Web Form

Web Form 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.

Turning website visitors into assigned leads

A contact form on a clinic website usually ends in an inbox. Somebody reads it, copies the name into a spreadsheet, and forwards it to whichever consultant seems free. Every step in that chain is a place where an enquiry can wait a day or disappear.

Web forms built in MetoCRM skip the chain entirely. You create the form to match your site, place it on the page, and every submission arrives in the system as a patient record — already assigned according to the rules you set, already carrying the source it came from.

• Build a form that matches your website's content and place it easily
• Submissions become patient records automatically, not inbox items
• Distribute incoming leads by your own criteria
• Route different forms to different consultants or groups
• Track which page and campaign produced each enquiry

Different forms for different treatments

A hair transplant landing page and a dental implant page attract different patients and usually different consultants. Because each form can be routed independently, the enquiry reaches the person who can quote it without a coordinator standing in the middle.

The fields you collect are yours to define, so a form can ask for the details that actually shorten the first reply — treatment of interest, preferred dates, city of departure. That information lands on the patient card and feeds customer category and customer source, which is what later makes reports worth reading.

Creating and placing a form

Forms are created inside the system and embedded on your site — the web form guide covers building it and placing the code.

If your leads come from paid advertising rather than your own pages, look at lead distribution automation, which does the same job for connected advertising forms.

Frequently asked questions