Trace CRM
CRM for IVF & Fertility Clinics

Meta brought 50 couples.
Only 2 began treatment.

IVF couples take months to decide, and they choose the centre that stays in touch. Trace CRM gives every enquiry from your Meta ads a counsellor, a next-call date and a reminder, so no couple is forgotten, and tells Meta which enquiries became patients.

Under ₹50 a day · 2 users included · No setup fee

₹1,499/month, all-inLive in about 30 minutesAndroid & iPhone appCancel anytime, no lock-in
Real numbers, not rounded ones
1,086 paying customers, every month for the last 7 months

Because we build something real, and real businesses keep paying for it.

The problem

Does this sound familiar?

IVF centres rarely lose couples because the ads were wrong. They lose them in the weeks between the first call and the start of treatment.

The late-night enquiry waits till noon

A couple fills your form at 11 pm, after weeks of thinking about it. By the time someone calls the next afternoon, they have already spoken to other centres.

"We'll discuss at home", and nobody calls

The consultation went well. They needed time to think about cost and timing. Nobody noted when to call back, and a few weeks later they started treatment somewhere else.

Meta never learns who became a patient

Meta sees form fills, not treatments. So it keeps finding people who are curious about IVF costs, not couples who are ready to begin.

Before vs after

What changes at your centre

Six moments every IVF team knows, and what happens with Trace.

Moment 1 of 6

"IVF ka total kharcha kitna hoga?" at 11 pm on a Saturday

Before Trace

The enquiry waits in Meta's Leads Center until Monday's sheet download. By then the couple has spent Sunday visiting another centre.

With Trace

It reaches a counsellor's phone in seconds, assigned automatically, and is the first call on their list on Monday morning.

Moment 2 of 6

"We'll start after Diwali"

Before Trace

The counsellor writes it in a personal diary. In November nobody calls, and the couple starts at a centre that remembered.

With Trace

Set a follow-up for the date they gave, on the couple's record. Trace reminds the counsellor on their phone that morning, and a missed one stays on the Overdue list.

Moment 3 of 6

AMH report due Thursday, husband's semen analysis pending

Before Trace

The case lives in a WhatsApp chat between one counsellor and the couple. When that counsellor is on leave, the case stalls.

With Trace

Move the couple to Tests Advised with a note on what is pending and a follow-up for Thursday. Anyone on the team can see who is waiting on which report.

Moment 4 of 6

Your senior counsellor resigns, and her couples leave with her phone

Before Trace

Their numbers, notes and promised call-backs were on her personal WhatsApp. Months of ad spend walks out of the door.

With Trace

Every couple, note and call outcome is on Trace's timeline, not on a personal phone. Reassign all of her couples to another counsellor in one go.

Moment 5 of 6

"Please don't tell anyone we are doing IVF"

Before Trace

Every receptionist and counsellor can open the shared Excel sheet with every couple's name and number.

With Trace

Counsellors see only the couples assigned to them; admins see everything. Notes and reports are never sent to Meta.

Moment 6 of 6

IUI offer ad or success-story ad: which brings patients?

Before Trace

Ads Manager shows a cost per lead. It cannot tell you which ad brought couples who actually started treatment.

With Trace

Every couple carries the campaign and ad they came from. Mark Treatment Started and Trace tells Meta, so it finds more couples ready to begin.

Swipe to see all 6

Pipeline

A pipeline built for
how IVF couples decide

Not just "New → Converted". Trace follows the real journey: first enquiry, consultation, tests, treatment plan and the start of treatment.

New Enquiry
Called - Not Reached
Consultation Booked
Consultation Done
Tests Advised
Treatment Plan Shared
Treatment StartedMeta is told

Rename, add or remove stages to match how you work.

Lead Detail, Neha Verma
NV

Neha Verma

+91 98765 43210 · Meta Ads · 5 days ago

New Enquiry
Called - Not Reached
Consultation Booked
Consultation Done
Tests AdvisedCurrent
Treatment Plan Shared
Treatment Started

Latest note

“Married 6 years, one IUI elsewhere. AMH report awaited. Discussed IVF and EMI options. Husband joins the next visit.”

Follow-up call Friday, 11:00 AM, after reports

Features

Everything your centre needs

Built around how fertility enquiries really move, not adapted from a generic sales CRM.

IVF pipeline, your stages

Enquiry, consultation, tests, treatment plan, treatment started. Name the stages the way your team talks, and add sub-tags like IUI, IVF, ICSI or donor programme.

Meta Instant Forms, live

Every lead from your Meta form appears in Trace within seconds, with every answer they gave. No copying from Facebook, no lost leads.

Tell Meta who became a patient

When a couple reaches Treatment Started, Trace sends that to Meta through its Conversions API. Your ads learn to find more couples like them.

Counsellor-only access

Each counsellor sees only the couples assigned to them. Admins see the whole centre. Nobody browses patient lists they do not need.

Follow-up reminders

Every call-back becomes a task with a date and time, with a reminder on the counsellor's phone. Overdue follow-ups get their own list, so none are forgotten.

Automatic lead assignment

New enquiries go to the next counsellor in turn, to whoever has the fewest open leads, or by form or source. Nobody waits to be picked.

Know which ad works

Campaign, ad set and ad on every enquiry, with UTMs and Google click IDs. See which campaigns bring couples who start, not just couples who fill forms.

On your phone

The Trace app for Android and iPhone. Call, note and set the next follow-up between consultations, not at the end of the day.

WhatsApp and calling, when you want them

Connect WhatsApp Business API (Interakt, Wati, AiSensy, Gupshup or Meta Cloud API), or click-to-call with recordings (Exotel, Tata Smartflo, TeleCMI). Both are add-ons we switch on for your account.

How it works

From Meta ad to treatment started

From sign-up to your first lead in the pipeline, the same day.

01

Buy and log in

Pay monthly or for 6 months, by UPI or card, then create your login on the next screen.

02

Connect your Meta form

The setup wizard connects your Meta Instant Form in about 30 minutes. Stuck? Our team helps.

03

Counsellors follow up

Enquiries are assigned automatically. Calls, notes, tests and the next follow-up all live on the couple's record.

04

Meta finds more like them

Mark a couple as Treatment Started and Trace tells Meta. Your ads learn who actually begins treatment.

The maths

₹1,499 a month. Under ₹50 a day.

One couple who starts treatment with you instead of another centre is worth more than many years of Trace. Help your team win back even one, and it has paid for itself.

  • 2 users included
  • Unlimited leads
  • No setup fee, no hidden charges
  • Or ₹8,094 for 6 months, save ₹900

Pricing

One plan. Everything your centre needs.

₹1,499 a month, or ₹8,094 for 6 months (save 10%), for 2 users and unlimited leads. Add teammates at ₹499 each.

MOST POPULAR
2 users includedUnlimited leads

Professional

₹1,499

/month

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

SAVE 10%
2 users includedUnlimited leads

6-Month Plan

₹8,094

for 6 months · ₹1,349/mo

Save ₹900 vs paying monthly

  • Lead pipeline, all status stages
  • Direct Meta lead capture
  • Configurable Meta CAPI events
  • Task assignment & call logs
  • Admin + Sales Rep roles
  • Android & iPhone app

Setup takes about 30 minutes. Our team helps if you get stuck.

Custom limitsDedicated support

Enterprise

Custom

For multi-centre IVF groups and hospital chains.

  • Everything in Professional
  • Custom integrations
  • White-label setup
  • Multi-location support
  • Custom onboarding session
  • Priority & dedicated support
Contact us

Setup takes about 30 minutes. Our team helps if you get stuck.

Secure payment

Through Razorpay

UPI or card

All-in, no hidden charges

Cancel anytime

No lock-in, no contract

Real people

Help if you get stuck

Not ready to pay? Try it free for 14 days, no card needed.

Start 14-day free trial

FAQ

Questions owners ask before buying

Straight answers for IVF and fertility centres.

Every couple who enquired
deserves a call back.

Set up in about 30 minutes. Cancel anytime.

₹1,499/month · 2 users · Cancel anytime