Changing systemsZoho CRM
Moving from Zoho CRM
Move patient follow-up to a platform and team built for clinics. Coherent works from your PMS diary, contacts patients who cancel, lapse or stall between sessions, answers the replies and puts approved bookings back in your PMS. Keep Zoho CRM for your sales pipeline and reports if they work for you.
30 minutes. Bring your Zoho CRM workflows, not patient details.
After the switch
What does Zoho CRM do for your clinic today?
Why clinics switch
Zoho CRM is a flexible sales platform. Patient follow-up is a different job: it runs on your diary, the replies and your clinic's own booking rules.
Zoho CRM gives you modules, fields and workflows to set up. Coherent sets up and runs each programme, so there's nothing to configure, fix or keep an eye on.
Coherent reads each patient's visit history in your PMS, so a patient who misses a second session or drifts after their last follow-up hears from you, without anyone exporting a list.
Patients reply by WhatsApp, text or email. A coordinator answers each one to your clinic's booking rules, and anything clinical goes to your team.
Approved bookings go into your diary, and reporting shows what each programme booked, so nobody pieces it together from several systems.
Zoho CRM is priced per user, and someone still has to run the follow-up. Coherent is one monthly price that covers the platform and the coordinators who do the work.
Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.
Drawn from what clinics running enquiries and follow-up in Zoho told us on sales calls. Your setup may differ, and we map it with you first.
The switch plan
Nothing is switched off until its replacement runs. Each Zoho CRM workflow pauses on the day its Coherent programme starts, so no patient hears from both.
We go through your modules, workflows and email templates, and agree what moves, what stays and what retires.
Zoho CRM audit
Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.
The first programme goes live. Its Zoho CRM workflow pauses the same day, and a coordinator approves every reply.
Launch day
Once a programme runs well, you switch off the workflow it replaced. Your pipeline and reports stay in Zoho CRM if you keep them.
Checklist
Your Zoho CRM data
Already on Zoho CRM? That's a good start. Your pipeline, reports and history stay where they are, and Coherent takes over the patient follow-up.
Leads, deals and reports can stay in Zoho CRM. Coherent replaces the patient follow-up workflows only.
We check your Zoho CRM opt-outs against your PMS contact settings before the first message goes out.
Each programme finds its patients in your PMS appointment history. Your Zoho CRM records and history stay in your account.
Where each one is stronger, and how clinics run both.
Fit and limits
Coherent takes over patient follow-up. It doesn't replace everything Zoho CRM can do, so keep it for the work Coherent isn't built for.
Questions
Answers reviewed with our product team before publishing. Last updated 13 November 2026.
Ask us your own questionYou can build workflows in Zoho CRM, but someone has to design them, link them to your PMS, keep them running and answer every reply. Coherent does that work for you, timed from your PMS, with coordinators replying to your clinic's rules.
Yes. Keep Zoho CRM for the work it does today and let Coherent run patient follow-up from your PMS. We agree who sends what, so no patient hears from both.
No. Coherent runs on its own platform, works from your PMS and shows you every conversation. Zoho CRM keeps whatever you decide to leave in it.
Coherent reads each patient's visit history in your PMS, so a missed session or a patient drifting after their last follow-up gets a timely message, and a coordinator handles the reply.
In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.
One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.
Zoho CRM switch call
A walkthrough of what Zoho CRM does for your clinic today, what Coherent would run for you, and what stays where it is.
What does Zoho CRM do for you today?
Changing systemsZoho CRM
Moving from Zoho CRM
Move patient follow-up to a platform and team built for clinics. Coherent works from your PMS diary, contacts patients who cancel, lapse or stall between sessions, answers the replies and puts approved bookings back in your PMS. Keep Zoho CRM for your sales pipeline and reports if they work for you.
30 minutes. Bring your Zoho CRM workflows, not patient details.
After the switch
What does Zoho CRM do for your clinic today?
Why clinics switch
Zoho CRM is a flexible sales platform. Patient follow-up is a different job: it runs on your diary, the replies and your clinic's own booking rules.
Zoho CRM gives you modules, fields and workflows to set up. Coherent sets up and runs each programme, so there's nothing to configure, fix or keep an eye on.
Coherent reads each patient's visit history in your PMS, so a patient who misses a second session or drifts after their last follow-up hears from you, without anyone exporting a list.
Patients reply by WhatsApp, text or email. A coordinator answers each one to your clinic's booking rules, and anything clinical goes to your team.
Approved bookings go into your diary, and reporting shows what each programme booked, so nobody pieces it together from several systems.
Zoho CRM is priced per user, and someone still has to run the follow-up. Coherent is one monthly price that covers the platform and the coordinators who do the work.
Experienced patient coordinators, with software that puts each patient's history in front of them. It feels like part of your team, without the hiring.
Drawn from what clinics running enquiries and follow-up in Zoho told us on sales calls. Your setup may differ, and we map it with you first.
The switch plan
Nothing is switched off until its replacement runs. Each Zoho CRM workflow pauses on the day its Coherent programme starts, so no patient hears from both.
We go through your modules, workflows and email templates, and agree what moves, what stays and what retires.
Zoho CRM audit
Your team grants access and we handle the setup, in whichever way your PMS supports. This is where Coherent finds your patients.
The first programme goes live. Its Zoho CRM workflow pauses the same day, and a coordinator approves every reply.
Launch day
Once a programme runs well, you switch off the workflow it replaced. Your pipeline and reports stay in Zoho CRM if you keep them.
Checklist
Your Zoho CRM data
Already on Zoho CRM? That's a good start. Your pipeline, reports and history stay where they are, and Coherent takes over the patient follow-up.
Leads, deals and reports can stay in Zoho CRM. Coherent replaces the patient follow-up workflows only.
We check your Zoho CRM opt-outs against your PMS contact settings before the first message goes out.
Each programme finds its patients in your PMS appointment history. Your Zoho CRM records and history stay in your account.
Where each one is stronger, and how clinics run both.
Fit and limits
Coherent takes over patient follow-up. It doesn't replace everything Zoho CRM can do, so keep it for the work Coherent isn't built for.
Questions
Answers reviewed with our product team before publishing. Last updated 13 November 2026.
Ask us your own questionYou can build workflows in Zoho CRM, but someone has to design them, link them to your PMS, keep them running and answer every reply. Coherent does that work for you, timed from your PMS, with coordinators replying to your clinic's rules.
Yes. Keep Zoho CRM for the work it does today and let Coherent run patient follow-up from your PMS. We agree who sends what, so no patient hears from both.
No. Coherent runs on its own platform, works from your PMS and shows you every conversation. Zoho CRM keeps whatever you decide to leave in it.
Coherent reads each patient's visit history in your PMS, so a missed session or a patient drifting after their last follow-up gets a timely message, and a coordinator handles the reply.
In whichever way your PMS supports. Your team grants access and we handle the setup. See the systems we work with on our PMS page.
One monthly price per programme, set by your appointment volume. It covers the platform and the coordinators, so there's no extra hire. We quote after the demo.
Zoho CRM switch call
A walkthrough of what Zoho CRM does for your clinic today, what Coherent would run for you, and what stays where it is.
What does Zoho CRM do for you today?