Custally for healthcare & healthtech companies
Selling to hospitals, clinics and labs means long implementations, demanding support and strict data rules. Custally runs all three — with field-level access and dedicated or private-cloud hosting when you need it.
Who it’s for
Hospital software vendors, medical device companies, diagnostics and healthtech platforms.
Start with
The problems healthcare & healthtech teams tell us about.
Long, risky go-lives
A hospital implementation has dozens of stakeholders and slips quietly.
Support is critical
An outage in a clinic is not a P3. It must reach the right engineer immediately.
Sensitive data
Some fields must be hidden or masked from most of the team.
Where the data lives
Customers ask where their data is stored and who can see it.
Every module, applied to your business.
A hospital go-live without status calls
A fictional company, a real workflow — step by step.
Kick-off
The implementation project is created with the hospital’s IT head and department leads as client POCs.
Training
Department training milestones complete; nurses’ how-to questions go to Knowledge Base articles.
Go-live week
A P1 from the ICU is escalated in one click with the account context; the Escalation Predictor watches the rest.
Month 2
Health is Green, the portal shows the project completed, and the CSM proposes the next department.
What to switch on in week one.
Everything here is configured by your admin — no code, no developer.
Modules
- Projects
- Tickets & Escalations
- Accounts & Contacts
- Customer Portal
- Two-factor authentication
Custom fields to add
- Beds / sites
- Modules live
- Compliance contact
- Go-live date
Automations to start with
- P1 ticket → alert on-call via Teams, create escalation
- Project On Hold → alert delivery head
- Low CSAT → call task
Click through it yourself.
Custally’s real look and feel on sample data. Replies are scripted — nothing here calls an AI or saves anything.
Accounts
6 of 6 accounts
| Account | ARR | Health | Renewal | Open tickets | CSM |
|---|---|---|---|---|---|
| Logistics | ₹1.24 Cr | Red · 44 | 23 days | 6 | PMPriya M. |
| Retail | ₹81 L | Amber · 61 | 47 days | 3 | RSRahul S. |
| Healthcare | ₹98 L | Green · 86 | 180 days | — | AKAnita K. |
| Fintech | ₹52 L | Amber · 58 | 90 days | 2 | PMPriya M. |
| FMCG | ₹33 L | Green · 79 | 200 days | 1 | RSRahul S. |
| Automotive | ₹1.46 Cr | Green · 82 | 132 days | 1 | AKAnita K. |
Tip: open Acme Logistics to see why it’s Red.
Accounts: Filter by health, open Acme Logistics, read why it’s Red and turn a next best action into a task. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
Custally for Healthcare & healthtech: questions.
Can we hide sensitive fields?
Yes. Field-level access hides, masks or makes read-only any field per role — and it applies in lists, forms, reports, exports and AI answers, enforced by the server.
Can our data stay in a specific cloud or region?
Yes. Beyond the shared cloud, you can run on a dedicated database, in your own AWS or Google Cloud account in the region you choose, or on your own database.
Stop managing activities.
Start saving customers.
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.