Industries · Clinics
The CRM for clinics and practices.
From inquiry to booked appointment and treatment plan. Reminders, quote follow-up and a pipeline that respects the patient relationship.
Clinics
Clinics, practices and aesthetic centers.
Each pack is applied when you create the account, in a single transaction: it all lands or none of it does. Then you tune it your way.
What you have on day one
Pipeline stages
Solicitud recibidaContactadoCita agendadaConsulta realizadaTratamiento aceptadoNo continuó
Custom fields
EspecialidadselectPlan médicoselectMotivo de consultatextFecha preferida de citadate¿Primera visita?booleanReferido portextTeléfono alternophone
Email templates
- Bienvenida y cómo agendar
- Recordatorio de cita
- Seguimiento post-consulta
Automations
- Solicitud → primer contacto
- Seguimiento post-consulta
They are created switched off: nothing writes to a customer until you review and enable it.
Forms
- Solicitud de cita