Business & Insurance

Veona CRM

A sales pipeline for the business side of healthcare: track leads and opportunities, manage contacts and corporate accounts, run campaigns, and turn a won deal into a quotation, inside the same platform.

Pipelineleads to opportunities
Contactsand organisations
Campaignswith response tracking
Quotationsfrom won deals
One pipelinelead to won
Contactsand corporate accounts
Campaignswith attribution
Quotationstied to the deal
What it does

The relationships that fill the hospital, managed in one place.

Healthcare has a business development side: corporate health plans, referring clinics, HMO relationships, diagnostic partnerships, and outreach campaigns. Veona CRM gives that work a real pipeline. Capture leads, qualify them into opportunities, move them through stages, manage the contacts and organisations behind them, run campaigns and see which ones convert, and turn a won opportunity into a quotation, all without leaving the platform that runs the rest of the hospital.

Leads and a real sales pipeline

Capture leads from any source, qualify the promising ones into opportunities, and move them through a stage pipeline from qualification to proposal to won or lost. Each opportunity carries its value, owner, and expected close, so the business development team always knows what is in flight and what is at risk.

Lead capture and qualification
Opportunity stages
Value, owner, and expected close
Won and lost tracking
CRM / PipelineOpportunity pipelineQualifyProposalNegotiationWonClinic referral3,200,000Corp health plan12,400,000HMO panel8,900,000Lab partnership5,600,000CORPORATE HEALTH PLANLagos Manufacturing Co.Owner · A. Okafor · close 30 JunNGN 12,400,000

Contacts and organisations

Keep one clean record for every contact and the organisation behind them, from referring clinics and corporate accounts to HMO partners and diagnostic clients. Activity, opportunities, and quotations hang off the account, so the next conversation has the full history in front of it.

Contact and organisation records
Account history and activity
Referring clinics and corporates
HMO and partner relationships
CRM / AccountsAccount · Lagos Manufacturing Co.LMCorporate account3 contacts · 2 open opportunitiesF. Adeyemi · HR DirectorK. Nwosu · Procurement LeadRECENT ACTIVITYProposal sent · 18 JunSite visit scheduled · 24 Jun

Campaigns and quotations

Run outreach campaigns and see which generate leads and which convert, so marketing spend is attributable rather than a guess. When an opportunity is won, turn it into a quotation for the corporate or partner, closing the loop between the business pipeline and the bill.

Campaigns with response tracking
Lead source attribution
Quotations from won deals
Closed loop to billing
CRM / CampaignsCampaign performanceCorporate wellness outreach42 leadsDiagnostics partner drive19 leadsQUOTATION · QUO-0312Lagos Manufacturing Co.Annual corporate health planFrom opportunity · Corporate health planNGN 12,400,000
Capabilities

A CRM for the business of care.

Leads

Capture and qualify from any source.

Opportunities

A stage pipeline with value and owner.

Contacts

Clean contact records with full history.

Organisations

Corporate accounts, clinics, and HMO partners.

Campaigns

Outreach with response and conversion tracking.

Quotations

Turn a won opportunity into a quote.

Activity

Calls, visits, and notes against the account.

Attribution

Know which campaign generated which deal.

One platform

No separate CRM to buy and reconcile.

How it works

From a lead to a quotation.

Capture

A lead arrives from a campaign, a referral, or outreach.

Qualify

Promising leads become opportunities with a value and owner.

Progress

Move the opportunity through the pipeline stages.

Quote

A won opportunity becomes a quotation, tied to the account.

Works with

Connected to the rest of Veona.

Questions

What buyers ask about Veona CRM.

Who is the CRM for in a hospital?

The business development side: corporate health plans, referring clinics, HMO relationships, diagnostic partnerships, and outreach. It gives that work a real pipeline instead of a spreadsheet.

Can I track which campaigns actually convert?

Yes. Campaigns track the leads they generate and how those leads convert through the pipeline, so outreach spend is attributable rather than a guess.

How does a deal become revenue?

A won opportunity can be turned into a quotation for the corporate account or partner, closing the loop between the business pipeline and Veona Bill.

Is it a separate system?

No. Veona CRM is part of the same platform that runs the rest of the hospital, so contacts, opportunities, quotations, and the bill all live in one place.

See Veona CRM in action.

A walkthrough of the business pipeline, from a lead to a quotation, inside your platform.