Frequently Asked Questions
The questions we get most often about MetoCRM, medical tourism operations and setup.
MetoCRM is a customer and operation management system built for medical tourism companies. It runs a patient from the first message to post-treatment follow-up in one system: multi-channel sales conversations, offers, partner hospital and hotel coordination, transfers and bookkeeping.
General CRMs have no concept of a patient file, a companion, a partner hospital, a transfer or a treatment offer. In medical tourism the work does not end when a conversation converts — that is where operations begin. MetoCRM keeps both sides on the same record.
Opening the account and defining the team can be done the same day. Integrations set the real timeline: the Official WhatsApp API application depends on third-party approval, and acquiring a Zadarma number is a separate step. The documentation covers each integration step by step.
There are two options. WhatsApp Lite connects your existing number by QR and suits a fast start. The Official WhatsApp API runs through Twilio and is required for template messages and bulk communication; the application and number approval flow is documented.
Access is limited by role-based permissions: each user only sees what their role allows. The data masking module lets representatives work without seeing patient contact details. Actions in the system are tracked with audit logs.
Yes. The batch data upload module imports your CSV files. Lead distribution automation then assigns imported records to the team by rule.
There is no minimum; you can start with a single user and add seats as the team grows. Pricing follows the user count, so you scale without changing the package.
Yes, MetoCRM has iOS and Android apps. Teams in the field or travelling can follow conversations and patient records from their phone.