CRM demo — 30 minutes Demo →
Clinics · rehab · care homes

A clinic CRM that shows everything from first call to discharge

Leads and calls scored by AI, appointments and treatment courses, care plans, patient payments and the finances of every center — in one system. Everyone sees only their part.

  • Live in 1 day
  • We migrate your data
  • Medical data encrypted
  • No annual contracts
0 lost every call and lead lands in a record
AI reviews and scores every call
P&L for every center, in real time
Debts visible at once, invoices go out by themselves
Your database medical data encrypted, role-based access
1 day to launch, with your data migrated

Why 95sales

Why clinics switch to us from other CRMs and spreadsheets

What we
compare
95sales
CRM
Generic
CRMs
Spreadsheets and
messengers
Site leads and calls✓auto record~via add-ons✗by hand
AI call review✓every call✗none or paid✗none
Ad payback✓payments by source~leads only✗not visible
Online booking✓into the schedule✗custom work✗none
Courses and care plans✓one-tap check-off✗none✗notebook
Patient debts✓auto-calculated~until the deal~monthly
Profit per location✓in real time~sales only✗accountant
Launch✓1 day, we migrate✗months✗years
  • Patient records create themselvesA site, quiz or ad lead or a call becomes a record with its source
  • AI listens to every callWho is ready to book and where the front desk lost a patient
  • Online booking on your sitePatients book themselves, straight into the schedule
  • Money for every locationP&L, cash desks, patient debts and doctor pay
  • Treatment by planCourses, procedures and visits — misses show up at once
  • See which ads pay offPatient payments per source, not clicks

Compare with:CliniccardsMedeskBitrix24amoCRMHubSpotPipedriveNetHuntFinmapExcelall comparisons →

Who it’s for

Fits your type of center — from day one

No bending your work around the software: patients, care, families and money are already set up for your format.

We’ll show on a demo how it works for your center.

Show me →

What the CRM does

Six jobs the CRM takes off your plate

Pick what hurts most — and see how it’s handled day to day.

Network money — without Excel or an accountant

Income, expenses, patient debts and each center’s profit add up by themselves. You see what the month will bring while it’s still halfway through.

Screens are from the real CRM; people and amounts are fictional.

Where money leaks

A patient calls — and the lead gets lost between shifts

Patients come through calls — their own and their relatives’. If a call isn’t logged in a record, your ads paid for a client who went to a competitor.

How it works

The patient journey — from call to payment

Five steps where centers lose patients and money — and how the CRM covers each one.

  1. 01 Leads arrive on their own Website, Google, Meta and calls — straight into the CRM with the ad source.
  2. 02 AI reviews the call in the record A score, the transcript, what the manager did and missed, the next step.
  3. 03 Admission without paperwork Contract and consents — a phone photo into the record; the office checks, the CRM tracks deadlines.
  4. 04 Care by plan Shift tasks on the nurse’s phone, misses show up at once.
  5. 05 Money without reconciliations Charges, patient payments, debts and each center’s profit.

On the phone

Right on the phone — each role sees its own

The owner sees the money, a manager sees leads and call reviews, a nurse sees her shift. The CRM installs on the home screen like an app, with instant notifications.

OwnerMoney, debts and leads on one screen
ManagerAI scores every call and shows what to improve
NurseShift procedures — one tap to check off

For the owner

The whole network on one screen. The whole week in the planner.

The holding view shows revenue by region and a combined P&L across all centers. The planner gathers patient follow-ups, procedures, payments and documents for the week — overdue on top.

See it on a sample

A bank statement — and the clinic’s P&L is ready

Hundreds of transactions sort themselves into categories: income, expenses, profit and margin by month — no Excel, no accountant.

Monthly P&L: expense groups expand into categories, projects, margin

Plan vs actual: a monthly budget by category, overspending visible mid-month

CRM + Finmap or one system

What two services and double entry really cost

A payment lands in the CRM, then someone copies it into finance and reconciles. See what two services plus double entry really cost — in money and in staff hours.

95sales client reviews

Built by a team 180+ companies trust

The same 95sales team has run ads, analytics and sales for clinics, SaaS and e-commerce for years. The CRM grew out of that work — here’s what clients say about us.

Verified 95sales contracts on Upwork

See the CRM in action.30 minutes, on your center’s example.

Book a demo →
95salesteam

Who builds and rolls out the CRM

The people who build the CRM roll it out.

The CRM is set up and supported by the people who build it — no call center, no handing you to a junior after you sign.

180+verified reviews
4.9average rating on Upwork
  • One person leads your launch — from demo to go-live
  • CRM, ads and analytics — all in-house
  • A shared chat with the people building the CRM
  • A reply within an hour, no ticket queue

What’s included

Leads, care, money and team — in one system.

Usually it’s a spreadsheet, a messenger, an accountant and a notebook at the nurse station. Here it’s one CRM where everyone has a role.

Not sure it fits you?Describe your center — we’ll reply in one message how the CRM fits your process.

Describe my center →

It all starts with a demo.30 minutes — and you’ll see the CRM on your own center’s example.

Book a demo →

Free, before any contract

We’ll show what your center loses without a CRM

Medical data

Patient data lives by its own rules

We built the CRM so it’s hard to leak even from the inside.

  • The clinic’s own database Patients, payments and payroll live in your clinic’s separate database. The platform can’t see your business.
  • AES-256 encryption Diagnoses, relatives, care notes and call recordings are encrypted with the clinic’s key.
  • Role-based access Everyone sees only what their job needs. Sales can’t see a patient after admission.
  • 2FA and audit log Code-based login, activity log, screen lock, sign-out on all devices.

Security2FA by role, screen lock, watermark, support access only with your permission.

Activity logWho did what and when — visible to the owner.

Questions about security?

Ask on a demo →

Objections

What we hear on the first call

“We run on spreadsheets and it works”

A spreadsheet won’t remind you of a procedure or tell you which center is losing money. We move it over in a day.

“Nurses won’t use it”

A nurse’s phone shows only her shift and a “done” button. Training takes 10 minutes.

“We worry about medical data”

Each center has its own database, data is encrypted, access is strictly role-based.

“Rollout will take six months”

One day: database, patient migration, roles. After that we’re in touch every day.

What it costs

Three plans, prices up front

Start

$99 per month

One clinic or center: the whole CRM, no limits

  • Leads from site, ads and calls — into the pipeline
  • Telephony: Binotel, Ringostat, missed calls
  • AI listens to 300 calls a month
  • Patients, booking, courses and care plans
  • SMS/Viber appointment reminders
  • Payments, debts, cash, P&L and payroll
  • Roles, 2FA, encryption, activity log
  • Unlimited users and patients

over 300 calls — $0.08 per call

Pick on the demo →
Most popular

Business

$199 per month

A clinic with a sales team and ads

Everything in Start, plus:

  • Online booking on your site and by link
  • AI listens to 700 calls a month
  • AI assistant: 300 questions about money, leads and patients

over the limit — $0.06 per call, $0.12 per question

Pick on the demo →

Network

$499 per month

A network of centers: network finance and large AI limits

Everything in Business, plus:

  • Network finance: budget vs actual by category
  • Management balance sheet: cash, debts, liabilities
  • Bank statements and Finmap — upload a file
  • AI listens to 1,500 calls a month
  • AI assistant: 1,000 questions
  • The lowest over-limit rates

over the limit — $0.05 per call, $0.10 per question

Pick on the demo →

No annual contracts. Switch plans yourself, from the 1st. AI limit reached — pay per use at the plan rate or pause: your call, with an optional cap. Call limits assume the economy scoring model; the maximum model uses 5 reviews per call.

In every plan

The whole CRM on every plan — no limits on users, patients or transactions; plans differ only in AI limits

Included

  • Leads, calls and AI review
  • Patients, booking and care plans
  • Payments, debts and center finances
  • Team, tasks and payroll
  • Roles, encryption, 2FA, audit log
  • Support and tweaks for your process

One-off, priced upfront

  • Data migration from spreadsheets or another CRM
  • Connecting telephony and your website
  • Setup for a non-standard process

Add-ons

Add them when you need them

The whole CRM is already in your plan. Add-ons bring extra channels and services on top and work with any plan.

First 14 days free
Soon

Social inbox

+$39 per month

Instagram Direct, Messenger and comments in one window with your leads.

  • Reply in Direct and Messenger right from the CRM
  • Instagram and Facebook comments: see what is still unanswered
  • Each conversation is linked to the lead and the ad
  • Response time for every admin

We connect your Meta accounts during setup.

Soon

Fiscal receipts (Ukraine)

+$19 per month

Ukrainian fiscal receipts (PRRO) straight from the CRM cash desk.

  • A receipt is issued when payment is taken
  • The receipt is sent via Viber or email
  • Shifts and Z-reports match the CRM cash desk
  • Refunds and prepayments get receipts too

Runs on Checkbox; you pay its plan directly.

Soon

Reviews

+$29 per month

More ratings on Maps, and you hear about complaints first.

  • After the visit: a “rate your visit” message
  • One-tap link to a Google Maps review
  • A low score goes straight to the manager
  • Google reviews in the CRM, reply from there

Messages go out via your Viber/SMS, like appointment reminders.

Turn an add-on on or off in CRM settings; it is billed from the 1st together with your plan. Not a fit within the 14-day trial: switch it off and pay nothing.

★★★★★ Live in 1 day · a separate database for your center

Demo and estimate for your center — $0.

Demo on your examplepatient journey, care and money — as it would work for you
Included
Loss estimatehow many leads, calls and dollars leak without a CRM
Included
Launch planmigration, roles, telephony — step by step
Included
Trial accesstry the CRM with your team before deciding
Yours
Total for demo and estimatean implementation consultant usually charges $300+
$300 $0

You pay nothing and owe nothing.

We discuss a subscription only if you want one after the demo. The price is known before you start.

FAQ

What clinics ask

How much does the CRM cost?

Three plans: Start — $99, Business — $199, Network — $499 a month. They differ in AI call review and AI assistant limits; over the limit you pay per use at the plan rate or pause, your choice. No limits on users, patients or transactions. No annual contracts or hidden fees.

Does it work for one small center?

Yes. For a center with 10–20 staff, launch takes 1 day, data migration included. Branches and a holding view plug in when you grow.

Where is patient data stored?

In your clinic’s separate database. Diagnoses and relatives’ contacts are encrypted, access is role-based, every action is logged.

Can you move patients over from spreadsheets?

Yes. We migrate patients, charges and payment history during onboarding.

Does it work with our phone system and ads?

Yes. Leads from your website, Google Ads and Meta arrive on their own; calls are recorded and reviewed by AI. We set it all up at launch.

Can patients book themselves on our website?

Yes. Add the booking widget to your site (one line of code) or share a booking link: the patient picks a service, specialist and free slot. The booking lands in the schedule right away — with the ad source.

Does the CRM remind patients about appointments?

Yes. A day and an hour before the visit the CRM sends a Viber reminder, and an SMS if Viber doesn’t get through. You set the texts; reminders are switched on in settings.

Does it work on a phone?

Yes. The CRM installs on the home screen like an app: tasks, care check-offs and notifications. iOS and Android apps are coming soon to the App Store and Google Play.