaded Rx Inflow Sheet is the DIY kit. You buy it once, set it up yourself, and run it with your team. Managed Rx Inflow Sheet is a Done For You managed service where our team handles setup, integration, and monthly status reviews.
Yes. You can start with Downloaded Rx Inflow Sheet to get familiar
with the system and upgrade to Managed Rx Inflow Sheet when they
want the ongoing management lifted off their plate.