CRM for Wellness


Last weekend, one of our clients –  SMV/Annalakshmi Culinary Science – hosted a seminar on Ayurvedic principles entitled “Cooking for Wellness”

Ayurveda is the Indian system of Holistic Medicine, offering life style knowledge to maintain balance of Body, Mind and Spirit.

Our client was using CiviCRM to manage their contact base and needed to take the system one step further by managing the Ayurvedic seminar online.


CiviCRM was configured to:

  • Manage the event information – date, time, venue, maximum number of participants, waiting list
  • Online registrations for this event which included the participant receiving an email confirmation with  all the event details
  • Once the event was full, the people who registered were automatically put on a waiting list
  • An automated reminder was sent 1 week before the event.

During the Event

On the day of the event, the list was seamlessly exported to a spreadsheet and printed out to mark off attendance as it was believed this would be faster than doing it online.


Post event, the CRM was updated to check off participants who actually attended.

An automated email will be sent to:

  • People who actually attended, thanking them for coming and asking them to sign up for their newsletter to be informed of more upcoming events.
  • People who didn’t attend, saying that they missed them and asking them to sign up for their newsletter to be informed of more upcoming events.

So you can see just how much time a CRM can save you to manage an event as well as automate relationship building with your clients and supporters.

Stay tuned for our next blog post on another success story in CRM for Wellness – Cancer Support WA!

Sankhya Consultants are experts in Customer Relationship Management (CRM), Data Mining and Predictive Analytics. We have over 20 years experience in the IT industry and have completed CRM implementations in various industries. We also have extensive knowledge in Data Mining , Business Intelligence and Predictive Analytics. In a nutshell we work with your business and help you: - Understand your CRM business objectives and advise you on how to build fantastic relationships with your clients to get more sales and repeat business. - Streamline and automate your pre-sales, sales and post-sales processes to help save you time so you can work ON your business not IN your business. - Select the right CRM tool for your needs - Configure the tool specifically for your business - Train your people to use the tool effectively in line with your business objectives If you already have an existing CRM system, but not sure if you are using it to it’s fullest potential, we can help you out there too. So please contact us to see how we can help you save more time and build long lasting relationships with your clients.

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