A CRM built for clinics and practices, that you own
Own a patient CRM outright. Start from a preset for clinics and practices, then customize patients, appointments, and recalls to your workflow.
Sound familiar?
- Per-seat patient CRMs get costly as your practice grows.
- Generic CRMs ignore appointments and recalls.
- You want your patient data on infrastructure you control.
Your Clinics and practices preset, ready on day one.
Start from a configuration built for clinics and practices. Customize anything beyond it.
- Patient and contact record types
- Pipeline stages from intake to booked
- Recall and follow-up task templates
How it works in practice.
01
Intake to booked appointment
New patients are captured and moved toward a scheduled visit.
02
Recalls and follow-ups
Never lose a recall, follow-up tasks keep patients coming back.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. The preset is a starting point, change anything.
- No. One-time license, add your whole team.
Can I customize fields and stages?
Do I pay per provider?
Own your clinics and practices CRM today.
Start from the clinics and practices preset and customize it to your workflow. One-time price, no per-seat fees.