CRM for medical clinics
A medical clinic CRM for front desks that never stop ringing
Book patients across several doctors, route every request to the right person and keep callbacks from piling up. Your AI manager handles the overflow on every channel.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Booked with provider
Visited
Package or follow-up offered
Quick answer
What does a medical clinic CRM do?
A medical clinic CRM manages patient communication across a team: incoming calls and messages, bookings with different doctors, callback requests, reminders and checkup packages. Clientager gives multi-doctor clinics patient records with preferred provider fields, task assignment for the front desk, a shared calendar, automations for reminders and recalls, and an AI manager that answers calls and WhatsApp 24/7 and books with the right doctor.
Built for medical clinics and multi-doctor practices
Your Medical Clinic CRM comes set up with the stages and fields medical clinics and multi-doctor practices actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Booked with provider
- Visited
- Package or follow-up offered
- Won
What each record holds
- Preferred doctor
- Department or specialty
- Reason for visit
- Last visit date
- Next follow-up due
- Preferred language
- Corporate account
- Package purchased
- Insurance or self-pay
- Emergency contact
Bookings across providers
Appointments for each doctor, nurse clinic and procedure room appear in one week view. The front desk sees who is free and books against the right provider without switching screens.
Callback and request queue
Prescription questions, report requests and callback requests become tasks assigned to the right doctor or nurse with a due time. Nothing sits on a sticky note at reception.
Patient records with provider history
Each patient record shows their preferred doctor, department, visit history and every call and message, so whoever answers next has the context.
Health checks and packages
Add checkup packages, screenings and vaccinations to your catalog. Send quotes or invoices with a pay-by-link through your own Stripe, Razorpay or PayPal account.
Corporate and group inquiries
Employer health screenings and school checkups move through the pipeline with a value and an owner, from inquiry to signed and paid.
Roles for a clinic team
Owners and managers see revenue. Receptionists, nurses and doctors work as staff, seeing patients, bookings and tasks but not payments or billing.
Clinic reports
Track new patients, bookings by provider, inquiries by source, revenue collected and how many conversations the AI manager handled after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Absorbs the Monday morning rush
When every line is busy, the AI manager answers the overflow, books patients with the right doctor and keeps the waiting line short.
Routes requests to the right person
A question for a specific doctor becomes a task for that doctor's team. A billing question goes to the manager. Each one lands with a summary.
Flags urgent concerns
If a caller describes something on your urgent list, it follows your instructions, flags the conversation and creates a callback task for the duty doctor.
Books checkup packages
It explains your health check packages, books the slot and sends a payment link if you ask patients to pay ahead.
Confirms and reminds
Every booking gets a confirmation and a reminder, and patients can reply to reschedule without calling the front desk.
Replies in your patients' languages
Patients can message in the language they are comfortable with and get replies in it. On calls the AI manager speaks your chosen phone language, understands callers who switch and offers a callback, and it records the language preference on their record.
How a medical clinic runs on Clientager
- 01
Phones open at 8am
Calls pile up. The AI manager answers the overflow, books five patients with the right doctors and creates two callback tasks.
- 02
Requests routed
A nurse sees her callback list with summaries. A doctor sees a request about a report. The manager sees a corporate inquiry.
- 03
Visit and next step
After a consultation, reception books the follow-up or offers a checkup package, moving the patient to the right pipeline stage.
- 04
Payment and preparation
The patient pays the package by link. The invoice is marked paid and preparation instructions go out automatically.
- 05
Annual return
A year later, a health check reminder brings the patient back to the same doctor.
Automations ready to switch on
- When New contact with a corporate account filled in→ Add the tag Corporate and create a task for the clinic manager to send a screening quote.
- When Booking completed→ Wait 1 day, then send a thank-you SMS with a review link and the clinic's follow-up instructions.
- When No visit for 12 months→ Send an annual health check reminder by email with package options.
- When Pipeline stage changes to Package or follow-up offered→ Wait 4 days, then send a follow-up SMS and create a call task if needed.
- When Invoice paid→ Move to Won and send a confirmation with preparation instructions, such as fasting before blood tests.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Phone lines are jammed and patients give up or walk in angry.
- Callback requests are written on paper and lost between shifts.
- Nobody knows which doctor a patient prefers.
- Corporate screening inquiries go unanswered for days.
- Reception staff can see sensitive revenue data.
Clientager Medical Clinic CRM
- The AI manager answers the overflow on every channel, 24/7.
- Callbacks are tasks with an owner and a due time.
- Preferred doctor and history sit on every patient record.
- Corporate inquiries move through a pipeline with a value.
- Staff roles hide payments, billing and revenue.
Why a multi-doctor practice needs a medical clinic CRM
A solo doctor can keep track of patients in their head. A clinic with several doctors, nurses and a front desk cannot. A medical clinic CRM gives the whole team one place for patient communication: who called, what they need, which doctor they see and who is responsible for the next step. Clientager keeps every call transcript, message, booking and task on the patient's timeline, so the receptionist on the afternoon shift knows exactly what the morning shift promised.
This is not about replacing your clinical records system. Keep notes, results and prescriptions where they are. Clientager handles the conversations and logistics around them, which is where most clinics lose time, patients and goodwill. It works in any browser, so doctors and nurses can check their task list between consultations. Managers can see every open request, who owns it and how long it has been waiting.
Route every request to the right person
Most of what reaches a clinic front desk is not a booking. It is a question for a specific doctor, a report request, a billing query or a callback. Clientager turns each of these into a task with an owner and a due time. Doctors and nurses see their own list, the manager sees everything, and nothing relies on a message pad at reception.
The AI manager does the first sort for you. It answers phone calls, WhatsApp, SMS, website chat and email 24/7, books routine appointments with the right provider, and turns everything else into an assigned task with a short summary. If a caller describes something on your urgent list, it follows your instructions, flags the conversation and creates a callback for the duty doctor.
- Callback tasks assigned to doctors or nurses
- Bookings matched to the preferred provider
- Urgent flags handled by your rules
Grow checkups, packages and corporate work
Health check packages, vaccinations and corporate screenings are steady revenue for a clinic, but they need follow-up. Clientager puts them in your catalog and your pipeline. Quotes and invoices carry line items, tax and discounts, and patients or employers pay by a secure link through your own account. Paid invoices update automatically and trigger preparation instructions, such as fasting before blood tests.
Automations send an annual health check reminder to patients who have not visited for a year, and a follow-up a few days after a package has been offered. Reports show bookings by provider, revenue collected and how much of your demand arrives after hours, which helps you plan staffing and opening times with real numbers. Because every patient's history is on one timeline, your team can also see which patients came back after a reminder and which still need a personal call from the front desk.
Questions about the CRM
What is the difference between a medical clinic CRM and an AI manager?
The CRM is the shared system your team works in: patient records, bookings, tasks, packages, invoices and reports. The AI manager is the agent that answers your phones and messages. In Clientager the AI manager books patients with the right doctor, creates callback tasks and writes every conversation into the CRM, so the front desk is not the only place information lives.
Does this replace our electronic health records system?
No. Clientager is not a clinical records system. Keep diagnoses, results, prescriptions and clinical notes in your existing system. Clientager manages patient communication, bookings, callbacks, reminders, packages and payment links around those records. That keeps the clinical side and the communication side each in the right place.
Can we import patients from our current system?
Yes. Export patients to CSV from your current system or any spreadsheet and import them. Clientager maps columns to fields such as preferred doctor and last visit, detects duplicates by phone and email, and lets you merge them so each patient has one record.
What can receptionists and doctors see?
Staff accounts, which suit receptionists, nurses and doctors, can see patients, bookings, messages and tasks, but not payments, billing or revenue. Owners and managers see everything. Growth includes 5 team logins and Scale has unlimited logins, which suits larger clinic teams. The activity log records every change.
Can patients book with a specific doctor?
Yes. Record a preferred doctor on each patient, and the AI manager uses it when offering times. Your front desk sees every provider's bookings in the calendar week view, so they can book or move appointments without checking several schedules.
How does the AI manager handle urgent calls?
You define what is urgent and what the patient should be told. When a call matches, the AI manager follows those instructions, flags the conversation and creates a callback task for the duty doctor. It does not diagnose or give clinical advice.
How much does it cost?
The CRM is included in every Clientager plan, and plans start at $39/month. Book a live demo to see it with your doctors and services set up, and you can get a refund before the AI agent goes live if it is not the right fit.
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