Google Calendar
Instagram, WhatsApp and Facebook in one panel
Every incoming message and ad form becomes a potential customer and goes to a representative who speaks their language. Offers, appointments and follow-up messages live on the same record, and you see which channel brings in sales.
MBYS
1. Greet
Every message in one inbox
Instagram, Facebook and WhatsApp messages land on the same screen, and a new customer's first message gets a greeting automatically.
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2. Distribute
To the right representative, automatically
Each chat goes to the next representative who speaks its language and hasn't reached their limit; each potential goes to a representative in its pipeline.
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3. Sell
Offer links and appointments
Offers go out as links and you see when they're opened; once an offer is accepted, the appointment goes into the calendar in one step.
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4. Measure
Who sold what, through which channel
Dashboard, representative performance and ad reports, compared with the previous period.
Learn moreFor every team that wins customers through messages
One platform, shaped around each team's own workflow: you define the states, operation types and distribution rules.
Medical TourismOffers, appointments and follow-up in their languageBeauty SalonsSession bookings, package offers, follow-up
Real Estate AgenciesBuyer and tenant tracking, viewing appointments
Sales TeamsLead distribution, follow-up and performance
All your work in one place
From first message to offer, from appointment to report: your customer's whole journey on one record.
No message goes unanswered
Instagram DMs, Facebook Messenger and WhatsApp in the same inbox. The customer card sits next to the chat, so you see at a glance who wrote, through which channel and in which language.
- Official WhatsApp Business Platform
- Representative assignment by language
- Automatic greeting for first messages
Every ad form becomes a potential, automatically
Every submission from Facebook and Instagram forms is saved with its campaign details and assigned to a representative by the pipeline. You see which ad brings in customers.
- Form field mapping
- Campaign, ad set, ad
- Conversion rate
Every lead with the right rep
Potentials are assigned by pipeline; chats go to the next representative who speaks the language and hasn't reached their limit. Pause a representative on leave; every state has a clear next step.
- Automatic assignment
- Daily, weekly, monthly chat limits
- State alerts
Follow-up messages go out on their own
The calendar respects capacity per location, specialist and operation type. Set up the messages that go out when an appointment is booked, before it and after it, just once.
- Capacity-aware calendar
- Export to Google Calendar
- Text, voice, image, document
Ready for your team
Representative performanceConversion from potential to appointment, ranked person by person.
Interface in three languagesTurkish, English and German. With your own logo.Docvivo AIAn AI assistant that works inside the CRM, plus report translation that pays attention to medical terminology.Roles, permissions and IP restriction765 permissions, daily backups, audit logs.Easy migrationImport your records in bulk from Excel or Google Contacts; our team will help.Frequently asked questions
What exactly is Docvivo CRM and which industries is it for?
Docvivo CRM is a customer and client management platform built for healthcare institutions, clinics, dental clinics, aesthetic centers and consultancies, with pipeline support and ChatGPT API integration.
How long does setup take, and do we need to invest in hardware?
Docvivo CRM is fully cloud-based; it needs no server or hardware investment. You can reach it instantly from any device with internet. With an online orientation, your business can start using it the same day.
Which channels can I manage messages from?
WhatsApp, Instagram DM and Facebook Messenger messages land in one real-time inbox. Submissions from Meta lead forms and from the forms on your website also become potential records automatically.
Is the WhatsApp integration official?
Yes. Docvivo runs on Meta's official WhatsApp Business Platform (Cloud API). You connect your number in a few steps through Meta's own connection screen, and if you like, you can keep using the same number with the WhatsApp Business app.
How does it work with international customers?
The message's language is detected and the chat is assigned to a representative who speaks that language. The first-message greeting, offers and appointment follow-up messages go out in the customer's language. Records offer a choice of 24 languages.
How do I send offers?
Create multilingual offers from ready-made templates and send them to the customer as a link. You see how many times an offer was opened, and you can download it as a PDF and add a deposit and a validity date. Different currencies are calculated at the current exchange rate.
Are appointment reminders automatic?
Yes. You set up WhatsApp follow-up sequences for when an appointment is created and for before and after it; text, voice messages, images or documents go out on time, in the customer's language. Email can also be used for notifications.
What is MBYS and what does Docvivo do?
MBYS (Muayene Bilgi Yönetim Sistemi, the Examination Information Management System) is how examination and registration data reach the Turkish Ministry of Health. In Docvivo you set up your institution, send packages automatically or with "Send to Ministry", and follow each package's status and the ministry's response inside the record.
How do I turn on the AI assistant, and who pays for it?
The firm administrator enters an OpenAI API key under Integrations and switches AI Chat on. Usage is billed to your firm's OpenAI account; voice commands (beta) are currently open to firm administrators and, in GPT-Live mode, billed per minute.
Is there a Turkish Ministry of Health integration?
The Turkish Ministry of Health integration is offered to clinics as an add-on module and covers the SYS (e-Nabız), SKRS and e-Rapor services. Talk to our team about setup and activation.
What AI features are there?
There's an AI assistant that works inside the CRM, and AI translation for operation reports that pays attention to medical terminology. You can also use a writing assistant in report templates.
How can I bring my existing customer and client records into Docvivo?
Your data from Excel or other systems is transferred into the Docvivo CRM platform with smart import tools and the guidance of our technical team, with zero risk of data loss.
Does Docvivo CRM meet KVKK and data security requirements?
Yes, Docvivo CRM is 100% compliant with KVKK and GDPR. Data is encrypted with 256-bit SSL. User-based permissions and digital consent approvals are managed securely.
How does pricing work?
Pricing is per user, per month. Longer plans and larger teams get discounts, and modules such as the Turkish Ministry of Health integration are added separately. Current packages are on the Pricing page.
Which languages is the interface available in?
Turkish, English and German. Each user picks their own language, and the interface shows your own logo.
How do I get started?
Create your free account, connect your channels and greet your first potential. Wherever you get stuck during setup, our team is there to help.
How do user training and technical support work?
A Customer Success Specialist assigned to you gives online training tailored to your team. For day-to-day use, uninterrupted technical support is provided through a live support line and by phone.
From first message to sale, start today
Create your free account, connect your channels and greet your first potential. Wherever you get stuck during setup, our team is there to help.
Per user, simple pricing
Longer plans and larger teams get discounts.
Starter Package
Basic CRM and customer tracking features for small businesses and startups.
Per user / month
- 20,000 Appointments
- 4,000 Offers
- 10 Meta channels
Professional Package
Advanced marketing and sales automation tools for growing businesses.
Per user / month
- 40,000 Appointments
- 8,000 Offers
- 20 Meta channels
Premium Package
Full-scale enterprise solution for multi-branch corporations and high-volume businesses.
Per user / month
- 120,000 Appointments
- 20,000 Offers
- 40 Meta channels
Starter Package
Basic CRM and customer tracking features for small businesses and startups.
Per user / month
- 20,000 Appointments
- 4,000 Offers
- 10 Meta channels
Professional Package
Advanced marketing and sales automation tools for growing businesses.
Per user / month
- 40,000 Appointments
- 8,000 Offers
- 20 Meta channels
Premium Package
Full-scale enterprise solution for multi-branch corporations and high-volume businesses.
Per user / month
- 120,000 Appointments
- 20,000 Offers
- 40 Meta channels
Starter Package
Basic CRM and customer tracking features for small businesses and startups.
Per user / month
- 20,000 Appointments
- 4,000 Offers
- 10 Meta channels
Professional Package
Advanced marketing and sales automation tools for growing businesses.
Per user / month
- 40,000 Appointments
- 8,000 Offers
- 20 Meta channels
Premium Package
Full-scale enterprise solution for multi-branch corporations and high-volume businesses.
Per user / month
- 120,000 Appointments
- 20,000 Offers
- 40 Meta channels
What Docvivo users are saying
The ease Docvivo brings to our management systems has given us real comfort in both our medical and our marketing processes. I'm glad to use a platform that builds dedicated modules for every department of our clinic.
A great solution partner for international medical tourism marketing, with modules that really work. With its automated lead tracking, advanced notification system and detailed reporting, it has every feature this industry needs.
I've stayed in control and informed with ease at every stage of our clinic's work. In that sense, Docvivo CRM offers a completely different experience.