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95sales CRM vs Cliniko

Cliniko runs the diary and notes. 95sales CRM runs the path from lead to money

Cliniko is a well-loved practice management system: bookings, treatment notes, invoices. 95sales CRM covers what happens before and after the appointment — leads, calls scored by AI, ad payback, debts and profit per location. Use it on its own or alongside Cliniko.

  • Live in 1 day
  • We migrate from Cliniko
  • No annual contracts
  • 30-minute demo
What we
compare
95sales
CRM
Cliniko
Leads from site, quizzes and ads✓straight to pipeline~via partner apps
AI reviews every call✓scores the front desk~partner AI apps
Revenue by ad source✓UTM and ad clicks~marketing channel reports
Calls in the patient record✓matched by phone~VoIP partner apps
P&L and cash per location✓P&L, cash, debts~invoices, expenses, reports
Online booking and SMS reminders✓SMS and Viber✓SMS 10¢ each
Treatment notes and telehealth~doctor notes, ICD-10; no telehealth✓custom notes, telehealth
HIPAA and UK data hosting✗GDPR, AES-256✓stated, UK servers
Pricefrom $99/mo, monthly$45–395/mo by practitioners

Cliniko — simple, all-inclusive practice management. 95sales CRM — leads, calls and money for a clinic that sells.

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

Where we win

What 95sales CRM has and Cliniko doesn’t

  • Leads arrive on their ownSite, quizzes, ads and calls go straight to the pipeline
  • AI listens to every callSee who is ready to book and where a patient was lost
  • See which ads pay offPayments per source, not clicks
  • Money for every locationP&L, cash desks, patient debts and payroll
  • Treatment by planCourses, procedures and visits — misses show up at once
  • Everyone sees only their partAmounts hidden by role, medical data encrypted

Comparison

Why clinics switch to 95sales CRM

Pick 95sales CRM if

  • You pay for ads and can’t see which ones bring patients who actually pay
  • Calls slip through and nobody knows what the front desk said
  • Leads sit in inboxes, spreadsheets and sticky notes instead of one pipeline
  • You need patient debts, cash and P&L for every location in one place
Book a demo →

What Cliniko is missing

  • Phone, AI and lead tools come from partner apps, each with its own fee
  • Reports show marketing channels, not revenue per ad click
  • The price steps up with every practitioner tier
  • Built around the practitioner’s diary and notes, not front-desk sales

Try 95sales CRM

Live in 1 day: we move your data and connect your website and telephony. The import can be undone for 7 days. Keep treatment notes and telehealth in Cliniko if you like, and run leads, calls and money in 95sales CRM.

Try it in a demo →

Data on Cliniko is from its official website, October 2026. In-depth: Cliniko vs 95sales CRM ↓

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.

In-depth: Cliniko vs 95sales CRMfull criteria table, switching, FAQ

What is Cliniko

Cliniko is cloud practice management software for healthcare practitioners. According to its official website as of October 2026, it is used in more than 95 countries. It is known for a simple, all-inclusive pricing model and for a large directory of connected apps.

What Cliniko offers, based on its features, pricing and security pages:

  • Scheduling and online bookings, including repeat appointments and flexible calendar views.
  • Treatment notes that are fully customizable and stored in the cloud.
  • Invoices, payments, expenses and taxes, plus performance reports, including which marketing channels work best.
  • SMS to patients, paid with prepaid credits at 10¢ per message.
  • Telehealth, unlocked once a card is added to the account.
  • Multiple locations, unlimited admin and reception users, unlimited patients and file storage.
  • An API and a directory of connected apps: VoIP and call matching, AI receptionists, AI note-taking, marketing and reactivation tools, Xero.
  • Security: AES-256 encryption at rest, daily backups, two-factor authentication and passkeys, user roles.
  • Compliance statements: Cliniko states it is HIPAA compliant (with a BAA on request) and UK GDPR compliant, and stores UK accounts in the UK, EU accounts in Ireland and Canadian accounts in Canada (security page).

These are real strengths. If what you need is a reliable diary, clinical notes and invoicing for a team of practitioners, Cliniko does that job well.

What 95sales CRM adds to a clinic on Cliniko

95sales CRM focuses on what happens before the patient reaches the diary and after they pay: where the patient came from, what was said on the phone and how much each location earns.

  • Leads from every channel in one pipeline. Website forms, WordPress and Tilda, quizzes, Google Ads lead forms, Meta lead forms via Zapier or Make, and a voice AI assistant on your site, with duplicates matched by phone number. See lead capture.
  • AI review of every call. A transcript, booking probability 0–100, a 1–5 score for the front desk, lead temperature, summary, next step, a score for each step of your script and an alert to the manager when a call goes wrong. Names and phone numbers are masked before anything goes to AI. See AI call analysis.
  • Revenue by ad source. The 95sales tracking code remembers which ad brought the visitor (UTM tags, a Google Ads or Meta click), even if they submit the form days later, so you see revenue per channel, campaign, brand and website. See ad attribution.
  • A sales pipeline with loss reasons. A kanban board, a first-call questionnaire and an archive of your old database: when a past patient calls again, their record returns to the pipeline. See lead pipeline.
  • Money per location. Charges, payments and debts with aging, cash desks, P&L per location, a month-end forecast and break-even point. See finance and P&L and payments and debts.
  • Payroll with doctor commissions. Salary + percentage + bonus − deductions, with PDF payslips. See payroll.
  • Beds and care plans for rehab centers and care homes, checked off with one tap on a nurse's phone. See care plans.
  • Everyone sees only their part. Roles and permissions checked on the server, amounts hidden from staff who don't need them, 2FA and an activity log. See security.

Cliniko vs 95sales CRM: feature comparison

Criterion95sales CRMCliniko
Type of systemCRM for sales, calls, money and operationsPractice management: diary, notes, invoicing
Leads from website and adsBuilt in: forms, quizzes, Google Ads and Meta lead formsVia connected apps (marketing and reactivation tools)
Lead pipelineKanban, loss reasons, first-call questionnaireVia connected apps (for example a HubSpot or Salesforce connector)
TelephonyBinotel and Ringostat, plus a generic webhook for other phone systemsVia VoIP partner apps (call matching and call tracking)
AI on callsEvery call transcribed and scoredAI receptionists and AI note-takers as partner apps
Ad attributionUTM tags, Google Ads and Meta clicks, revenue per sourceReports on which marketing channels work best
Online bookingWebsite widget and booking link, with the ad source savedYes
RemindersAutomatic SMS and Viber appointment remindersSMS at 10¢ per message
Clinical notes, telehealthDoctor notes with ICD-10 and templates; no telehealthCustomizable treatment notes, telehealth
FinanceP&L per location, cash desks, debts, payrollInvoices, payments, expenses, taxes, reports
LocationsUnlimited, with P&L per location and a group roll-upUnlimited
Compliance statementsGDPR principles, AES-256 with a key per customer; no HIPAA claimHIPAA and UK GDPR stated; UK data hosted in the UK
Free trialNo; free demo on your data30 days, no card
Go-live1 day, our team migrates the dataFree migration help from many systems

Cliniko vs 95sales CRM pricing

Cliniko prices by the number of practitioners; 95sales CRM has a fixed monthly plan per clinic with unlimited users.

  • Cliniko (USD, as shown on the pricing page): 1 practitioner — $45/month; 2–5 — $95; 6–8 — $145; 9–12 — $195; 13–25 — $295; 26–200 — $395. Every feature is included; SMS is extra at 10¢ per message. Annual billing gives one month free. No minimum term, 30-day free trial. Connected apps may charge their own fees.
  • 95sales CRM: Start — $99, Business — $199, Network — $499 a month. The plans differ in AI limits: 300, 700 and 1,500 AI call reviews a month; Business and Network add an AI assistant and online booking. Monthly billing, no annual contracts, no limits on users or patients. Data migration, telephony and website connection are one-off fees quoted before work starts. There is no free plan.

A clinic that already pays for Cliniko adds 95sales CRM for sales and money; a clinic with a small clinical side may run everything in 95sales CRM.

A lead record in 95sales CRM with an AI call review: booking probability, front-desk score and next step, without listening to the recording. Data is fictional.

Where 95sales CRM is stronger

95sales CRM is stronger when a clinic spends on advertising, handles many calls and tracks money across several locations.

Calls are where patients are won or lost

Every call from your telephony lands in the patient record by phone number, and missed calls get their own list. AI scores each conversation against your script, so the manager sees who handled price questions well and who lost a ready-to-book patient. Our guide on missed calls explains why this matters.

Ad spend tied to real revenue

A lead source field shows where someone came from. 95sales CRM goes further: the click is remembered from the first visit, carried into the lead, the booking and the payment, so analytics shows revenue, average ticket and LTV for each campaign.

Money for every location

P&L per location, shared costs split between sites, cash desks, debts and a month-end forecast. For groups, the owner sees all businesses in one roll-up. See multi-location.

What Cliniko has — and how 95sales CRM handles it

Cliniko is strong where 95sales CRM deliberately does less.

  1. Treatment notes. 95sales CRM has doctor notes in the patient record: complaints, exam, ICD-10 diagnosis, treatment plan and specialty templates, plus a PDF report. It is not a full EHR and has no telehealth. Keep notes in Cliniko if your practitioners rely on its custom templates.
  2. Telehealth. 95sales CRM has no video consultations. Keep them in Cliniko.
  3. Free trial. 95sales CRM has no free plan or trial; we run a demo on your own workflows and quote setup before any work.
  4. Compliance for the US. Cliniko states HIPAA compliance. 95sales CRM doesn't claim it; it's built around GDPR principles. US practices that need HIPAA should keep patient health information in a system that states it.
  5. Connected apps. Cliniko has a large app directory. 95sales CRM puts leads, calls, AI and finance in one product instead, so there is one bill and one place to look.

Can you use Cliniko and 95sales CRM together

Yes. There is no ready-made integration, so agree up front where the schedule lives; the patient's phone number is the shared key.

A hypothetical scenario for a physiotherapy and aesthetics clinic with two sites:

  1. Google and Meta ads bring leads and calls into 95sales CRM, with the source saved.
  2. The front desk works the lead; AI scores the call; the patient books.
  3. The practitioner runs the appointment and writes notes in Cliniko.
  4. The owner sees payments, debts and ad payback per site in 95sales CRM.

If the clinical side is light, you can keep the whole schedule in 95sales CRM: it plans by specialist and room, checks for overlaps, and marking a patient "Arrived" creates the charge and the doctor's commission. See appointments.

How to switch from Cliniko to 95sales CRM

Our team handles the migration; launch takes 1 day.

  1. Export patients and contacts to CSV or Excel.
  2. We import them, mapping columns and matching duplicates by phone. The import can be undone for 7 days. More in data import.
  3. We move your price list with prices per location, and treatment courses with session counters.
  4. We connect your website, lead forms and telephony.
  5. We set up roles, the pipeline and loss reasons, and train the team.

Not sure which type of system you need? Read CRM vs practice management software and our review of the best clinic CRMs.

FAQ

What clinics ask

Is 95sales CRM a Cliniko alternative?

For sales, calls and money — yes: lead pipeline, AI call review, ad attribution, debts and P&L per location. For treatment notes and telehealth, Cliniko remains the stronger tool, and many clinics use both.

How much does Cliniko cost?

According to Cliniko's pricing page in October 2026, from $45 a month for 1 practitioner to $395 a month for 26–200 practitioners, with every feature included and SMS at 10¢ per message. There is a 30-day free trial.

Does Cliniko have call tracking or AI call analysis?

Cliniko's connected-apps directory lists VoIP and call-tracking apps and AI receptionists from partners, each with its own pricing. 95sales CRM has telephony and AI review of every call built in.

Is 95sales CRM HIPAA compliant?

95sales CRM does not claim HIPAA compliance. It follows GDPR principles: a separate database per customer, AES-256 encryption with a separate key, server-side roles, 2FA and an activity log. Cliniko states HIPAA and UK GDPR compliance.

Can I keep Cliniko and add 95sales CRM?

Yes. Keep notes and telehealth in Cliniko and run leads, calls, ad attribution and money in 95sales CRM. Patients are matched by phone number.