humanswith.ai- Set up an efficient lead processing system to minimise losses
- Boost revenue without increasing advertising costs
- Reduce cost per lead using AI-powered analytics
Cases · Archive · Healthcare · 2025
CRM Marketing in Healthcare
Agency-era case study (2025).
This case was first published on the previous humanswith.ai site between 2019 and 2025 — before the platform pivot. Performance, SEO, CRM, content, or growth work from that era. Modern AI-search cases (with per-engine Hermes data) live at /cases.
Project passport
Implementing a CRM System
Reducing cost per lead by half
Key outcomes
- 2.5x reduction in cost per lead
- 5,400,000 RUB in profit generated from the contact database
- Fully automated lead tracking and recording of all inquiries in the CRM system
Section 01
Sales Automation to Increase Revenue Without Increasing Advertising Spend
Section 02
Key Challenges the Team Faced
Loss of 20% of data from WhatsApp
Significant portion of inquiries lost during messenger transfers.
Unstable CRM widget performance
Technical failures led to data loss and tracking errors.
Voice robot setup complexities
High call failure rates and lengthy system training requirements.
Low Conversion Rate of Initial Contacts
A large percentage of leads did not convert into actual customers.
Section 03
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Section 04
The overall scope of work was divided into 4 stages
Stage 1. CRM System Implementation
Custom configuration of the CRM system to meet the clinic’s specific needs
Development of a BPMN workflow diagram
Created a BPMN diagram of business processes within amoCRM
Objective: visualise and analyse system workflows
Outcome: ability to identify bottlenecks and optimise amoCRM performance for greater efficiency
Stage 2. Segmenting the sales funnel by levels within the sales department
The stages of the sales funnel were allocated across different levels of the sales team
Objective: clearly define roles and areas of responsibility for each department
Result: more effective employee training and development at each level
Stage 3. Training the sales team
Developed a comprehensive training programme, including:
Step-by-step activation guide
Video tutorials
Instructions for working with the CRM system
Result: reduced time and resources required to onboard and train new employees to just 60 hours
Additional outcome: a user-friendly CRM system was built for consultants
Stage 4. Connecting a chatbot and voice robot
Automated messaging system implemented for handling incoming leads
Result: elimination of manual communication with each individual lead
Integrated voice robot to process incoming calls
Robot functions include:
Asking clients relevant qualifying questions
Answering clients’ inquiries
Automatically moving deals to the appropriate stage in the sales funnel
Section 05
Results of the Clinic’s Digital Transformation
Automating processes and implementing a CRM system enabled the clinic to transition from chaotic, ad-hoc record-keeping to a structured, systematic approach to client management, significantly improving the efficiency of sales and marketing.
60% lead cost
2.5x cost per lead reduction through AI optimisation
5.4M RUB profit
Additional revenue generated from existing contact database
Zero data loss
Complete automation: chatbot, voice robot, CRM integration
80% training time
Rapid new manager onboarding through process standardisation
End of archived case
Want a modern case? Hermes data, not Google Analytics.
The modern cases at /cases use a different proof model: per-engine AI mention rate, citation tracking across the answer engines, and delta reports after every scan. Different category, different proof, different era.