Med Group CRM
The Complete Medical Equipment Sales & Service Management Platform
From lead to installation — manage your entire business in one system
Platform Overview
Everything You Need in One Platform
Med Group CRM unifies sales, service, and client management for medical equipment companies. Track leads, generate professional offers, manage installations, and handle service tickets — all from a single system.
4.774
Lead-uri
114
Clienți
38
Oferte
123
Sarcini
160
Echipamente
Dash
Dashboard
Vânzări
Deal closing
Service
Tichete
Smart Dashboard
Real-Time Business Overview
4.774 leads, 114 clients, 38 offers — all at a glance
Smart Dashboard
Real-time overview of daily tasks, pipeline metrics, AI-scored leads, and upcoming activities — everything you need in one glance.
Lead Management
Complete sales pipeline from prospecting to closing. Track every interaction, score leads with AI, and never miss a follow-up opportunity.
Client Database
Comprehensive client profiles with full purchase history, installed equipment, service contracts, and communication logs all in one place.
Offer Builder
Generate professional PDF quotations in seconds. Configure pricing, discounts, installment plans, and track when clients open your emails.
Sales Tracking
Record closed deals, monitor delivery status, track payments, and maintain complete contract history for every transaction.
Equipment Inventory
Track every installed device with serial numbers, warranty dates, service history, and maintenance schedules across all client locations.
Service Management
End-to-end service ticket workflow: from client call to resolution. Assign technicians, track parts used, and document every intervention.
Task & Activity Tracking
Never miss a deadline. Create tasks, set priorities, receive automatic reminders, and build a complete activity journal for each client or lead.
Service Module
Complete Service Management
160 installed devices, 3 active tickets — track every intervention
Advanced Features
Built for Enterprise Scale
Powerful admin tools, AI-powered insights, and seamless integrations
AI Lead Scoring
Automatic conversion probability scoring helps prioritize high-value prospects and focus your sales efforts.
Email Tracking
Know exactly when and how many times a client opens your emails. Real-time open notifications.
Smart Notifications
Automatic alerts for overdue tasks, expiring warranties, upcoming contract renewals, and service deadlines.
Landing Pages
Create and manage campaign landing pages with custom forms that feed directly into your lead pipeline.
Client Map View
Geographic visualization of all clients with status indicators for territory planning and route optimization.
Role-Based Access
Granular permissions for admins, sales agents, and service technicians — each role sees exactly what they need.
End-to-End Workflow
How It All Connects
Capture Leads
Import from Facebook Ads, landing pages, or add manually. AI scores each lead automatically.
Engage & Qualify
Call, email, or WhatsApp directly from the lead profile. Log every interaction as a task.
Send Professional Offers
Generate branded PDF offers with pricing, brochures, and installment options. Track when they open it.
Close the Deal
Convert won leads into sales. Track payments, delivery, and warranty.
Install & Track Equipment
Register installed equipment with serial numbers, warranty dates, and location details.
Provide Ongoing Service
Manage service tickets, schedule maintenance, and track contract usage — all linked to the original sale.
Integrations
Connected Ecosystem
Med Group CRM integrates with the tools your team already uses
Google Sheets
Import/export data
Facebook Ads
Lead form capture
Email (Resend)
Transactional emails
Direct messaging
AI (LLM)
Lead scoring & insights
PDF Generation
Professional documents
Maps
Client geolocation
Browser PWA
Install as native app
Ready to Transform Your Medical Equipment Business?
Med Group CRM brings together sales, service, and client management in one powerful platform. From the first contact to ongoing maintenance — we've got you covered.