# Datapa: CRM for health tourism

> Collect leads from your Meta forms in one pool, hand them to advisors in turn and see which source brings patients. A CRM built for health tourism.

Leads from your Instagram and Facebook forms are written to a pool, advisors take them in turn, and follow-up dates are surfaced. At month end you see in numbers how many leads, procedures and how much revenue each source produced.

- Demo: https://datapa.net/demon/
- WhatsApp: https://wa.me/908503400880?text=Hello%2C%20I%20would%20like%20information%20about%20Datapa.
- E-mail: info@moserra.com

## What Datapa does for your role.

### Clinic / hospital owner: You see how many patients your ad spend brought in.
- **Comparison by source:** Leads, procedures, revenue, cost per procedure and ROAS in one table. You enter ad spend monthly.
- **Sales reported to Meta:** When a record reaches the sale status, it is reported to Meta through the Conversions API. No health information is sent.
- **Period comparison:** The dashboard shows leads, procedures and revenue next to the previous period.
- **You control access:** You decide which user sees which records. Actions are logged.

### Doctor: Patient details are collected on one card.
- **Medical pre-information:** Condition, medication, past surgeries, allergies, smoking, alcohol, height, weight and BMI are kept on the card.
- **Documents and images:** Passport, test results and photos the patient sends are uploaded to the card.
- **History:** Notes and status changes are listed with date and user.
- **Doctor and hospital:** Each record keeps which doctor and hospital the patient was referred to.

### Agency / intermediary: The patients you refer and your commissions stay on record.
- **Commission per record:** Commission is entered as a fixed amount or a percentage and totalled per agency in the report.
- **Your own lists:** You define the doctor, hospital, agency and source lists and link them to each record.
- **Multiple currencies:** Prices are entered in TRY, USD, EUR, GBP and similar currencies, and reports can total them in one currency.
- **Four languages:** The interface is available in Turkish, English, Spanish and Arabic (right to left).

### Sales manager: You see who the team is calling and who is falling behind.
- **Pool and turns:** Leads gather in one pool and advisors take them in turn. Two people cannot take the same record at once.
- **Overdue work:** Leads untouched for 72 hours and overdue follow-ups are listed on the dashboard.
- **Hours and access:** You can switch off taking records outside office hours and limit each advisor to the treatments they are cleared for.
- **Commission:** Advisor and agency commissions are calculated from sales records.

### Advisor: Take the next record and see today’s tasks.
- **Take record:** Press the button and the next lead is assigned to you.
- **My tasks today:** Calls due today, overdue follow-ups and pending callbacks in one box.
- **Duplicate warning:** Even if the number is typed differently, the existing patient is found and their card opens.
- **WhatsApp conversation:** With the WhatsApp module on, the conversation and photos the patient sent appear in the same record.

## A form arrived from Instagram, the advisor called three days later, the patient went to another clinic. At month end nobody knows which ad *brought patients*.

Datapa keeps that whole chain in one place. When a lead reaches the system a record opens, its owner is clear, and every step is logged.

## What Datapa does

### Leads from your Meta forms are written to the pool.

You connect your Instagram and Facebook lead forms through your Meta account. The person’s name, phone, email and answers are written to a record, and the lead lands in the pool.

- **Field mapping:** form questions match fields such as name, phone, email and country automatically, and you can change them on screen. Form answers arrive in the record note.
- **Routing by form:** each form gets a product (treatment), country, language and starting status. A lead from the hair transplant form goes to the pool of advisors cleared for hair transplants.
- Meta’s lead ID is stored, so the same lead is never pulled twice.
- **Account status:** access token, permissions and the time of the last lead on one screen, so you notice a broken connection.

*Leads are pulled on a schedule, not instantly. You can also run a pull by hand from the screen.*

### Tell Meta which patients were treated.

When a record moves to a status you choose (for example “Treated”), a server-side sale event is sent to Meta. Meta can use it to show ads to people who resemble those who actually had treatment, not just those who filled in the form.

- **The sale event** is sent with amount and currency. Separate events can be set for the reached and appointment stages.
- **No health information is sent.** Name, email, phone and country are hashed with SHA-256. Treatment, notes, doctor, hospital, status name and IP are not sent.
- Events are queued first. If sending fails it is retried up to 5 times, 15 minutes apart; the same sale is not sent twice.
- Each ad account gets its own Pixel and test code; you try it with a test event before going live.

*The Pixel and access token are prepared on the Meta side; we do the setup together.*

### Two advisors never call the same patient.

Incoming leads gather in one pool. An advisor presses “Take record” and the next record is assigned to them. Two people cannot take the same record at once.

- An advisor can only take records for the treatments they are cleared for. You can switch off taking records outside office hours.
- The same person is found even when the phone is typed differently (+90, 0, spaces, dashes) and the existing card opens. If the email matches, you are asked to confirm with “Add anyway”.
- A manager can preview unreachable records and return them to the pool in one go. Open duplicates for the same patient are grouped on one screen and merged with a manager’s approval.

### WhatsApp conversations sit next to the patient card.

Conversations with patients run inside the CRM. You open the patient card from the chat and write your note right away. Messages are stored with the record.

- **Photos, videos, voice notes and documents** the patient sends show up in the chat.
- You can add several WhatsApp accounts and assign them to advisors.
- The phone number matches the record, so the chat attaches to the right patient’s card.
- The number of unread chats shows on the manager and advisor dashboards.

*For now only text messages can be sent; incoming media is shown. The connection is WhatsApp Web based, not the official WhatsApp Business API. The module is not on in every setup.*

### Doctor and advisor work from the same patient card.

Personal details, medical pre-information, notes, documents and the full history sit on one page in every record.

- **Medical pre-information:** condition, medication, past surgery, allergy, smoking and alcohol, height, weight, BMI.
- **Tags:** VIP, urgent, document pending, interpreter needed, accommodation/transfer. You filter lists by tag.
- Files such as passport, test results and photos are uploaded to the card.
- A patient with a follow-up date lands in the advisor’s “My tasks today” box when the day comes.

### How many patients came from which source?

Leads, procedures and revenue by source. Once you enter monthly ad spend, cost per lead, cost per procedure, ROAS and ROI are calculated.

- There are reports by advisor, product, country, city, region and hour, all using the same filter bar.
- Sales, product cost and commission are reported side by side.
- Reports download as Excel, CSV and PDF.

*Ad spend is not pulled from Meta or Google automatically; you enter it monthly.*

### Multiple currencies and agency commission for patients from abroad.

Define treatments with list price, cost and commission. The record keeps the quote price and shows how far it is from the list price. Prices can be in TRY, USD, EUR or GBP; rates update automatically.

- Source, agency, doctor and hospital lists are defined by you and linked to every record.
- Agency commission is entered per record as an amount or a percentage and totalled per agency in the commission report.
- Revenue in different currencies can be totalled and viewed in one currency.

*Quote PDFs and online quote acceptance do not exist yet; the quote is a price field on the record.*

### The manager’s morning screen.

Pick the period once (today, yesterday, week, month, last month, year) and every card follows. Drag cards into your own order and hide the ones you do not need. Advisors only see their own numbers.

- **My tasks today:** calls due today, overdue follow-ups, callbacks waiting for an answer.
- Conversion funnel, lead density by day and hour, advisor ranking, revenue by product, appointments.
- The system writes the highlights itself: “6 of Selin’s leads have waited 72 hours for a call.”

### Patient data stays with the people who need it.

Permission groups separate screens and actions. Advisors see only their own records; wider access is granted separately.

- **Product-level visibility:** the hair transplant team does not see dental records.
- After 5 failed logins a 1-hour lock applies, and changing a password closes open sessions. The type and size of uploaded files are checked.
- **Personal data erasure tool:** search a person by phone or email and permanently delete all their data after seeing exactly what will go.
- Your data never mixes with other customers’; each customer has a separate database. Who logged in and who changed what is visible in the log.

## What changes in the daily work.

- Before: The Instagram form lands in Excel, someone downloads it and hands it out by hand. With Datapa: The lead is written to the pool and the name of whoever takes it shows on the record.
- Before: Two advisors call the same patient. With Datapa: Whoever takes it from the pool owns it; duplicates are caught on entry.
- Before: The “call in 3 days” note gets forgotten. With Datapa: A patient with a follow-up date lands in My tasks today when the day comes.
- Before: The patient sends photos on WhatsApp and the files stay on an advisor’s phone. With Datapa: Conversation and documents are on the patient card; access depends on permissions.
- Before: Which ad brought patients is worked out by guessing. With Datapa: Leads, completed, revenue and cost per completed, by source.
- Before: Agency commission is argued over at month end. With Datapa: Commission is kept on the record and totalled per agency in a report.

## We can host the server, or you can.

### Cloud, hosted by us (We handle setup and servers.)
- Monthly: ₺1,850 / month
- Yearly: ₺16,500 / year · about ₺1,375 a month
- Unlimited storage, traffic and regions
- Setup and daily backups included
- Updates for the whole subscription
- 1 API connection free
- 14-day free trial

### On your own server (The server is yours, the license is tied to your domain.)
- Yearly license: ₺22,500 / year
- Lifetime: ₺85,000 one-time
- Training included
- License tied to your domain
- First year of maintenance and updates included

Prices are in Turkish lira.

## Frequently asked.

### How do leads reach the panel?

You connect your Instagram and Facebook lead forms through your Meta account; people who fill in the forms are pulled at scheduled intervals and written to the pool. Leads from phone, WhatsApp or referrals are entered by hand with a source. You can also enter Google Ads leads as a source and track them in ROI; there is no automatic transfer from Google at the moment.

### Does Meta Conversions API send my patient data to Meta?

Only the fact that a sale happened and hashed (SHA-256) name, email, phone and country. Treatment, notes, doctor, hospital and status name are not sent. You decide which status maps to which event, and you try it with a test event first.

### Is the WhatsApp connection required?

No. WhatsApp is an optional module. When it is off it disappears from the menu and the system, and Datapa works without it. When on, photos and documents the patient sends show in the chat; sending is text only for now. The connection is WhatsApp Web based, not the official Business API.

### Can I host it on my own server?

Yes. With a yearly or lifetime license you can host the software on your own server; the license is tied to your domain. If you would rather have us run the server, the cloud plans are for that.

### Can you move my existing data?

Yes. You send us your Excel file or an SQL database backup and we do the import for you. There is no bulk import screen in the panel that you would use yourself.

### How do training and support work?

Training and support are given remotely. You can write to us on WhatsApp with your questions.

### Can it be used outside health tourism?

Datapa is built for health tourism: treatment, doctor, hospital and agency fields come ready. You define statuses and products yourself. For another sector, let’s look at the fit together.

### Is my patient data safe?

Each customer runs on its own database, so another customer’s records never reach your screen. Permissions are set separately for screens and records, and actions are written to the log. If you need to erase a person’s data, the panel has a tool for it.

### How do updates arrive?

Datapa is updated weekly. On cloud plans updates are included for the whole subscription. On your own server the first year is included.

### What will I see in the demo panel?

There is no real customer data; everything is generated sample data. You can browse records, reports and the dashboard. Status, user and password changes are switched off in the demo.

## Write to us on WhatsApp.

Send your question, demo request or quote request on WhatsApp and we will take it from there.

- WhatsApp: https://wa.me/908503400880?text=Hello%2C%20I%20would%20like%20information%20about%20Datapa.
- Demo: https://datapa.net/demon/