Lead Distribution Automation is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.
The gap between a paid lead and a first reply
Advertising spend buys you a name and a phone number. What decides whether that becomes a treatment is how fast somebody who can actually answer gets in touch — and in most clinics that step is manual, which means it happens in batches, at the convenience of a coordinator.
Lead distribution automation closes the gap. Leads from connected advertising forms are transferred into the system and allocated to the right individuals or groups automatically, so the first response goes out while the patient is still thinking about the ad they just saw.
- Transfer leads from connected advertising forms without manual export
- Allocate them to the appropriate consultant or user group automatically
- Get alerts for leads that have contacted you before
- Cut response time to the point where it changes conversion
- Keep the source and campaign attached for later reporting
Recognising the patient who came back
Medical tourism leads are rarely one-off. The same person fills in a form for a hair transplant in April, goes quiet, then answers a retargeting ad in July. Treated as a new lead, they get assigned to a different consultant and quoted a different price.
MetoCRM raises an alert when a lead has previously interacted with your business, so the enquiry reaches whoever already knows the history — and the follow-up references the earlier conversation instead of starting from scratch. Pair it with customer status to see how far the patient got last time, and with follow-up to keep the thread alive after the first reply.
Setting up distribution
Distribution rules are configured inside the system — the lead distribution guide shows how allocation is viewed and adjusted.
Connect the sources first: advertising forms from your own site, and the ad platform forms your campaigns use. Then decide whether leads should go round the team, to a named user group, or by treatment.
Frequently asked questions
Leads from connected advertising forms and the web forms you build in the system are transferred and allocated automatically, with their source recorded so that reporting can separate one campaign from another.
Yes. Allocation follows the criteria you set, so leads can be sent to the consultant or user group responsible for a treatment, a language or a market instead of simply the next person in line.
The system alerts you that this person has interacted before, which lets you route them back to the consultant who handled the earlier conversation rather than starting a duplicate one.
