Customers & Loyalty CRM
CRM profiles, chronic illness timelines, and loyalty points.
Turn anonymous walk-ins into known patients with a CRM built for pharmacies. Store demographics, chronic conditions, prescription notes, purchase history, and loyalty balances—then trigger WhatsApp refill reminders before therapy gaps appear.
Profile depth
Chronic-aware
Loyalty tiers
Custom Pro+
Refill alerts
360° analytics
Spend maps
Included on
Pro & Enterprise (CRM, loyalty & 360°)
Customer CRM Profiles & chronic Timeline
Loyalty pointsMr. Kumaresan S
Type 2 DiabetesRefill status: 8 days remaining · Total Points: 420 pts
Mrs. Priya Nair
HypertensionRefill status: 19 days remaining · Total Points: 180 pts
Master Arjun V
AsthmaRefill status: 2 days remaining · Total Points: 65 pts
Core capabilities
Everything in patient crm
Production-ready modules wired into inventory, POS, CRM, and Enterprise HQ.
Rich patient profiles: phone, address, allergies, chronic tags, and caregiver links
Chronic therapy timelines with last-fill date, next-due, and adherence flags
Attach customers at POS for automatic points accrual and invoice history
Customer 360°: lifetime spend, visit frequency, category mix, and risk segments (Pro+)
How it works
End-to-end workflow
How teams use Patient CRM day to day inside MedInvento.
Register at first bill
Capture mobile on POS; profile enriches over repeat visits.
Tag chronic therapies
Mark diabetes, cardiac, or asthma lines—system tracks refill cadence.
Reward & retain
Points accrue per bill; tiers unlock discounts or free delivery.
Proactive outreach
One-click WhatsApp reminders before patients run out of medicines.
Key outcomes
- Increase repeat visits with timely refill communication
- Personalize counter service using purchase and condition context
- Grow basket size through tiered loyalty incentives
- Identify high-value patients for white-glove service
Ideal for
Explore the full MedInvento stack
Jump to another module or start a trial — every feature includes an interactive sandbox.
Accelerate counter velocity today.
Start your pharmacy's digital journey — free 14-day trial, no credit card, built for India.