CRM & Real-Time
Health Tourism Sales CRM
We built a CRM platform where doctors, assistants and sales teams collaborate on patient cases with real-time messaging and workflow tracking for health tourism agencies.
- React
- Redux
- Node.js
- NestJS
- MongoDB
- Redis
- RabbitMQ
- Socket.io
Problem
In health tourism a patient case requires constant back-and-forth between doctor, assistant and sales rep. When that communication scatters across WhatsApp and email, cases fall through the cracks and response times grow.
Solution
We built a CRM where cases move through a pipeline, teams message in real time on the same case, and every step is recorded.
Where it started
Health tourism agencies manage patient inquiries from abroad by coordinating doctors, assistants and sales teams. Each case passes through stages like first contact, evaluation, treatment plan, quote and approval.
When that coordination ran across scattered channels, who owned which case, what stage it was at, and what was last discussed all got lost.
How we approached it
We put the case at the center of the system: each patient case moves through a pipeline and everyone involved sees the state from the same screen. Real-time messaging embedded in the case keeps communication from leaving it.
We defined different visibility and permissions for doctor, assistant and sales roles; every key step is written to the case timeline.
Technical solution
The interface was built with React and Redux, the back-end with NestJS; data is stored in MongoDB, with caching and sessions in Redis.
Real-time messaging used Socket.io, and inter-service event communication used RabbitMQ. The system was containerized with Docker.
Let the next project be yours
If you have a similar need, let's talk through how we could move forward in a short call.