One client card.
Full history.
Communication, appointments, payments, documents, notes — all in one card. Your team stops searching and starts working.
Client card
Everything you need. In one place.
Dana Levy
Meet Dana
Dana Levi called the clinic. In 5 seconds your team knows everything — when she was last here, what the treatment was, how much she owes, and her preferences.
Dana Levi
Source: WhatsApp
All of this appears in one card — no searching through spreadsheets, WhatsApp, or email folders.
Dana's journey
From the moment Dana sends a message to the day she returns for her next appointment — here's what the CRM does, automatically.
Lead comes in
Dana sends a WhatsApp message. The system auto-creates a lead card with all details.
Auto follow-up
24 hours with no response? The system nudges the rep and suggests a ready-made reply.
Appointment booked
Dana picks a date. The slot syncs to the doctor's calendar and she gets an SMS confirmation.
Treatment + invoice
Treatment complete. An invoice is auto-generated and sent to Dana by email.
Satisfaction check
One month later — Dana receives a short satisfaction survey. Responses go straight to her card.
Recall reminder
3 months passed? Dana gets a message: 'Time for your follow-up appointment.' Her lead card reopens.
Not just a card. A complete system.
Lead Pipeline
New
Contacted
Booked
Waitlist
Multi-Branch
What the team sees
Every role gets its own screen — with exactly the information they need. No more, no less.
The receptionist
Schedule + client cards
Sees the calendar, recognizes Dana the moment she calls, and knows her status without asking anyone.
The doctor
Treatment history + notes
Sees all of Dana's past treatments, what worked and what didn't, notes from previous practitioners — all before she walks in.
The manager
Revenue + reports + KPIs
Sees how many leads came in this month, conversion rates, revenue per branch — in one click.
The owner
Everything — all branches
Central dashboard with data from every branch: performance, occupancy, revenue, and trends. Data-driven decisions without chasing reports.
Dana is one of 800 patients. Here's the big picture.
Everything in one system — zero scattered files
Every lead documented and monitored — nobody forgotten
Less searching, less copying, more time for clients
Excel, WhatsApp, Gmail, calendar — all in one
Frequently asked questions
Ready for a client card that replaces 4 systems?
30-minute call. No setup fees. No sales pitch. No retainer lock-in.