Bariatric surgery CRM: from first message to 12-month follow-up the entire patient journey in one dashboard
Bariatric surgery software, program and CRM on one platform: Bariatric surgery appointment software, customer management software and sales automation with WhatsApp.
Gather domestic and international patients writing about gastric sleeve and gastric bypass in one unified inbox, and manage pre-assessment, surgery coordination and long-term dietitian-led aftercare from the same screen. AI-powered patient management software for bariatric surgery clinics.
Which CRM software should be used for Bariatric surgery? ÖzgürKod is a CRM for Bariatric surgery businesses: WhatsApp and Instagram messages collect in one inbox, patient records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
Familiar challenges for bariatric surgery clinics
High-volume international inquiries and 12-month aftercare can't be managed with Excel sheets and WhatsApp groups.
Patients disappear after surgery
Contact breaks off after the patient returns home. Dietitian check-ins, vitamin use and weight tracking fall behind, and the outcome shows up both in patient health and in reviews.
Pre-assessment workload overwhelms the team
Dozens of people write in every day with height, weight and medical history. BMI calculation and eligibility pre-screening are done by hand, so replies to patients who are genuinely suitable for surgery are delayed.
Flight and surgery coordination is scattered
The patient's flight details are in a WhatsApp group, the hotel booking is in email, the test list is in Excel. A single failed transfer shakes trust before the patient even lands.
What does ÖzgürKod do for bariatric surgery?
On top of general CRM tools, flows built specifically for your bariatric surgery operation.
With you at every stage of the patient journey
- Collect height, weight and medical history automatically with the pre-assessment form, and let suitable candidates stand out as hot leads
- Send the surgery + hotel + transfer package as a multi-currency PDF quote, and collect the deposit and remaining balance with a payment link
- When flight details are entered, open tasks automatically for the transfer team and the hotel, so everything is ready before the patient lands
- Post-surgery 1-, 3-, 6- and 12-month dietitian check-ins, vitamin reminders and weight tracking messages go out automatically in the patient's language
- Report how many pre-assessments and how many confirmed surgeries come from each channel, and manage your ad budget with data
Every incoming message becomes a patient card, height, weight and medical history are collected via form, and eligibility pre-screening gets faster.
The surgery, hotel and transfer package goes out as a PDF quote in the patient's language, the deposit is collected with a payment link, and the stage is clearly visible in the pipeline.
Transfer and hotel tasks open automatically with the flight details, and the examination and surgery day plan is sent to the patient step by step.
Dietitian check-ins at months 1, 3, 6 and 12, vitamin and fluid intake reminders, and weight tracking messages are sent automatically in the patient's language.
Not from a personal phone, but from the business line
Don't let Patient messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects patient information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the patient group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new patient came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, appointment, payment collection and your team — in one account
When a patient writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Patient cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own patients.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Patient write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the patient card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Bariatric surgery?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Bariatric surgery choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey patient most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Bariatric surgery program, software or CRM?
Most business owners search for the solution they need as “Bariatric surgery program,” “Bariatric surgery software,” “Bariatric surgery appointment software” or “Bariatric surgery customer management software.” “CRM” is the international name for this solution, and the need is the same: keep patient information in one place, never miss a request, and bring order to your work.
As a Bariatric surgery automation, ÖzgürKod gathers patient messages from WhatsApp, Instagram and the web in one panel and handles appointment and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Bariatric surgery
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and appointment reminders ready |
| Patient history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, appointment, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
A no-show appointment isn’t an empty hour — it’s an hour you’ve already paid for.
If you charge ₺1,000 per service: the monthly cost of your subscription equals 3 appointments.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What does obesity surgery CRM do?
It gathers requests for gastric sleeve and gastric bypass in one panel and automates pre-assessment, quotes, travel coordination and 12 months of post-surgery follow-up. It makes the long aftercare process — the most critical difference in bariatric surgery — systematic.
How does post-surgery dietitian follow-up work?
When the surgery date is entered, follow-up appointments at months 1, 3, 6 and 12 are scheduled automatically. Reminders for vitamin use, fluid intake and nutrition stage go out over WhatsApp in the patient's language, and weight tracking replies are recorded on the patient card.
How do I manage communication with international patients?
Incoming messages are translated automatically, and you reply with ready-made templates in 8 languages, including English, Arabic and German. After the patient returns home, all aftercare messages keep going out automatically in their own language.
Can I speed up the pre-assessment process?
Yes. You automatically send a form link that asks about height, weight and medical history, and the answers are recorded on the patient card. That way your team focuses on suitable candidates instead of asking everyone the same questions one by one.
How do pricing and setup work?
There is a monthly subscription model based on the number of users, with no setup fee and no extra charge per module. Because it is cloud-based, no technical team is needed; basic setup, including the WhatsApp connection, is completed the same day.
Bariatric surgery software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Bariatric surgery software", "Bariatric surgery software", "Bariatric surgery appointment software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: patient communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Try it without letting your next patient go untracked
7-day free trial, no card details required. Gather your requests in one panel on day one; put your aftercare flow on autopilot in the first week.